Head-to-head compare
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.
This comparison lives at its URL — share it as-is.
| Metric | Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)AMFI 149526 |
|---|---|
| Latest NAV | ₹4,000.02 · 2026-09-29 |
| 1Y return | +5.98% |
| 3Y CAGR | — |
| 5Y CAGR | — |
| Riskometer | Low to Moderate since Dec 2025 |
| Benchmark | NIFTY Low Duration Debt Index A-I |
| 1Y vs benchmark | -0.3pp |
| 3Y vs benchmark | — |
| 5Y vs benchmark | — |
| Volatility (1Y) | +0.58% |
| Worst fall (stored span) | 0.2% (2026-05-08 → 2026-05-21) |
| SIP XIRR (illustrative ₹10k/mo × 36M) | — |
| AUM | ₹16.22 thousand cr · April - June 2026 |
| TER Direct · Regular | 0.40% · 1.14% |
| Minimum investment | ₹1,000 |
| Launched | Aug 2004 |
| AMC | Sundaram Mutual Fund |
| AMFI category | Open Ended Schemes(Income/Debt Oriented Schemes - Ultra Short to Short Term Fund) |
| Plan · Option | Direct Plan · GROWTH |
Monthly returns
A bad quarter leaves a stripe; a good one leaves a green run. The right-hand column compounds only the months shown, so a year still open — or one the fund did not live through — never claims a return it cannot back.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | — | — | — | — | — | — | — | — | — | +0.6% | +0.5% | +0.4% | +1.5% |
| 2026 | +0.2% | +0.6% | +0.2% | +0.6% | +0.2% | +1.1% | +0.5% | +0.5% | +0.4% | — | — | — | +4.4% |
Colour saturates at ±10% a month. The newest month runs to the latest stored close, so it is month-to-date rather than a full month.
Add one more, or keep this one
Selected AMFI codes: 149526
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 2026-09-29, day-old by design, never live.
- AUM is AMFI's published quarterly average (AAUM) for April - June 2026.
- 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).