1M
6M
1Y
All
| NAV: 31 Dec 2021 | ₹11.38 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| 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
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 0.9% | 1.8% | 3.7% | 13.8% |
| Category average | NA | NA | 3.6% | NA |
| Rank with in category | 12 | 17 | 15 | NA |
Understand terms
Holdings (28)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 7.7% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.9% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 3.9% |
| Reliance Industries Ltd. | Energy | CP | 3.9% |
| The Ramco Cements Ltd. | Construction | CP | 3.9% |
| Julius Baer Capital India Pvt Ltd. | Financial | CP | 3.9% |
Axis Bank Ltd. | Financial | CD | 3.9% |
| Reliance Jio Infocomm Ltd. | Communication | CP | 3.9% |
Tata Power Renewable Energy Ltd. | Engineering | CP | 3.9% |
IIFL Wealth Prime Ltd. | Financial | CP | 3.1% |
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 investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Siddharth ChaudharyJun 2019 - PresentView details
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 AgarwalJun 2019 - PresentView details
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
E-mail
[email protected]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,
Email
[email protected]Website
www.karvymfs.comCompare funds
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