How to Invest in Sundaram Ultra Short Duration Fund Direct IDCW Quarterly?

You can easily invest in Sundaram Ultra Short Duration Fund Direct IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Ultra Short Duration Fund Direct IDCW Quarterly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Ultra Short Duration Fund Direct IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Ultra Short Duration Fund Direct IDCW Quarterly provide?

The Sundaram Ultra Short Duration Fund Direct IDCW Quarterly has been there from NA and the average annual returns provided by this fund is 7.37% since its inception.

How much expense ratio is charged by Sundaram Ultra Short Duration Fund Direct IDCW Quarterly?

The term Expense Ratio used for Sundaram Ultra Short Duration Fund Direct IDCW Quarterly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Ultra Short Duration Fund Direct IDCW Quarterly is 0.18% as of 11 Dec 2023...

What is the AUM of Sundaram Ultra Short Duration Fund Direct IDCW Quarterly?

The AUM, short for Assets Under Management of Sundaram Ultra Short Duration Fund Direct IDCW Quarterly is ₹2,060.55Cr as of 11 Dec 2023.

How to Redeem Sundaram Ultra Short Duration Fund Direct IDCW Quarterly?

If you want to sell your Sundaram Ultra Short Duration Fund Direct IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Sundaram Ultra Short Duration Fund Direct IDCW Quarterly?

The PE ratio ratio of Sundaram Ultra Short Duration Fund Direct IDCW Quarterly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Ultra Short Duration Fund Direct IDCW Quarterly - NAV, Mutual Fund Performance & Portfolio

