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

Trailing returns, risk, drawdown and the monthly calendar from stored AMFI closes.

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Head-to-head metrics for the compared funds
MetricSundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)AMFI 149523
Latest NAV₹1,009.64 · 2024-06-28
1Y return—
3Y CAGR—
5Y CAGR—
RiskometerLow to Moderate since Dec 2025
BenchmarkNIFTY Low Duration Debt Index A-I
1Y vs benchmark—
3Y vs benchmark—
5Y vs benchmark—
Volatility (1Y)—
Worst fall (stored span)—
SIP XIRR (illustrative ₹10k/mo × 36M)—
AUM—
TER Direct · Regular0.40% · 1.14%
Minimum investment₹1,000
LaunchedAug 2004
AMCSundaram Mutual Fund
AMFI categoryOpen Ended Schemes(Income/Debt Oriented Schemes - Ultra Short to Short Term Fund)
Plan · OptionDirect Plan · IDCW (Income Distribution CUM Capital Withdrawal)

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Selected AMFI codes: 149523

Tip: the screener shortlists by returns, AUM and category first.

Where these numbers come from

  • Returns and volatility are computed from AMFI's daily NAV closes — latest close 2024-06-28, day-old by design, never live.
  • AUM is AMFI's published quarterly average (AAUM).
  • TER is AMFI's monthly scheme-wise snapshot (regular + direct total expense ratios) — the only cost figure with an official feed.
  • Minimum investment and launch date come from AMFI's scheme-data download, refreshed daily. Minimums are the published first-purchase figure, not an investment recommendation; “REFER SID” schemes show “—”.
  • Riskometer level and benchmark come from AMFI's monthly fund-performance disclosure (month-end snapshots; riskometer history starts Nov-2021). “Since” dates mark the current risk level's streak; benchmark deltas compare scheme and benchmark returns at the same snapshot date. Unmapped benchmark strings print verbatim with no grouping.
  • AMFI publishes no exit-load, manager or holdings feed, so this page shows none — any site printing those without a dated factsheet source is guessing.
  • Nothing here is ranked or recommended. Compare mandates and costs, then read the AMC factsheet before investing. Educational content, not financial advice.

Sources: AMFI NAVAll.txt + average-AUM endpoint (attribution on every figure; redistribution status review-required per the source register).