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Sundaram Ultra Short Duration Fund Direct Growth
Debt
Ultra Short Duration
Low to Moderate Risk
+7.38%
3Y annualised
-0.01% 1D
NAV: 06 Feb '26
₹3,037.07
Min. SIP amount
₹1,000
Fund size
₹1,838.47 Cr
Expense ratio
0.23%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,691 | +2.82% | |
| 3 years | ₹1,80,000 | ₹1,99,520 | +10.84% | |
| 5 years | ₹3,00,000 | ₹3,55,273 | +18.42% |
Holdings (63)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bank Of Baroda | Financial | CD | 4.88% |
| REC Ltd. | Financial | Debenture | 4.02% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.77% |
| Reserve Bank of India | Financial | T-Bills | 3.73% |
| Indian Bank | Financial | CD | 3.66% |
| HSBC InvestDirect Financial Services India Ltd. | Financial | CP | 2.73% |
| ICICI Home Finance Company Ltd. | Financial | FRB | 2.51% |
| Indian Bank | Financial | CD | 2.49% |
| Axis Bank Ltd. | Financial | CD | 2.49% |
| Indusind Bank Ltd. | Financial | CD | 2.49% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 2.49% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 2.48% |
| HDFC Bank Ltd. | Financial | CD | 2.48% |
| Deutsche Investments (I) Pvt. Ltd. | Financial | CP | 2.47% |
| Canara Bank | Financial | CD | 2.44% |
| L&T Finance Ltd. | Financial | CP | 2.43% |
| LIC Housing Finance Ltd. | Financial | NCD | 2.25% |
| India Infoline Finance Ltd. | Financial | CP | 2.13% |
| HDFC Bank Ltd. | Financial | CD | 1.99% |
| Axis Bank Ltd. | Financial | CD | 1.89% |
| 360 ONE Wealth Ltd. | Financial | NCD | 1.56% |
| Shriram Finance Ltd | Financial | Debenture | 1.51% |
| Union Bank of India | Financial | CD | 1.47% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | CP | 1.46% |
| Gujarat State | Construction | SDL | 1.27% |
| Muthoot Finance Ltd. | Financial | NCD | 1.27% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.27% |
| HDB Financial Services Ltd. | Financial | Debenture | 1.26% |
| REC Ltd. | Financial | Debenture | 1.26% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 1.26% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 1.26% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.26% |
| Power Finance Corporation Ltd. | Financial | Debenture | 1.25% |
| Reserve Bank of India | Financial | T-Bills | 1.25% |
| LIC Housing Finance Ltd. | Financial | CP | 1.24% |
| IDBI Bank Ltd. | Financial | CD | 1.24% |
| Bank Of Baroda | Financial | CD | 1.24% |
| Canara Bank | Financial | CD | 1.24% |
| Motilal Oswal Financial Services Ltd. | Financial | CP | 1.24% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.24% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.24% |
| Canara Bank | Financial | CD | 1.24% |
| National Bank For Agriculture & Rural Development | Financial | CD | 1.24% |
| HDFC Bank Ltd. | Financial | CD | 1.22% |
| IDFC First Bank Ltd. | Financial | CD | 1.22% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | CP | 1.22% |
| HDFC Bank Ltd. | Financial | CD | 1.20% |
| Axis Bank Ltd. | Financial | CD | 1.18% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.18% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.02% |
| Bharti Telecom Ltd. | Communication | Debenture | 1.00% |
| Union Bank of India | Financial | CD | 0.97% |
| Can Fin Homes Ltd. | Financial | FRB | 0.81% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.76% |
| Maharashtra State | Others | SDL | 0.76% |
| REC Ltd. | Financial | Debenture | 0.76% |
| HDB Financial Services Ltd. | Financial | NCD | 0.75% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.75% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.65% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.50% |
| ICICI Securities Ltd. | Financial | CP | 0.50% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.47% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.26% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.4% | +6.2% | +6.1% | +6.9% |
| Category average (Debt Ultra Short Duration) | +6.8% | +5.7% | +6.0% | -- |
| Rank (Debt Ultra Short Duration) | 10 | 11 | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Tata Ultra Short Term Fund Direct Growth | +7.19% | +7.52% | 4,549.39 | |
Mirae Asset Ultra Short Duration Fund Direct Growth | +7.11% | +7.49% | 1,851.72 | |
UTI Ultra Short Duration Fund Direct Growth | +7.06% | +7.42% | 3,879.04 | |
Invesco India Ultra Short Duration Fund Direct Growth | +7.04% | +7.40% | 1,314.75 | |
PGIM India Ultra Short Duration Direct Growth | +6.72% | +7.19% | 174.71 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaMay 2022 - PresentView details
DS
Dwijendra Srivastava
May 2022 - Present
View details
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
About Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Ultra Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 06 Feb 2026 is ₹3,037.07.
The Sundaram Ultra Short Duration Fund Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.
Fund benchmarkNIFTY Ultra Short Duration Debt Index A-I
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,