Sundaram Ultra Short Duration Fund (Formerly Known As Principal Ultra Short Term Fund)

Ultra Short DurationDebt Rank 11 of 26

NAV · Direct-Growth

₹3,149.32+0.49+0.02%

As of 18 Aug 2026 · AMFI

NAV growth+6.5%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 2 periods ahead

Consistency

Strong

positive in 4 of 4 years

Beats its Ultra Short Duration category on 3Y but trails on 1Y.

1Y return

+6.5%

-0.0 vs cat

3Y CAGR

+7.3%

+0.1 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.4%

3Y std dev

Go deeper on Sundaram Ultra Short Duration Fund (Formerly Known As Principal Ultra Short Term Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Ultra Short Duration Fund (Formerly Known As Principal Ultra Short Term Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Ultra Short Duration Fund (Formerly Known As Principal Ultra Short Term Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) is a Ultra Short Duration scheme from Sundaram. 3-year CAGR: about 7.3%. Suitable for parking money for under 6 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01HI3

NAV (Direct-Growth)

₹3149.3157

Last 1Y

+6.51%

Aug 25Min ₹2956.78 · Max ₹3149.32 · 242 ptsAug 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.11%	+0.10%	7/ 27
1M	+0.64%	+0.63%	13/ 27
3M	+1.99%	+1.97%	14/ 27
6M	+3.44%	+3.45%	17/ 27
YTD	+4.19%	+4.20%	16/ 27
1Y	+6.51%	+6.54%	15/ 27
2Y	+7.18%	+7.14%	12/ 26
3Y	+7.30%	+7.24%	11/ 26

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