Sundaram Ultra Short Term Fund Direct Growth

Debt
Ultra Short Duration
Low to Moderate Risk
0.31%
1M return
+0.01% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹11.38
Min. SIP amountNot Supported
Rating3
Fund size₹1,284.95Cr

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
Absolute returns
3M6M1YAll
Fund returns0.9%1.8%3.7%13.8%
Category averageNANA3.6%NA
Rank with in category121715NA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills7.7%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.9%
Small Industries Devp. Bank of India Ltd.
FinancialCP3.9%
Reliance Industries Ltd.EnergyCP3.9%
The Ramco Cements Ltd.ConstructionCP3.9%
Julius Baer Capital India Pvt Ltd.FinancialCP3.9%
Axis Bank Ltd.
FinancialCD3.9%
Reliance Jio Infocomm Ltd.CommunicationCP3.9%
Tata Power Renewable Energy Ltd.
EngineeringCP3.9%
IIFL Wealth Prime Ltd.
FinancialCP3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.18%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Siddharth Chaudhary
Jun 2019 - Present
View details

Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
Also manages these schemes

Sandeep Agarwal
Jun 2019 - 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
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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