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Sundaram Ultra Short Duration Fund Growth
+5.95%
3Y annualised
+0.05% 1D
NAV: 16 Jul '26
₹2,831.88
Min. for SIP
₹1,000
Fund size (AUM)
₹1,971.83 Cr
Expense ratio
1.39%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,457 | +2.43% | |
| 3 years | ₹1,80,000 | ₹1,95,602 | +8.67% | |
| 5 years | ₹3,00,000 | ₹3,45,219 | +15.07% | |
| 10 years | ₹6,00,000 | ₹7,71,596 | +28.60% |
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| CANARA BANK CD 15SEP26 | Financial | Certificate of Deposit | 8.26% |
| AXIS BANK LIMITED CD 07DEC26 | Financial | Certificate of Deposit | 4.93% |
| UNION BANK OF INDIA CD 11SEP26 | Financial | Certificate of Deposit | 4.51% |
| INDIAN BANK CD 05FEB27 | Financial | Certificate of Deposit | 4.39% |
| UNION BANK OF INDIA CD 15SEP26 | Financial | Certificate of Deposit | 3.75% |
| THE FEDERAL BANK LIMITED CD 10DEC26 | Financial | Certificate of Deposit | 3.69% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 16DEC26 | Financial | Certificate of Deposit | 3.69% |
| HDFC BANK LIMITED CD 11SEP26 | Financial | Certificate of Deposit | 2.50% |
| TATA PROJECTS LIMITED 300D CP 08SEP26 | Industrials | Commercial Paper | 2.50% |
| BANK OF BARODA CD 16SEP26 | Financial | Certificate of Deposit | 2.50% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA 209D CP 03DEC26 | Financial | Commercial Paper | 2.46% |
| CANARA BANK CD 18DEC26 | Financial | Certificate of Deposit | 2.46% |
| BANK OF BARODA CD 04FEB27 | Financial | Certificate of Deposit | 2.44% |
| KOTAK MAHINDRA BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 2.42% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 02MAR27 | Financial | Certificate of Deposit | 2.42% |
| THE FEDERAL BANK LIMITED CD 04MAR27 | Financial | Certificate of Deposit | 2.42% |
| BANK OF BARODA CD 11MAR27 | Financial | Certificate of Deposit | 2.42% |
| HDFC BANK LIMITED CD 09MAR27 | Financial | Certificate of Deposit | 2.42% |
| BIRLA GROUP HOLDINGS PRIVATE LIMITED 365D CP 12MAR27 | Financial | Commercial Paper | 2.41% |
| GOVERNMENT OF INDIA 37456 091 DAYS TBILL 28AG26 FV RS 100 | Financial | Treasury Bills | 2.01% |
| GOVERNMENT OF INDIA 37176 182 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 1.76% |
| INFINA FINANCE PRIVATE LIMITED 364D CP 01MAR27 | Financial | Commercial Paper | 1.69% |
| 360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LAC | Financial | Non Convertible Debenture | 1.58% |
| PUNJAB NATIONAL BANK CD 05FEB27 | Financial | Certificate of Deposit | 1.46% |
| MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LAC | Financial | Non Convertible Debenture | 1.27% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25C 7.44 BD 24FB28 FVRS1LAC | Financial | Bonds | 1.27% |
| TVS CREDIT SERVICES LIMITED 9.40 LOA 26AG26 FVRS10LAC | Financial | Non Convertible Debenture | 1.27% |
| REC Ltd Debenture 7.54 30/12/2026 | Financial | Debenture | 1.27% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.55 BD 22SP26 FVRS1LAC | Financial | Non Convertible Debenture | 1.27% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.44 BD 04SP26 FVRS1LAC | Financial | Debenture | 1.27% |
| POWER FINANCE CORPORATION LTD. SR BS217B STRPP II 7.15 BD 08SP26 FVRS10LAC | Financial | Debenture | 1.27% |
| HDB FINANCIAL SERVICES LIMITED SR A 1 FX 183 7.65 NCD 10SP27 FVRS10LAC | Financial | Debenture | 1.27% |
| JM FINANCIAL SERVICES LIMITED 91D CP 20JUL26 | Financial | Commercial Paper | 1.26% |
| KOTAK MAHINDRA BANK LIMITED CD 24SEP26 | Financial | Certificate of Deposit | 1.25% |
| AXIS BANK LIMITED CD 26NOV26 | Financial | Certificate of Deposit | 1.23% |
| AXIS BANK LIMITED CD 27NOV26 | Financial | Certificate of Deposit | 1.23% |
| PUNJAB NATIONAL BANK CD 04FEB27 | Financial | Certificate of Deposit | 1.22% |
| BANK OF BARODA CD 05FEB27 | Financial | Certificate of Deposit | 1.22% |
| AXIS BANK LIMITED CD 12FEB27 | Financial | Certificate of Deposit | 1.22% |
| HDFC Bank Limited (15/02/2027) ** # | Financial | Certificate of Deposit | 1.22% |
| Small Industries Dev Bank of India (18/02/2027) ** | Financial | Certificate of Deposit | 1.21% |
| EXPORT IMPORT BANK OF INDIA CD 01MAR27 | Financial | Certificate of Deposit | 1.21% |
| Union Bank of India - 15/03/2027** | Financial | Certificate of Deposit | 1.21% |
| ICICI SECURITIES LIMITED 365D CP 05MAR27 | Financial | Commercial Paper | 1.21% |
| BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC | Technology | Debenture | 1.01% |
| MUTHOOT FINANCE LIMITED 358D CP 20JAN27 | Financial | Commercial Paper | 0.97% |
| MUTHOOT FINANCE LIMITED 8.65 NCD 31JN28 FVRS1LAC | Financial | Debenture | 0.76% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 0.76% |
| HDB FINANCIAL SERVICES LIMITED SR 188 7.84 NCD 14JL26 FVRS10LAC | Financial | Non Convertible Debenture | 0.76% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.66% |
| National Bank For Agriculture and Rural Development (17/03/2027) ** # | Financial | Certificate of Deposit | 0.48% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.36% |
| Others IRS | Unspecified | Interest Rate Swap | 0.00% |
| Repo | Unspecified | Repo | 0.00% |
| Net Payables | Unspecified | Net Payables | -1.74% |
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 | +6.0% | +5.2% | +4.9% | +6.3% |
| Category average (Debt Ultra Short Duration) | +6.8% | +5.7% | +6.0% | -- |
| Rank (Debt Ultra Short Duration) | 23 | 23 | -- | -- |
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) | |
|---|---|---|---|---|
 | +6.19% | +7.24% | 17,816.33 | |
 | +6.26% | +7.15% | 1,467.05 | |
 | +6.04% | +6.93% | 11,407.84 | |
 | +6.39% | +4.79% | 146.42 | |
 | -- | -- | 510.34 | |
| Compare | ||||
Fund management
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - Present
View details
About Sundaram Ultra Short Duration Fund Growth
Sundaram Ultra Short Duration Fund Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Sandeep Agarwal is the Current Fund Manager of Sundaram Ultra Short Duration Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹2,831.88.
The Sundaram Ultra Short Duration Fund Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
;
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₹76,991.28 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,