Sundaram Ultra Short Term Fund
Direct · Growth ₹3194.33
11 Nov 2026
NAV
6.4%
3Y CAGR
6.0%
5Y CAGR
6.2%
10Y CAGR
6.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.37
Sharpe
-5.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.40 L | 6.7% | -4.0% | 10.2% |
| 3 Years | ₹36.00 L | ₹39.51 L | 6.3% | 3.5% | 9.3% |
| 5 Years | ₹60.00 L | ₹69.08 L | 5.9% | 4.3% | 8.2% |
| 7 Years | ₹84.00 L | ₹1.03 Cr | 5.7% | 4.7% | 6.6% |
| 10 Years | ₹1.20 Cr | ₹1.61 Cr | 5.8% | 5.5% | 6.2% |
| 12 Years | ₹1.44 Cr | ₹2.10 Cr | 6.1% | 6.1% | 6.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.7% | 6.6% |
| 3 Years | 6.3% | 6.9% |
| 5 Years | 5.9% | 6.5% |
| 7 Years | 5.7% | 6.5% |
| 10 Years | 5.8% | 6.5% |
| 12 Years | 6.1% | 6.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.7% | 7.3% | 1.4% | 10.3% | 0.10 | 0.13 | 100% | — | — |
| 3 Years | 6.4% | 5.7% | 3.8% | 9.4% | -0.08 | -0.11 | 100% | — | — |
| 5 Years | 6.0% | 5.9% | 4.5% | 8.7% | -0.45 | -0.48 | 100% | — | — |
| 10 Years | 6.2% | 6.2% | 5.9% | 6.6% | -1.37 | -0.80 | 100% | — | — |
-5.3%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
1.26
1Y
1.20
3Y
1.13
5Y
1.12
7Y
1.17
10Y
1.24
12Y