InvestVerdict
Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)
Direct Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Ultra Short Duration · Scheme code 149724
Fund houseSundaram Mutual Fund
CategoryUltra Short Duration
Plan & optionDirect · IDCW (Income Distribution CUM Capital Withdrawal)
History1.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.87 | 0.54 | 1.91 | 4.37 | — | — | — | — | 4.38 |
| Ultra Short Duration category median |
— | — | — | 6.41 | 7.22 | 6.51 | — | 6.66 | — |
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 | 1.7% | -1.26 | -1.33 | — | — | -1.5% | — |
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
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 44 | 4.1% | 4.9% | 6.1% | 0% |
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.