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Sundaram Ultra Short Duration Fund Direct IDCW Quarterly
Debt
Ultra Short Duration
Low to Moderate Risk
5.25%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 11 Dec 2023₹1,134.12
Min. SIP amountNot Supported
Rating4
Fund size₹2,060.55Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.4%5.3%5.8%6.7%
Category average6.7%4.8%5.3%NA
Rank with in category81011NA
Understand terms
Holdings (60)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills4.8%
Reserve Bank of India
FinancialT-Bills4.8%
Reserve Bank of India
FinancialT-Bills3.6%
Kotak Mahindra Bank Ltd.
FinancialCD3.3%
Canara Bank
FinancialCD2.4%
Punjab National Bank
FinancialCD2.4%
Bank Of Baroda
FinancialCD2.4%
Reserve Bank of India
FinancialT-Bills2.4%
Reserve Bank of India
FinancialT-Bills2.4%
Small Industries Devp. Bank of India Ltd.
FinancialCP2.3%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
03 Dec 2023 - Present
0.18%
02 Dec 2023 - 03 Dec 2023
0.18%
01 Dec 2023 - 02 Dec 2023
0.18%
30 Nov 2023 - 01 Dec 2023
0.18%
29 Nov 2023 - 30 Nov 2023
0.18%
28 Nov 2023 - 29 Nov 2023
0.18%
27 Nov 2023 - 28 Nov 2023
0.18%
26 Nov 2023 - 27 Nov 2023
0.18%
25 Nov 2023 - 26 Nov 2023
0.18%
24 Nov 2023 - 25 Nov 2023
0.18%
23 Nov 2023 - 24 Nov 2023
0.18%
22 Nov 2023 - 23 Nov 2023
0.18%
21 Nov 2023 - 22 Nov 2023
0.18%
20 Nov 2023 - 21 Nov 2023
0.18%
19 Nov 2023 - 20 Nov 2023
0.18%
18 Nov 2023 - 19 Nov 2023
0.18%
17 Nov 2023 - 18 Nov 2023
0.18%
16 Nov 2023 - 17 Nov 2023
0.18%
15 Nov 2023 - 16 Nov 2023
0.18%
14 Nov 2023 - 15 Nov 2023
0.18%
13 Nov 2023 - 14 Nov 2023
0.18%
12 Nov 2023 - 13 Nov 2023
0.18%
11 Nov 2023 - 12 Nov 2023
0.18%
10 Nov 2023 - 11 Nov 2023
0.18%
09 Nov 2023 - 10 Nov 2023
0.18%
08 Nov 2023 - 09 Nov 2023
0.18%
07 Nov 2023 - 08 Nov 2023
0.18%
06 Nov 2023 - 07 Nov 2023
0.18%
05 Nov 2023 - 06 Nov 2023
0.18%
04 Nov 2023 - 05 Nov 2023
0.18%
03 Nov 2023 - 04 Nov 2023
0.18%
02 Nov 2023 - 03 Nov 2023
0.18%
01 Nov 2023 - 02 Nov 2023
0.18%
31 Oct 2023 - 01 Nov 2023
0.18%
30 Oct 2023 - 31 Oct 2023
0.18%
29 Oct 2023 - 30 Oct 2023
0.18%
28 Oct 2023 - 29 Oct 2023
0.18%
27 Oct 2023 - 28 Oct 2023
0.18%
26 Oct 2023 - 27 Oct 2023
0.18%
25 Oct 2023 - 26 Oct 2023
0.18%
24 Oct 2023 - 25 Oct 2023
0.18%
23 Oct 2023 - 24 Oct 2023
0.18%
22 Oct 2023 - 23 Oct 2023
0.18%
21 Oct 2023 - 22 Oct 2023
0.18%
20 Oct 2023 - 21 Oct 2023
0.18%
19 Oct 2023 - 20 Oct 2023
0.18%
18 Oct 2023 - 19 Oct 2023
0.18%
17 Oct 2023 - 18 Oct 2023
0.18%
16 Oct 2023 - 17 Oct 2023
0.18%
15 Oct 2023 - 16 Oct 2023
0.18%
14 Oct 2023 - 15 Oct 2023
0.18%
13 Oct 2023 - 14 Oct 2023
0.18%
12 Oct 2023 - 13 Oct 2023
0.18%
11 Oct 2023 - 12 Oct 2023
0.18%
10 Oct 2023 - 11 Oct 2023
0.18%
09 Oct 2023 - 10 Oct 2023
0.18%
08 Oct 2023 - 09 Oct 2023
0.18%
07 Oct 2023 - 08 Oct 2023
0.18%
06 Oct 2023 - 07 Oct 2023
0.18%
05 Oct 2023 - 06 Oct 2023
0.18%
04 Oct 2023 - 05 Oct 2023
0.18%
03 Oct 2023 - 04 Oct 2023
0.18%
02 Oct 2023 - 03 Oct 2023
0.18%
01 Oct 2023 - 02 Oct 2023
0.18%
30 Sep 2023 - 01 Oct 2023
0.18%
29 Sep 2023 - 30 Sep 2023
0.18%
28 Sep 2023 - 29 Sep 2023
0.18%
27 Sep 2023 - 28 Sep 2023
0.18%
26 Sep 2023 - 27 Sep 2023
0.18%
25 Sep 2023 - 26 Sep 2023
0.18%
24 Sep 2023 - 25 Sep 2023
0.18%
23 Sep 2023 - 24 Sep 2023
0.18%
22 Sep 2023 - 23 Sep 2023
0.18%
21 Sep 2023 - 22 Sep 2023
0.17%
20 Sep 2023 - 21 Sep 2023
0.17%
19 Sep 2023 - 20 Sep 2023
0.17%
18 Sep 2023 - 19 Sep 2023
0.17%
17 Sep 2023 - 18 Sep 2023
0.17%
16 Sep 2023 - 17 Sep 2023
0.17%
15 Sep 2023 - 16 Sep 2023
0.17%
14 Sep 2023 - 15 Sep 2023
0.17%
13 Sep 2023 - 14 Sep 2023
0.17%
12 Sep 2023 - 13 Sep 2023
0.17%
11 Sep 2023 - 12 Sep 2023
0.17%
