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Sundaram Ultra Short to Short Term Fund Direct Growth
+7.32%
3Y annualised
-0.04% 1D
NAV: 11 Sep '26
₹3,994.25
Min. for SIP
₹1,000
Fund size (AUM)
₹446.35 Cr
Expense ratio
0.40%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,704 | +2.84% | |
| 3 years | ₹1,80,000 | ₹1,99,098 | +10.61% | |
| 5 years | ₹3,00,000 | ₹3,56,529 | +18.84% | |
| 10 years | ₹6,00,000 | ₹7,86,008 | +31.00% |
Holdings (37)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 11.78% |
| KOTAK MAHINDRA BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 6.50% |
| JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LAC | Industrials | Non Convertible Debenture | 5.60% |
| GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100 | Financial | Treasury Bills | 5.53% |
| BANK OF BARODA CD 05FEB27 | Financial | Certificate of Deposit | 5.44% |
| EXPORT IMPORT BANK OF INDIA CD 01MAR27 | Financial | Certificate of Deposit | 5.42% |
| CANARA BANK CD 12MAR27 | Financial | Certificate of Deposit | 5.41% |
| EMBASSY OFFICE PARKS REIT 364D CP 12MAR27 | Real Estate | Commercial Paper | 4.32% |
| INDIAN BANK CD 24MAY27 | Financial | Certificate of Deposit | 4.26% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 3.35% |
| LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC | Financial | Non Convertible Debenture | 3.33% |
| REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC | Financial | Debenture | 3.32% |
| BAJAJ FINANCE LIMITED 7.07 NCD 21SP28 FVRS1LAC | Financial | Debenture | 3.30% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 2.25% |
| PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC | Financial | Debenture | 2.25% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 2.24% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 2.23% |
| IIFL Finance Ltd - 02/11/2026 | Financial | Commercial Paper | 2.21% |
| INDUSIND BANK LTD. CD 14DEC26 | Financial | Certificate of Deposit | 2.20% |
| PUNJAB NATIONAL BANK CD 28JAN27 | Financial | Certificate of Deposit | 2.18% |
| INDIAN BANK CD 05FEB27 | Financial | Certificate of Deposit | 2.18% |
| Union Bank of India (16/03/2027) ** # | Financial | Commercial Paper | 2.16% |
| MUTHOOT FINANCE LIMITED 364D CP 12MAR27 | Financial | Commercial Paper | 2.15% |
| CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LAC | Financial | Debenture | 2.02% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 1.56% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 1.12% |
| EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LAC | Financial | Bonds | 1.12% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 1.12% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25B 7.64 BD 06DC29 FVRS1LAC | Financial | Bonds | 1.12% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LAC | Financial | Bonds/NCDs | 1.11% |
| NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT SR NABFID20272 7.3700 BD 16JL29 FVRS1LAC | Financial | Bonds | 1.11% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 1.10% |
| 360 ONE WAM LIMITED 364D CP 21JAN27 | Financial | Commercial Paper | 1.09% |
| JM FINANCIAL PRODUCTS LIMITED TR DF 8.92 NCD 16NV26 FVRS1LAC | Financial | Debenture | 0.75% |
| 360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LAC | Financial | Non Convertible Debenture | 0.67% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.31% |
| Net Payables | Unspecified | Net Payables | -3.81% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +8.2% | +6.3% | +7.1% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 13 | 1 | -- | -- |
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.
Check past data
Fund management
SASandeep AgarwalMay 2022 - PresentView details
SA
Sandeep Agarwal
May 2022 - Present
View details
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - Present
View details
About Sundaram Ultra Short to Short Term Fund Direct Growth
Sundaram Ultra Short to 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 to Short Term Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹83,817 Cr and the Latest NAV as of 11 Sep 2026 is ₹3,994.25.
The Sundaram Ultra Short to Short Term Fund Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000.
;
Investment Objective
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Fund benchmarkNIFTY Low Duration Debt Index A-I
Fund house
Rank (total assets)#17 in India
Total AUM₹83,817.48 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,