DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
Fixed IncomeLow Duration
Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option
3Y Annualised
7.34%
0.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.57%
0.07% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 10 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹432.95 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹1000
Exit load
0%
rendered by the ARN holder. exit Load: Nil. The Board of Trustee reserves the right to prescribe or modify the exit load structure with prospective effect, subject to a maximum as prescribed under SeBI Regulation. Details of the modifications will be communicated in the following manner:
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Kotak Low Duration Fund- Direct - Weekly Payout of Income Dis cum Cap wdrl
5.01%
2nd
Kotak Low Duration Fund- Direct - Weekly Reinvestment of Income Dis cum Cap wdrl
5.01%
3rd
ICICI Prudential Savings Fund Bonus
1.99%
4th
ICICI Prudential Savings Fund Retail Plan Growth
1.93%
5th
ICICI Prudential Savings Fund Retail Plan Weekly Reinvestment of Income Dist cum Cap Wdrl
1.93%
117th
Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option
0.57%
Fund Managers
SC
Siddharth ChaudharyFund Manager Since 1 Jan 2022
About Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option
Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option is a Fixed Income mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option has ₹432.95 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option as of Wed Sep 02 2026 is ₹3987.8855. The fund has an expense ratio of 0.4%, which is medium comparable to most other Fixed Income funds.
Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option returns for the last 1 year are 6.15%. Since launch, it has delivered 5.89% average annual returns.
The Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option.
- Jamnagar Utilities & Power Private Limited: 5.75%
- India (Republic of): 4.60%
- Indian Bank: 4.37%
- National Bank For Agriculture And Rural Development: 3.46%
- Rec Limited: 3.42%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | 138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat |
Tax Implications of Sundaram Ultra Short to Short Term Fund Direct Plan Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
