Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Low To Moderate Risk
Debt
4 Star
₹2954.71
0.02%1D Change
6.82%p.a.
Low To Moderate Risk
Debt
4 Star
₹2954.71
0.02%1D Change
6.82%p.a.
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
₹2954.71
0.02%1D
6.82%p.a.
Returns Calculator
Investment Type
Fund Overview
- Rating4 Star
- Expense ratio0.23%
- Exit Load0% within 0 days
- AUM (Fund size)₹2,548.65 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
| Holding Name | Assets (%) |
|---|---|
| Treps | 6.56% |
| Bank Of Baroda | 5.72% |
| Small Industries Development Bank Of India | 4.4% |
| Cash And Other Net Current Assets^ | 4.05% |
| Rural Electrification Corporation Limited | 3.63% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Sav... | ₹ 20,795 Cr | ₹563.46 | 0.05% | Moderate |
| Nippon India Ultra Short ... | ₹ 10,252 Cr | ₹4483.14 | 0.04% | Moderate |
| Axis Ultra Short Duration... | ₹ 6,706 Cr | ₹15.77 | 0.03% | Moderate |
| DSP Ultra Short Fund Dire... | ₹ 2,429 Cr | ₹3734.96 | 0.02% | Low to Moderate |
NAV History
FUND | Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option |
|---|---|
| NAV (Aug 14, 2025) | ₹2954.71 |
| Class | Debt | Ultrashort |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Sandeep Agarwal |
FUND | Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option |
|---|---|
| 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... | 0.09% | 0.46% | 1.78% | 3.94% | 7.82% | 7.48% |
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
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
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(as per historical returns)
