Sundaram Ultra Short Duration Fund Growth

Debt
Ultra Short Duration
Low to Moderate Risk
6.15%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹2,711.75
Rating
1
Min. SIP amount
Not Supported
Fund size
₹2,225.47Cr

Return calculator

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

Holdings (62)

NameSectorInstrumentAssets
Bank Of Baroda
FinancialCD5.72%
Small Industries Devp. Bank of India Ltd.
FinancialCD4.40%
FinancialDebenture3.63%
HDFC Bank Ltd.
FinancialCD3.34%
The Federal Bank Ltd.
FinancialCD3.31%
Bharti Telecom Ltd.
CommunicationDebenture3.16%
HSBC InvestDirect Financial Services India Ltd.
FinancialCP2.38%
ICICI Home Finance Company Ltd.
FinancialFRB2.27%
Reserve Bank of India
FinancialT-Bills2.22%
Axis Bank Ltd.
FinancialCD2.21%
Axis Bank Ltd.
FinancialCD2.21%
Union Bank of India
FinancialCD2.20%
Canara Bank
FinancialCD2.20%
Indusind Bank Ltd.
FinancialCD2.20%
Axis Bank Ltd.
FinancialCD2.20%
Canara Bank
FinancialCD2.18%
Indian Bank
FinancialCD2.18%
Indusind Bank Ltd.
FinancialCD2.18%
Kotak Mahindra Bank Ltd.
FinancialCD2.17%
L&T Finance Ltd.
FinancialCP2.13%
National Bank For Agriculture & Rural Development
FinancialCD1.73%
Cholamandalam Investment and Finance Company Ltd.
FinancialCP1.54%
Canara Bank
FinancialCD1.54%
Fedbank Financial Services Ltd.
FinancialCP1.54%
IDFC First Bank Ltd.
FinancialCD1.53%
Canara Bank
FinancialCD1.52%
Motilal Oswal Financial Services Ltd.
FinancialCP1.52%
Shriram Finance Ltd
FinancialDebenture1.36%
Reserve Bank of India
FinancialT-Bills1.34%
IDFC First Bank Ltd.
FinancialCD1.28%
Cholamandalam Investment and Finance Company Ltd.
FinancialCP1.28%
National Bank For Agriculture & Rural Development
FinancialDebenture1.13%
FinancialDebenture1.13%
The Federal Bank Ltd.
FinancialCD1.10%
HDFC Bank Ltd.
FinancialCD1.10%
Punjab National Bank
FinancialCD1.10%
Union Bank of India
FinancialCD1.10%
Small Industries Devp. Bank of India Ltd.
FinancialCD1.09%
National Bank For Agriculture & Rural Development
FinancialCD1.09%
LIC Housing Finance Ltd.
FinancialCP1.09%
IDBI Bank Ltd.
FinancialCD1.09%
National Bank For Agriculture & Rural Development
FinancialCD1.08%
Kotak Mahindra Bank Ltd.
FinancialCD1.08%
Small Industries Devp. Bank of India Ltd.
FinancialCD1.08%
Canara Bank
FinancialCD1.08%
Motilal Oswal Financial Services Ltd.
FinancialCP1.08%
HDFC Bank Ltd.
FinancialCD1.07%
Cholamandalam Investment and Finance Company Ltd.
FinancialCP1.06%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.90%
National Bank For Agriculture & Rural Development
FinancialCD0.86%
Can Fin Homes Ltd.
FinancialFRB0.73%
Muthoot Finance Ltd.
FinancialDebenture0.68%
FinancialNCD0.68%
Deutsche Investments (I) Pvt. Ltd.
FinancialCP0.66%
HDFC Bank Ltd.
FinancialCD0.65%
Small Industries Devp. Bank of India Ltd.
FinancialCD0.65%
FinancialDebenture0.58%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.45%
Reserve Bank of India
FinancialT-Bills0.45%
ICICI Securities Ltd.
FinancialCP0.43%
Small Industries Devp. Bank of India Ltd.
FinancialCP0.22%
ConstructionInvITs0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.4%6.2%4.8%6.4%
Category average7.1%6.8%5.5%NA
Rank with in category242321NA
Understand terms

Peer Comparison

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

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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