AMC
Sundaram Mutual Fund
Category
Ultra Short Term Fund
ISIN
INF173K01CU9

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)

₹2,871.1615

+₹1.2893 (+0.04%)

NAV · Regular · Growth ·

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)'s Regular Growth NAV was ₹2,871.1615 on 19 Oct 2026, up 0.04% on the day. Its 3-year return is 5.94% a year.

52-week NAV rangeAt its 52-week high
₹2,729.0201₹2,871.1615
Expense ratio
—
Fund size
₹2,283.16 Cr
Min. investment
₹1,000

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹2,729.0201 to ₹2,871.1615.

Regular · Growth plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old. Longer ranges appear once the fund has that much history.

Fund details

Expense ratio
—
Exit load
nil
Riskometer
Low to moderate
Benchmark
Nifty Ultra Short Duration Debt Index A-I
Launched
31 Dec 2021
Fund managers
Ronak Shah, Sandeep Agarwal, Kumaresh Ramakrishnan

Fund size, expense ratio and minimums as of 1 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF173K01HI3₹3,180.9736+0.05%0.23%+6.51%
Regular · GrowthINF173K01CU9₹2,871.1615+0.04%—+5.25%
Direct · IDCWINF173K01HK9₹1,100.3665+0.05%0.23%+2.31%
Regular · IDCWINF173K01CX3₹1,077.7297+0.04%—+1.10%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

About this fund

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) is an open-ended mutual fund from Sundaram Mutual Fund, in the Ultra Short Term Fund category. It began on 31 Dec 2021. It is benchmarked to the Nifty Ultra Short Duration Debt Index A-I. The fund manages ₹2,283.16 Cr across its plans as of 1 Oct 2026. The minimum first investment is ₹1,000, and SIPs are available.

FAQs

What is the NAV of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)?

The NAV of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) (Regular · Growth) was ₹2,871.1615 on 19 Oct 2026, up 0.04% from the previous NAV.

What plans does Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) have?

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.

What is the fund size (AUM) of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)?

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) manages ₹2,283.16 Cr across all plans as of 1 Oct 2026.

What returns has Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) delivered?

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) returned +5.25% over 1Y, +5.94% a year over 3Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)?

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund): nil.

What is the minimum investment and SIP amount for Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)?

The minimum first investment in Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) is ₹1,000, and ₹1,000 after that. SIPs are available (SIP available in Weekly, Monthly and Quarterly frequencies. Minimum amount: Weekly/Monthly Rs.1000, Quarterly Rs.3000. Minimum six installments. Any date from 1st to 31st or any working day for weekly.).

How risky is Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)?

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) is rated "low to moderate risk" on SEBI's riskometer.

Who manages Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)?

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) is managed by Ronak Shah, Sandeep Agarwal, Kumaresh Ramakrishnan.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

Full disclaimer

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