Aeterna Wealth
Ultra Short to Short Term · Regular plan · Growth

Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) (Regular)

Sundaram Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 4.8 years old · AMFI code 149519

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

C
Track-record rating: 19 of 20 in Ultra Short to Short Term

C (bottom 30%), score 21.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.6%2.8%-0.2%20 / 24
1 year5.0%5.4%-0.4%22 / 23
3 years (a year)6.4%6.7%-0.2%19 / 20
5 years (a year)––––

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y0.7%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) (Regular plan)?

₹3,711.56 on 6 Nov 2026 (Growth option).

What is the expense ratio of Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) (Regular)?

1.15% a year; the Direct plan's is 0.40%.

What return has Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) given over 3 years?

6.4% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Ultra Short to Short Term fund.

How is Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) rated?

C: 19 of 20 Regular plans in Ultra Short to Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.