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Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Daily Income Distribution CUM Capital Withdrawal Option

Sundaram · Ultra Short Duration
Low
₹1005.43
Current NAV
28 Jun 2024
—
1Y Return
20.9%
3Y CAGR
20.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
  • Very large asset base (AUM: ₹11,740 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.99%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.69
Sharpe Ratio
1.59
Beta
-1.81
Alpha
2.35
Sortino
Fund Details
Fund House Sundaram
Category Ultra Short Duration
AUM ₹11740 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
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