Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Low To Moderate Risk
Debt
4 Star
NAV as of Jun 30, 2025
₹2931.60
0.06%1D Change
Returns since inception
6.82%p.a.
Low To Moderate Risk
Debt
4 Star
NAV as of Jun 30, 2025
₹2931.60
0.06%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 30, 2025
₹2931.60
0.06%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)₹2,872.9 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 (%) |
|---|---|
| Reverse Repo | 6.96% |
| Treps | 5.41% |
| Bank Of Baroda | 5.07% |
| HDFC Bank Limited | 4.29% |
| India (Republic of) | 3.46% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Sav... | ₹ 19,073 Cr | ₹558.41 | 0.02% | Moderate |
| Nippon India Ultra Short ... | ₹ 8,578 Cr | ₹4445.59 | 0.06% | Moderate |
| Axis Ultra Short Duration... | ₹ 6,508 Cr | ₹15.64 | 0.06% | Moderate |
| ICICI Prudential Ultra Sh... | ₹ 16,269 Cr | ₹29.99 | 0.06% | Moderate |
NAV History - SUNDARAM ULTRA SHORT DURATION FUND - DIRECT GROWTH
FUND | SUNDARAM ULTRA SHORT DURATION FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 30, 2025) | ₹2931.60 |
| 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... | 0.11% | 0.63% | 2.17% | 4.09% | 7.97% | 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
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.02 Lakhs ₹
Min investment of ₹2,000 required
