1M
6M
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| NAV: 03 Dec 2024 | ₹1,145.20 |
| Min. SIP amount | Not Supported |
| Rating | 1 |
| Fund size | ₹1,667.78Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.4% | 5.3% | 4.5% | 6.4% |
| Category average | 7.1% | 5.9% | 5.3% | NA |
| Rank with in category | 23 | 23 | 20 | NA |
Understand terms
Peer Comparison
| Debt, Ultra Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Sundaram Ultra Short Duration Fund Regular IDCW Quarterly | 1 | 6.4% | 5.3% | 1,667.78 |
Holdings (59)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | CD | 4.07% |
Bharti Telecom Ltd. | Communication | Debenture | 3.81% |
Reserve Bank of India | Financial | T-Bills | 3.44% |
Axis Bank Ltd. | Financial | CD | 2.78% |
ICICI Bank Ltd. | Financial | CD | 2.69% |
Kotak Mahindra Bank Ltd. | Financial | CD | 2.69% |
Axis Bank Ltd. | Financial | CD | 2.65% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 2.65% |
Muthoot Finance Ltd. | Financial | CP | 2.64% |
Tata Motors Finance Solutions Pvt Ltd. | Financial | CP | 2.64% |
Bank Of Baroda | Financial | CD | 2.35% |
ICICI Bank Ltd. | Financial | CD | 2.16% |
Bank Of Baroda | Financial | CD | 2.16% |
National Bank For Agriculture & Rural Development | Financial | CD | 2.13% |
Union Bank of India | Financial | CD | 2.12% |
Union Bank of India | Financial | CD | 1.85% |
PNB Housing Finance Ltd. | Financial | CP | 1.77% |
IDFC First Bank Ltd. | Financial | CD | 1.75% |
Indusind Bank Ltd. | Financial | CD | 1.75% |
LIC Housing Finance Ltd. | Financial | Debenture | 1.62% |
ICICI Bank Ltd. | Financial | CD | 1.60% |
PNB Housing Finance Ltd. | Financial | Fixed Deposits | 1.36% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.35% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.35% |
HDB Financial Services Ltd. | Financial | Debenture | 1.35% |
The Federal Bank Ltd. | Financial | CD | 1.35% |
Deutsche Investments (I) Pvt. Ltd. | Financial | CP | 1.34% |
HSBC InvestDirect Financial Services India Ltd. | Financial | CP | 1.34% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.34% |
Punjab National Bank | Financial | CD | 1.33% |
Kotak Mahindra Bank Ltd. | Financial | CD | 1.33% |
Punjab National Bank | Financial | CD | 1.33% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.33% |
Reserve Bank of India | Financial | T-Bills | 1.33% |
LIC Housing Finance Ltd. | Financial | CP | 1.32% |
Bank Of Baroda | Financial | CD | 1.32% |
Punjab National Bank | Financial | CD | 1.32% |
Canara Bank | Financial | CD | 1.32% |
Pilani Investment And Industries Corporation Ltd. | Financial | CP | 1.31% |
Reserve Bank of India | Financial | T-Bills | 1.31% |
Indian Bank | Financial | CD | 1.30% |
Axis Bank Ltd. | Financial | CD | 1.28% |
Indusind Bank Ltd. | Financial | CD | 1.28% |
Shriram Finance Ltd | Financial | Debenture | 1.09% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.09% |
LIC Housing Finance Ltd. | Financial | CP | 1.07% |
The Federal Bank Ltd. | Financial | CD | 1.06% |
Can Fin Homes Ltd. | Financial | FRB | 0.87% |
REC Ltd. | Financial | Debenture | 0.81% |
Embassy Office Parks REIT | Construction | Debenture | 0.81% |
HDFC Bank Ltd. | Financial | CD | 0.80% |
National Bank For Agriculture & Rural Development | Financial | CD | 0.79% |
ICICI Securities Ltd. | Financial | CP | 0.79% |
DBS Bank Ltd. | Financial | CD | 0.79% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.78% |
Shriram Finance Ltd | Financial | Debenture | 0.54% |
Shriram Finance Ltd | Financial | Bonds | 0.54% |
ICICI Securities Ltd. | Financial | CP | 0.53% |
Punjab National Bank | Financial | CD | 0.26% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.48%
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 | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Dwijendra SrivastavaMay 2022 - PresentView details
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
Sandeep AgarwalJan 2022 - PresentView details
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
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
NAWebsite
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
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