Sundaram Ultra Short Duration Fund Direct Growth
Scheme code: INF173K01HI3
NAV value:
₹ 3056.3379
NAV date: 18 March, 2026
TER: 0.22%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Ultra Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 1.35 | 10.34 | 7.35 | 6.73 | 13.89 |
| 3 year | 3.82 | 9.45 | 5.67 | 6.32 | 6.88 |
| 5 year | 4.50 | 8.69 | 5.76 | 5.98 | 6.53 |
| 7 year | 5.28 | 7.52 | 5.53 | 5.93 | 6.92 |
| 10 year | 5.95 | 6.60 | 6.25 | 6.27 | 7.23 |
| 12 year | 6.47 | 6.76 | 6.71 | 6.65 | 7.82 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,38,142 - Absolute Returns: ₹38,142 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,31,725 - Absolute Returns: ₹3,31,725 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,07,915 - Absolute Returns: ₹9,07,915 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,12,924 - Absolute Returns: ₹18,12,924 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,60,69,735 - Absolute Returns: ₹40,69,735 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,09,97,647 - Absolute Returns: ₹65,97,647 - CAGR: %Drawdown Metrics
Max Drawdown
-5.31 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-0.13 %
Calmar Ratio by Duration
1
Y
1.2677
3
Y
1.1905
5
Y
1.1264
7
Y
1.117
10
Y
1.181
12
Y
1.2526