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

Ultra Short DurationDebt Rank 11 of 26

NAV · Direct-Growth

₹3,173.41+1.28+0.04%

As of 1 Oct 2026 · AMFI

NAV growth+6.5%

Oct ’25Oct ’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

0.5%

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)

₹3173.4073

Last 1Y

+6.54%

Oct 25Min ₹2978.62 · Max ₹3173.41 · 243 ptsOct 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.14%	+0.14%	12/ 28
1M	+0.37%	+0.37%	14/ 28
3M	+1.55%	+1.50%	5/ 27
6M	+3.54%	+3.50%	13/ 27
YTD	+4.98%	+4.98%	13/ 27
1Y	+6.49%	+6.49%	13/ 27
2Y	+7.04%	+7.00%	13/ 27
3Y	+7.25%	+7.18%	11/ 26

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray