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Sundaram Ultra Short Term Fund Direct Growth
+7.23%
3Y annualised
0.00% 1D
NAV: 13 Nov '26
₹3,195.22
Min. for SIP
₹1,000
Fund size (AUM)
₹2,044.80 Cr
Expense ratio
0.22%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,845 | +3.08% | |
| 3 years | ₹1,80,000 | ₹1,98,923 | +10.51% | |
| 5 years | ₹3,00,000 | ₹3,56,498 | +18.83% | |
| 10 years | ₹6,00,000 | ₹8,20,333 | +36.72% |
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PUNJAB NATIONAL BANK CD 05FEB27 | Financial | Certificate of Deposit | 5.51% |
| AXIS BANK LIMITED CD 07DEC26 | Financial | Certificate of Deposit | 4.86% |
| PILANI INVESTMENTS AND INDUSTRIES CORPORATION LIMITED 365D CP 11MAR27 | Financial | Commercial Paper | 4.75% |
| THE FEDERAL BANK LIMITED CD 10DEC26 | Financial | Certificate of Deposit | 3.64% |
| KOTAK MAHINDRA BANK LIMITED CD 18DEC26 | Financial | Certificate of Deposit | 3.39% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA 209D CP 03DEC26 | Financial | Commercial Paper | 2.43% |
| CANARA BANK CD 18DEC26 | Financial | Certificate of Deposit | 2.42% |
| CANARA BANK CD 28JAN27 | Financial | Certificate of Deposit | 2.40% |
| EXPORT IMPORT BANK OF INDIA CD 29JAN27 | Financial | Certificate of Deposit | 2.40% |
| CANARA BANK CD 02FEB27 | Financial | Certificate of Deposit | 2.40% |
| AXIS BANK LIMITED CD 12FEB27 | Financial | Certificate of Deposit | 2.39% |
| Small Industries Dev Bank of India (18/02/2027) ** | Financial | Certificate of Deposit | 2.39% |
| LIC HOUSING FINANCE LTD 347D CP 23FEB27 | Financial | Commercial Paper | 2.39% |
| KOTAK MAHINDRA BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 2.38% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 02MAR27 | Financial | Certificate of Deposit | 2.38% |
| Repo | Unspecified | Repo | 2.38% |
| THE FEDERAL BANK LIMITED CD 04MAR27 | Financial | Certificate of Deposit | 2.38% |
| REC Ltd. (08/03/2027) ** | Financial | Commercial Paper | 2.38% |
| BANK OF BARODA CD 11MAR27 | Financial | Certificate of Deposit | 2.38% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 18MAR27 | Financial | Certificate of Deposit | 2.38% |
| IGH HOLDINGS PRIVATE LIMITED 363D CP 08MAR27 | Technology | Commercial Paper | 2.37% |
| INDIAN BANK CD 24MAY27 | Financial | Certificate of Deposit | 2.34% |
| MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LAC | Financial | Non Convertible Debenture | 1.95% |
| JM Financial Services Ltd - 11/12/2026** | Financial | Commercial Paper | 1.94% |
| INDIAN BANK CD 05FEB27 | Financial | Certificate of Deposit | 1.92% |
| IIFL Finance Ltd - 02/11/2026 | Financial | Commercial Paper | 1.71% |
| GOVERNMENT OF INDIA 37816 091 DAYS TBILL 05NV26 FV RS 100 | Financial | Treasury Bills | 1.71% |
| INFINA FINANCE PRIVATE LIMITED 364D CP 01MAR27 | Financial | Commercial Paper | 1.66% |
| 360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LAC | Financial | Non Convertible Debenture | 1.51% |
| BANK OF BARODA CD 08MAR27 | Financial | Certificate of Deposit | 1.43% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 641 8.58 NCD 13MY27 FVRS1LAC | Financial | Debenture | 1.22% |
| 7.90% LIC Housing Finance Ltd NCD 23-06-2027 | Financial | Bonds | 1.22% |
| AXIS BANK LIMITED CD 27NOV26 | Financial | Certificate of Deposit | 1.22% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25C 7.44 BD 24FB28 FVRS1LAC | Financial | Bonds | 1.21% |
| BANK OF BARODA CD 05FEB27 | Financial | Certificate of Deposit | 1.20% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 05FEB27 | Financial | Certificate of Deposit | 1.20% |
| Union Bank of India (10/02/2027) # | Financial | Certificate of Deposit | 1.20% |
| HDFC Bank Limited (15/02/2027) ** # | Financial | Certificate of Deposit | 1.20% |
| EXPORT IMPORT BANK OF INDIA CD 01MAR27 | Financial | Certificate of Deposit | 1.19% |
| ICICI SECURITIES LIMITED 365D CP 05MAR27 | Financial | Commercial Paper | 1.19% |
| ICICI BANK LIMITED CD 25MAR27 | Financial | Certificate of Deposit | 1.19% |
| INDIAN BANK CD 15JUN27 | Financial | Certificate of Deposit | 1.17% |
| BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC | Technology | Debenture | 0.97% |
| MUTHOOT FINANCE LIMITED 358D CP 20JAN27 | Financial | Commercial Paper | 0.96% |
| LIC HOUSING FINANCE LTD 328D CP 11FEB27 | Financial | Commercial Paper | 0.96% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 647 8.40 NCD 18SP27 FVRS1LAC | Financial | Debenture | 0.73% |
| MUTHOOT FINANCE LIMITED 8.65 NCD 31JN28 FVRS1LAC | Financial | Debenture | 0.73% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 0.73% |
| INDUSIND BANK LTD. CD 14DEC26 | Financial | Certificate of Deposit | 0.73% |
| PUNJAB NATIONAL BANK CD 28JAN27 | Financial | Certificate of Deposit | 0.72% |
| CANARA BANK CD 26FEB27 | Financial | Certificate of Deposit | 0.72% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.63% |
| GOVERNMENT OF INDIA 37846 091 DAYS TBILL 19NV26 FV RS 100 | Financial | Treasury Bills | 0.49% |
| PUNJAB NATIONAL BANK CD 04FEB27 | Financial | Certificate of Deposit | 0.48% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.35% |
| Others IRS | Unspecified | Interest Rate Swap | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.18% |
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.2% | +6.7% | +6.0% | +6.8% |
| Category average (Debt Ultra Short Term) | +7.1% | +6.6% | +6.4% | +7.2% |
| Rank (Debt Ultra Short Term) | 11 | 9 | 10 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.95% | +7.46% | 5,711.87 | |
 | +6.64% | +7.37% | 1,894.00 | |
 | +6.70% | +7.29% | 1,664.65 | |
 | +6.75% | +7.22% | 1,279.71 | |
 | +6.16% | +6.40% | 500.10 | |
| Compare | ||||
Fund management
About Sundaram Ultra Short Term Fund Direct Growth
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. Sandeep Agarwal is the Current Fund Manager of Sundaram Ultra Short Term Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,387 Cr and the Latest NAV as of 13 Nov 2026 is ₹3,195.22.
The Sundaram Ultra Short Term Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.
Fund benchmarkNIFTY Ultra Short Duration Debt Index A-I
Fund house
Rank (total assets)#17 in India
Total AUM₹75,387.24 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,