🟠 Below Avg Debt Scheme - Ultra Short Duration Fund

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option

by Sundaram Mutual Fund · Direct Plan · Growth
5.5 / 10
BullWiser Honest Score
6.1%
1Y Return
7.2%
3Y CAGR
--
Exp. Ratio
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option is a below-average performer in its category with a BullWiser Honest Score of 5.5/10 — above the Debt Scheme - Ultra Short Duration Fund category median of 5.0/10 across 27 funds. Its 3-year CAGR of 7.2% outperforms the Debt Scheme - Ultra Short Duration Fund category average of 3.1% by +4.1 percentage points. As a Direct plan, Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option
AMC
Sundaram Mutual Fund
Category
Debt Scheme - Ultra Short Duration Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
6.1%
3Y CAGR
7.2%

vs Category Average — Debt Scheme - Ultra Short Duration Fund

3Y CAGR
This fund
+4.1% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
+0.5 vs category avg

Category: Debt Scheme - Ultra Short Duration Fund · 27 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option?
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option has a BullWiser Honest Score of 5.5/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option?
The Total Expense Ratio (TER) of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option?
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option has delivered 6.1% 1-year returns and 7.2% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option a good investment?
BullWiser rates Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option as BELOW AVERAGE (Honest Score 5.5/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Debt Scheme - Ultra Short Duration Fund category.
How does Direct Plan differ from Regular Plan for Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option?
The Direct plan of Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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