debtLow risk

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) Direct Plan Fortnightly IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Sundaram Mutual Fund. It's been running since 3 Jan 2022.

Latest price per unit

₹1,064.1664

▲ 0.04% today

As of 28 Jun 2024 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.00 L

▲ ₹127 gain · 0.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

1.2%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-0.47%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year0.13%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch0.12%

Volatility — 1 year (annualised)1.37%

Volatility — 3 years (annualised)1.17%

Max drawdown — 1 year-0.47%

Max drawdown — 3 years-0.47%

Sharpe ratio — 1 year (rf=6%)-4.14

Sharpe ratio — 3 years (rf=6%)-4.97

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Ultra Short Duration Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 149720
First price on record: 3 Jan 2022 · 430 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.