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Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)
Sundaram·
Ultra Short Duration
1Y
+6.18%
3Y
+7.24%
5Y
-
Since Inception
+6.76%
Sharpe
-
Sortino
-
Max Drawdown
-0.16%
Volatility
0.43%
Alpha
-0.29%
Beta
1.07
Info Ratio
-1.75
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹1.9K Cr (January - March 2026)
Expense ratio (Direct)0.26%
Minimum lumpsumRs 1,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Ultra Short Duration
1Y
#19 of 29
Top 66%
3Y CAGR
#11 of 25
Top 44%
5Y CAGR
-
Sharpe
-