HealthyDirect · Growth
Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)
Sundaram Mutual FundIncome/Debt Oriented Schemes - Ultra Short Term Fund4.7 years
- NAV
- 3,164.8563
- 15 Sept 2026
- 1Y
- +6.6%
- Trailing CAGR
- AUM
- ₹2,416.24 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.6%
- 3Y+7.3%
- 5Yn/a
- 10Yn/a
- SI+6.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.9%
- 3Y+7.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +6.8%
- Calendar-day CAGR
- Excess 1Y
- -0.1%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 56
- Vs comparable share classes
- Worst rolling 3Y
- +6.7%
- 412 daily-ending windows
- Median rolling 3Y
- +7.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +7.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 32 recovered episodes
- Longest recovery
- 17 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +6%
- NAV observations
2 May 2022 – 23 May 2022
Trough 6 May 2022 · recovered in 17 days
-0.2%
6 Jul 2026 – 10 Jul 2026
Trough 8 Jul 2026 · recovered in 2 days
-0.1%
19 May 2026 – 27 May 2026
Trough 21 May 2026 · recovered in 6 days
-0.1%
13 Jul 2026 – 16 Jul 2026
Trough 14 Jul 2026 · recovered in 2 days
-0.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
56
Vs category
50
Consistency
92
Risk-adjusted
100
Drawdown
100
Mean
79
Portfolio
31 Aug 2026 · 64 holdings · top 10 are 34.3%.
- Top 5
- 19.7%
- Top 10
- 34.3%
- Largest holding
- 4.6%
- Effective holdings
- 44.0
PUNJAB NATIONAL BANK CD 05FEB27
Financial
4.6%
AXIS BANK LIMITED CD 07DEC26
Financial
4.1%
PILANI INVESTMENTS AND INDUSTRIES CORPORATION LIMITED 365D CP 11MAR27
Financial
4.0%
Repo
Unspecified
4.0%
UNION BANK OF INDIA CD 15SEP26
Financial
3.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mirae Asset Ultra Short-Term Fund
Mirae Asset Mutual Fund
- 1Y
- +6.8%
- 3Y
- +7.4%
- Vol
- 0.3%
- Max DD
- -0.2%
- Sharpe
- 2.90
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Ultra Short Term Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.5%
- Vol
- 0.6%
- Max DD
- -1.2%
- Sharpe
- 3.79
- 3Y win
- +100%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Ultra Short Term Fund
Axis Mutual Fund
- 1Y
- +6.9%
- 3Y
- +7.5%
- Vol
- 0.5%
- Max DD
- -0.8%
- Sharpe
- 2.94
- 3Y win
- +100%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Ultra Short Term Fund
DSP Mutual Fund
- 1Y
- +6.8%
- 3Y
- +7.4%
- Vol
- 0.6%
- Max DD
- -1.1%
- Sharpe
- 3.22
- 3Y win
- +26%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Franklin India Ultra Short Term Fund
Franklin Templeton Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.77
- 3Y win
- n/a
- Shallower drawdown
Caveat: Higher volatility · Lower trailing returns