SC
Siddharth ChaudharyFund Manager Since 1 Jan 2022
Fixed IncomeUltra Short Duration
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
3Y Annualised
7.09%
0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.97%
0.05% 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
10 years 1 months
NIFTY 50
8 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹2004.57 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Ultra Short Duration Fund Segregated Port 1 Quarterly Payout Inc Dist cum Cap Wdrl
265.32%
2nd
Nippon India Ultra Short Duration Fund Segregated Port 1 Quarterly Reinvest Inc Dist cum Cap Wdl
265.32%
3rd
Nippon India Ultra Short Duration Fund Segregated Port 1 Weekly Reinvestment Inc Dist cum Cap Wdrl
265.31%
4th
Nippon India Ultra Short Duration Fund Segregated Port 1 Direct Quarterly Income Dist cum Cap Wdrl
265.31%
5th
Nippon India Ultra Short Duration Fund SegregatedPort1 Direct Quarterly Reinvest Inc Dist cum CapWdl
265.31%
61st
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
0.97%
Fund Managers
SA
Sandeep AgarwalFund Manager Since 1 Jan 2022
About Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Sundaram Ultra Short Duration 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 12 years, having been launched on 2013-01-01. Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option has ₹2004.57 Cr worth of assets under management (AUM) as of Tue Apr 08 2025. The latest Net Asset Value (NAV) of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option as of Mon Apr 07 2025 is ₹2881.1442. The fund has an expense ratio of 0.24%, which is medium comparable to most other Fixed Income funds.
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option returns for the last 1 year are 7.89%. Since launch, it has delivered 6.80% average annual returns.
The Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option.
- Bharti Telecom Limited: 3.09%
- Rural Electrification Corporation Limited: 2.42%
- Bank of India Ltd.: 2.17%
- 182 Days Tbill Red 23-05-2025: 1.74%
- Shriram Finance Limited: 1.33%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Ultra Short Duration 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. |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
10.82%
expense ratio
0.08%
fund size
₹5236.37 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.09%
expense ratio
0.24%
fund size
₹2004.57 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
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expense ratio
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fund size
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Sundaram Banking & PSU Fund Growth
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3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹350.02 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
6.54%
expense ratio
0.42%
fund size
₹350.02 Cr
FAQs
What is the current NAV of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
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How do I invest in Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
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What are net assets under management (AUM) of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
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What are the top 5 holdings of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
What are the top 3 sectors that Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option has invested in?
Who is the manager of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
What is the exit load of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
How to Redeem Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
Can I invest in SIP and a Lump Sum of Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option?
