InvestVerdict
Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Ultra Short Duration · Scheme code 149520
Fund houseSundaram Mutual Fund
CategoryUltra Short Duration
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History2.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.06 | 0.04 | 0.05 | 0.16 | — | — | — | — | 2.21 |
| Ultra Short Duration category median |
— | — | — | 5.93 | 6.79 | 6.12 | — | 6.54 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 0.6% | -7.26 | -9.73 | — | — | -0.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 72 | 0.0% | 2.9% | 4.7% | 3% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.