MonitorDirect · Growth
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)
Sundaram Mutual FundIncome/Debt Oriented Schemes - Ultra Short to Short Term Fund4.7 years
- NAV
- 3,993.7518
- 15 Sept 2026
- 1Y
- +6.2%
- Trailing CAGR
- AUM
- ₹446.35 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.5% 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+6.2%
- 3Y+7.3%
- 5Yn/a
- 10Yn/a
- SI+6.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.3%
- 3Y+7.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +6.8%
- Calendar-day CAGR
- Excess 1Y
- -0.4%
- Category median, same plan and option
- 3Y win rate
- +57%
- Windows beating the median
- 3Y percentile
- 37
- Vs comparable share classes
- Worst rolling 3Y
- +6.7%
- 411 daily-ending windows
- Median rolling 3Y
- +7.5%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- 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
- 74 recovered episodes
- Longest recovery
- 20 days
- Trough to prior peak
- Current spell
- 2 days
- Days below latest peak
- Time below peak
- +16%
- NAV observations
2 May 2022 – 25 May 2022
Trough 5 May 2022 · recovered in 20 days
-0.2%
8 May 2026 – 1 Jun 2026
Trough 21 May 2026 · recovered in 11 days
-0.2%
6 Jul 2026 – 16 Jul 2026
Trough 8 Jul 2026 · recovered in 8 days
-0.1%
6 Jul 2022 – 15 Jul 2022
Trough 7 Jul 2022 · recovered in 8 days
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
37
Vs category
48
Consistency
57
Risk-adjusted
100
Drawdown
99
Mean
68
Portfolio
31 Aug 2026 · 36 holdings · top 10 are 57.6%.
- Top 5
- 34.8%
- Top 10
- 57.6%
- Largest holding
- 11.8%
- Effective holdings
- 20.9
Repo
Unspecified
11.8%
KOTAK MAHINDRA BANK LIMITED CD 05MAR27
Financial
6.5%
JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LAC
Industrials
5.6%
GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100
Financial
5.5%
BANK OF BARODA CD 05FEB27
Financial
5.4%
What changed
DECISION
Status moved from MONITOR to REVIEW.
7 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 57% 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.
HSBC Ultra Short to Short Term Fund
HSBC Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.9%
- Vol
- 0.8%
- Max DD
- -0.2%
- Sharpe
- 3.14
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life Ultra short to short term Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.4%
- Vol
- 0.8%
- Max DD
- -1.7%
- Sharpe
- 3.40
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Ultra Short to Short Term Fund
Axis Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.4%
- Vol
- 0.7%
- Max DD
- -1.5%
- Sharpe
- 3.49
- 3Y win
- +84%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
BARODA BNP PARIBAS ULTRA SHORT TO SHORT TERM FUND - Weekly Option
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.4%
- Vol
- 0.5%
- Max DD
- -0.6%
- Sharpe
- 3.32
- 3Y win
- +85%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Franklin India Ultra Short to Short Term Fund
Franklin Templeton Mutual Fund
- 1Y
- +6.7%
- 3Y
- n/a
- Vol
- 0.6%
- Max DD
- -0.1%
- Sharpe
- 3.61
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns