How to Invest in Sundaram Ultra Short Term Fund Direct Growth?

You can easily invest in Sundaram Ultra Short Term Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Ultra Short Term Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Ultra Short Term Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Ultra Short Term Fund Direct Growth provide?

The Sundaram Ultra Short Term Fund Direct Growth has been there from 24 Jun 2019 and the average annual returns provided by this fund is 3.70% since its inception.

How much expense ratio is charged by Sundaram Ultra Short Term Fund Direct Growth?

The term Expense Ratio used for Sundaram Ultra Short Term Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Ultra Short Term Fund Direct Growth is 0.18% as of 22 Nov 2024...

What is the AUM of Sundaram Ultra Short Term Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Ultra Short Term Fund Direct Growth is ₹1,284.95Cr as of 22 Nov 2024.

How to Redeem Sundaram Ultra Short Term Fund Direct Growth?

If you want to sell your Sundaram Ultra Short Term Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Ultra Short Term Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Ultra Short Term Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Ultra Short Term Fund Direct Growth?

The NAV of Sundaram Ultra Short Term Fund Direct Growth is ₹11.38 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Ultra Short Term Fund Direct Growth?

The PE ratio ratio of Sundaram Ultra Short Term Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Ultra Short Term Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Ultra Short Term Fund Direct   Growth
Debt
Ultra Short Duration
Low to Moderate Risk
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 ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Ultra Short Duration
Absolute returns
3M6M1YAll
Fund returns0.9%1.8%3.7%13.8%
Category averageNANA7.1%NA
Rank with in category121715NA
Understand terms
Peer ComparisonDebt, Ultra Short Duration fundsRating1Y3YFund Size(Cr)
Nippon India Ultra Short Duration Fund Direct Growth
5
8.0%6.9%7,256.63
Axis Ultra Short Duration Fund Direct Growth
4
7.9%6.7%5,201.51
ICICI Prudential Ultra Short Term Fund Direct Growth
4
7.8%6.6%13,757.04
Tata Ultra Short Term Fund Direct   Growth
4
7.8%6.6%2,620.23
Mahindra Manulife Ultra Short Duration Fund Direct   Growth
4
7.8%6.5%235.61
Holdings (28)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills7.72%
National Bank For Agriculture & Rural Development
FinancialDebenture3.89%
Small Industries Devp. Bank of India Ltd.
FinancialCP3.88%
Reliance Industries Ltd.
EnergyCP3.88%
The Ramco Cements Ltd.
ConstructionCP3.88%
Julius Baer Capital India Pvt Ltd.
FinancialCP3.87%
Axis Bank Ltd.
FinancialCD3.87%
Reliance Jio Infocomm Ltd.
CommunicationCP3.87%
Tata Power Renewable Energy Ltd.
EngineeringCP3.86%
IIFL Wealth Prime Ltd.
FinancialCP3.08%
JM Financial Services Pvt. Ltd.
FinancialCP3.08%
Power Finance Corporation Ltd.
FinancialDebenture2.76%
IIFL Wealth Management Ltd
FinancialCP2.33%
Aditya Birla Money Ltd.
FinancialCP2.32%
Housing Development Finance Corpn. Ltd.
FinancialDebenture1.99%
Housing Development Finance Corpn. Ltd.
FinancialDebenture1.98%
National Highways Authority of India Ltd.
ServicesBonds1.97%
LIC Housing Finance Ltd.
FinancialZCB1.96%
Reserve Bank of India
FinancialT-Bills1.94%
Export-Import Bank Of India
FinancialCD1.94%
Astec Lifesciences Ltd.
HealthcareCP1.94%
Can Fin Homes Ltd.
FinancialCP1.94%
Reliance Industries Ltd.
EnergyCP1.93%
Berger Paints India Ltd.
ChemicalsCP1.93%
Axis Bank Ltd.
FinancialCD1.91%
Power Finance Corporation Ltd.
FinancialNCD0.80%
LIC Housing Finance Ltd.
FinancialDebenture0.78%
REC Ltd.
FinancialDebenture0.39%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Groww Invest Tech Pvt. Ltd. (Formerly known as Nextbillion Technology Pvt. Ltd) (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Debt Ultra Short Duration
Pros
Exit load is zero
Lower expense ratio: 0.18%
Average credit rating of the fund's holdings: AAA 
This fund has holdings of the highest quality
Cons
1Y annualised returns lower than category average by 3.1%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
0.18%
31 Oct 2021 - 30 Nov 2021
0.18%
30 Sep 2021 - 31 Oct 2021
0.18%
31 Aug 2021 - 30 Sep 2021
0.19%
31 Jul 2021 - 31 Aug 2021
0.19%
30 Jun 2021 - 31 Jul 2021
0.19%
31 May 2021 - 30 Jun 2021
0.20%
30 Apr 2021 - 31 May 2021
0.20%
31 Mar 2021 - 30 Apr 2021
0.20%
28 Feb 2021 - 31 Mar 2021
0.20%
31 Jan 2021 - 28 Feb 2021
0.17%
31 Dec 2020 - 31 Jan 2021
0.20%
30 Nov 2020 - 31 Dec 2020
0.21%
31 Oct 2020 - 30 Nov 2020
0.21%
30 Sep 2020 - 31 Oct 2020
0.21%
31 Aug 2020 - 30 Sep 2020
0.21%
31 Jul 2020 - 31 Aug 2020
0.21%
30 Jun 2020 - 31 Jul 2020
0.20%
31 May 2020 - 30 Jun 2020
0.21%
30 Apr 2020 - 31 May 2020
0.21%
31 Mar 2020 - 30 Apr 2020
0.21%
29 Feb 2020 - 31 Mar 2020
0.16%
31 Jan 2020 - 29 Feb 2020
0.16%
31 Dec 2019 - 31 Jan 2020
0.16%
30 Nov 2019 - 31 Dec 2019
0.14%
31 Oct 2019 - 30 Nov 2019
0.15%
30 Sep 2019 - 31 Oct 2019
0.15%
31 Aug 2019 - 30 Sep 2019
0.17%
31 Jul 2019 - 31 Aug 2019
0.17%
30 Jun 2019 - 31 Jul 2019
0.16%
Expense ratio, exit load and taxExpense ratio: 0.18%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSiddharth Chaudhary
Jun 2019 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sundaram Banking & PSU Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Money Market Fund Direct   Growth
Sundaram Overnight Fund Direct   Growth
Sundaram Ultra Short Term Fund Direct   Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Liquid Direct Growth
Bajaj Finserv Liquid Fund Direct   Growth
Bajaj Finserv Overnight Fund Direct   Growth
Bajaj Finserv Money Market Fund Direct   Growth
Bajaj Finserv Flexi Cap Fund Direct   Growth
Bajaj Finserv Arbitrage Fund Direct   Growth
Bajaj Finserv Banking and PSU Fund Direct   Growth
Bajaj Finserv Multi Asset Allocation Fund Direct Growth
Bajaj Finserv Large Cap Fund Direct Growth
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
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Fixed Term Plan IE Direct   Growth
Sundaram Fixed Term Plan IJ Direct   Growth
Sundaram Fixed Term Plan IK Direct   Growth
Sundaram Money Market Fund Direct   Growth
Sundaram Overnight Fund Direct   Growth
Sundaram Ultra Short Term Fund Direct   Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Business Cycle Fund Direct   Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹67,442.81Cr
Date of Incorporation26 Feb 1996
    Sundaram Ultra Short Term Fund Direct   Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     Siddharth Chaudhary is the Current Fund Manager of Sundaram Ultra Short Term Fund Direct   Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹67,443 Cr and     the Latest NAV as of 31 Dec 2021 is ₹11.38.  

