Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Low To Moderate Risk
Debt
4 Star
NAV as of Jun 19, 2025
₹2926.02
0.02%1D Change
Returns since inception
6.82%p.a.
Low To Moderate Risk
Debt
4 Star
NAV as of Jun 19, 2025
₹2926.02
0.02%1D Change
Returns since inception
6.82%p.a.
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Low To Moderate Risk|Debt|4 Star
NAV as of Jun 19, 2025
₹2926.02
0.02%1D
Returns since inception
6.82%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio0.23%
- Exit Load0% within 0 days
- AUM (Fund size)₹2,550.51 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹2000 & Lump. ₹5000
- RiskLow to Moderate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Equity
0%
Debt
14.04%
Others
85.96%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Bank Of Baroda** | 5.69% |
| HDFC Bank Limited | 4.81% |
| India (Republic of) | 3.88% |
| Rural Electrification Corporation Limited | 3.17% |
| The Federal Bank Limited | 2.85% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Sav... | ₹ 18,981 Cr | ₹557.60 | 0.02% | Moderate |
| Nippon India Ultra Short ... | ₹ 8,772 Cr | ₹4437.19 | 0.02% | Moderate |
| ICICI Prudential Ultra Sh... | ₹ 16,269 Cr | ₹29.93 | 0.02% | Moderate |
| Axis Ultra Short Duration... | ₹ 6,211 Cr | ₹15.61 | 0.02% | Moderate |
NAV History - SUNDARAM ULTRA SHORT DURATION FUND - DIRECT GROWTH
FUND | SUNDARAM ULTRA SHORT DURATION FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 19, 2025) | ₹2926.02 |
| Class | Debt | Ultrashort |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Sandeep Agarwal |
FUND | SUNDARAM ULTRA SHORT DURATION FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹2000 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM ULTRA SHORT... | 0.1% | 0.71% | 2.29% | 4.08% | 7.98% | 7.42% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.02 Lakhs ₹
Min investment of ₹2,000 required
