Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Ultra Short Term Fund Direct Growth

Sundaram Ultra Short Term Fund Direct Growth

Debt
Ultra Short Duration
Low to Moderate Risk
3.89%
1Y return
-0.01% 1D
1M
6M
1Y
All
NAV: 24 Sep 2021₹11.27
Min. SIP amount₹1,000
Rating3star
Fund size₹1,181.44 Cr

Returns and rankings

Category: Debt Ultra Short Duration
Absolute returns
3M6M1YAll
Fund returns0.9%2.0%3.9%12.7%
Category averageNANA3.7%NA
Rank with in category201316NA
Understand termsinfo

Holdings (34)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills8.4%
Reserve Bank of India
FinancialT-Bills6.3%
Reserve Bank of India
FinancialT-Bills5.7%
National Bank For Agriculture & Rural Development
FinancialDebenture4.3%
ChemicalsCP4.2%
Reserve Bank of India
FinancialT-Bills4.2%
Tata Power Solar Systems Ltd.
EngineeringCP4.2%
Export-Import Bank Of India
FinancialCD4.2%
FinancialCD4.2%
Power Finance Corporation Ltd.
FinancialDebenture3.0%
See All

Pros and cons

info
Category: Debt Ultra Short Duration
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Pros

Lower expense ratio - 0.19%
1Y Returns are higher than the category average returns
Exit load is zero
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Cons

Age is less than 3 years

Expense ratio, exit load and tax

Expense ratio: 0.19%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Siddharth Chaudhary
Jun 2019 - Present
View details
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Sandeep Agarwal
Jun 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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