    The Sundaram Ultra Short Term Fund Direct   Growth is rated Low to Moderate risk.     Minimum SIP Investment is set to ₹1,000.          
  ;
Investment ObjectiveThe scheme seeks to generate regular income by investing predominantly in debt and money market instruments. 
 
;
Fund benchmarkNIFTY Ultra Short Duration Debt Index
Scheme Information Document(SID)
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
Website
www.sundarammutual.com
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.com
Compare funds
Sundaram Ultra Short Term Fund Direct   Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	0.9%	1.8%	3.7%	13.8%
Category average	NA	NA	7.1%	NA
Rank with in category	12	17	15	NA

Debt, Ultra Short Duration funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Ultra Short Duration Fund Direct Growth	5	8.0%	6.9%	7,256.63
Axis Ultra Short Duration Fund Direct Growth	4	7.9%	6.7%	5,201.51
ICICI Prudential Ultra Short Term Fund Direct Growth	4	7.8%	6.6%	13,757.04
Tata Ultra Short Term Fund Direct Growth	4	7.8%	6.6%	2,620.23
Mahindra Manulife Ultra Short Duration Fund Direct Growth	4	7.8%	6.5%	235.61

Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	7.72%
National Bank For Agriculture & Rural Development	Financial	Debenture	3.89%
Small Industries Devp. Bank of India Ltd.	Financial	CP	3.88%
Reliance Industries Ltd.	Energy	CP	3.88%
The Ramco Cements Ltd.	Construction	CP	3.88%
Julius Baer Capital India Pvt Ltd.	Financial	CP	3.87%
Axis Bank Ltd.	Financial	CD	3.87%
Reliance Jio Infocomm Ltd.	Communication	CP	3.87%
Tata Power Renewable Energy Ltd.	Engineering	CP	3.86%
IIFL Wealth Prime Ltd.	Financial	CP	3.08%
JM Financial Services Pvt. Ltd.	Financial	CP	3.08%
Power Finance Corporation Ltd.	Financial	Debenture	2.76%
IIFL Wealth Management Ltd	Financial	CP	2.33%
Aditya Birla Money Ltd.	Financial	CP	2.32%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	1.99%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	1.98%
National Highways Authority of India Ltd.	Services	Bonds	1.97%
LIC Housing Finance Ltd.	Financial	ZCB	1.96%
Reserve Bank of India	Financial	T-Bills	1.94%
Export-Import Bank Of India	Financial	CD	1.94%
Astec Lifesciences Ltd.	Healthcare	CP	1.94%
Can Fin Homes Ltd.	Financial	CP	1.94%
Reliance Industries Ltd.	Energy	CP	1.93%
Berger Paints India Ltd.	Chemicals	CP	1.93%
Axis Bank Ltd.	Financial	CD	1.91%
Power Finance Corporation Ltd.	Financial	NCD	0.80%
LIC Housing Finance Ltd.	Financial	Debenture	0.78%
REC Ltd.	Financial	Debenture	0.39%

Rank (total assets)	#17 in India
Total AUM	₹67,442.81Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Ultra Short Duration Debt Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Sundaram Ultra Short Term Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (28)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.18%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Siddharth ChaudharyJun 2019 - PresentView details

Sandeep AgarwalJun 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Siddharth Chaudhary
Jun 2019 - Present
View details

Sandeep Agarwal
Jun 2019 - Present
View details