10 Sep 2023 - 11 Sep 2023
0.17%
09 Sep 2023 - 10 Sep 2023
0.17%
08 Sep 2023 - 09 Sep 2023
0.17%
07 Sep 2023 - 08 Sep 2023
0.17%
06 Sep 2023 - 07 Sep 2023
0.17%
05 Sep 2023 - 06 Sep 2023
0.17%
04 Sep 2023 - 05 Sep 2023
0.17%
03 Sep 2023 - 04 Sep 2023
0.17%
02 Sep 2023 - 03 Sep 2023
0.17%
01 Sep 2023 - 02 Sep 2023
0.17%
31 Aug 2023 - 01 Sep 2023
0.17%
31 Jul 2023 - 31 Aug 2023
0.17%
30 Jun 2023 - 31 Jul 2023
0.18%
31 May 2023 - 30 Jun 2023
0.18%
30 Apr 2023 - 31 May 2023
0.17%
31 Mar 2023 - 30 Apr 2023
0.18%
28 Feb 2023 - 31 Mar 2023
0.17%
31 Jan 2023 - 28 Feb 2023
0.17%
31 Dec 2022 - 31 Jan 2023
0.17%
31 Dec 2022 - 31 Dec 2022
0.17%
31 Dec 2022 - 31 Dec 2022
0.17%
30 Nov 2022 - 31 Dec 2022
0.17%
30 Nov 2022 - 30 Nov 2022
0.17%
30 Nov 2022 - 30 Nov 2022
0.17%
31 Oct 2022 - 30 Nov 2022
0.17%
31 Oct 2022 - 31 Oct 2022
0.17%
31 Oct 2022 - 31 Oct 2022
0.17%
30 Sep 2022 - 31 Oct 2022
0.17%
30 Sep 2022 - 30 Sep 2022
0.17%
30 Sep 2022 - 30 Sep 2022
0.17%
31 Aug 2022 - 30 Sep 2022
0.17%
31 Aug 2022 - 31 Aug 2022
0.17%
31 Jul 2022 - 31 Aug 2022
0.17%
31 Jul 2022 - 31 Jul 2022
0.17%
30 Jun 2022 - 31 Jul 2022
0.17%
30 Jun 2022 - 30 Jun 2022
0.17%
31 May 2022 - 30 Jun 2022
0.17%
31 May 2022 - 31 May 2022
0.17%
30 Apr 2022 - 31 May 2022
0.17%
30 Apr 2022 - 30 Apr 2022
0.17%
31 Mar 2022 - 30 Apr 2022
0.17%
31 Mar 2022 - 31 Mar 2022
0.17%
28 Feb 2022 - 31 Mar 2022
0.18%
28 Feb 2022 - 28 Feb 2022
0.18%
31 Jan 2022 - 28 Feb 2022
0.18%
Expense ratio, exit load and taxExpense ratio: 0.18%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra 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
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sandeep Agarwal
Jan 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹48,877.10Cr
Date of Incorporation26 Feb 1996
 Sundaram Ultra Short Duration Fund Direct IDCW Quarterly 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 IDCW Quarterly fund. The fund currently has an Asset Under Management(AUM) of ₹48,877 Cr and the Latest NAV as of 11 Dec 2023 is ₹1,134.12.
The Sundaram Ultra Short Duration Fund Direct IDCW Quarterly is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000.
;
Investment ObjectiveThe 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 B-I
Scheme Information Document(SID)
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
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Ultra Short Duration Fund Direct IDCW Quarterly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	7.4%	5.3%	5.8%	6.7%
Category average	6.7%	4.8%	5.3%	NA
Rank with in category	8	10	11	NA

Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	4.8%
Reserve Bank of India	Financial	T-Bills	4.8%
Reserve Bank of India	Financial	T-Bills	3.6%
Kotak Mahindra Bank Ltd.	Financial	CD	3.3%
Canara Bank	Financial	CD	2.4%
Punjab National Bank	Financial	CD	2.4%
Bank Of Baroda	Financial	CD	2.4%
Reserve Bank of India	Financial	T-Bills	2.4%
Reserve Bank of India	Financial	T-Bills	2.4%
Small Industries Devp. Bank of India Ltd.	Financial	CP	2.3%

Rank (total assets)	#17 in India
Total AUM	₹48,877.10Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Ultra Short Duration Debt Index B-I

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	4
Fund size	₹2,060.55Cr

Sundaram Ultra Short Duration Fund Direct IDCW Quarterly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (60)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.18%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaMay 2022 - PresentView details

Sandeep AgarwalJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
May 2022 - Present
View details

Sandeep Agarwal
Jan 2022 - Present
View details