Sundaram Ultra Short Duration Fund Direct Growth

Debt
Ultra Short Duration
Low to Moderate Risk
5.54%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb 2024₹2,642.09
Min. SIP amount₹1,000
Rating4
Fund size₹2,014.73Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.5%5.5%5.8%6.8%
Category average6.8%5.0%5.4%NA
Rank with in category9813NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
Axis Bank Ltd.
FinancialCD3.69%
Kotak Mahindra Bank Ltd.
FinancialCD3.45%
Small Industries Devp. Bank of India Ltd.
FinancialCP3.22%
Reserve Bank of India
FinancialT-Bills2.47%
REC Ltd.
FinancialCP2.47%
Punjab National Bank
FinancialCD2.47%
Canara Bank
FinancialCD2.47%
Canara Bank
FinancialCD2.46%
FinancialT-Bills2.46%
National Bank For Agriculture & Rural Development
FinancialCP2.46%
See All

Expense ratio, exit load and tax

Expense ratio: 0.18%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Dwijendra Srivastava
May 2022 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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