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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Ultra Short to Short Term Fund Direct Growth
+7.21%
3Y annualised
-0.01% 1D
NAV: 13 Nov '26
₹4,026.18
Min. for SIP
₹1,000
Fund size (AUM)
₹381.77 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 | ₹61,665 | +2.77% | |
| 3 years | ₹1,80,000 | ₹1,98,390 | +10.22% | |
| 5 years | ₹3,00,000 | ₹3,55,893 | +18.63% | |
| 10 years | ₹6,00,000 | ₹7,88,167 | +31.36% |
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 10.91% |
| BANK OF BARODA CD 05FEB27 | Financial | Certificate of Deposit | 6.42% |
| EXPORT IMPORT BANK OF INDIA CD 01MAR27 | Financial | Certificate of Deposit | 6.39% |
| KOTAK MAHINDRA BANK LIMITED CD 09MAR27 | Financial | Certificate of Deposit | 6.38% |
| CANARA BANK CD 12MAR27 | Financial | Certificate of Deposit | 6.37% |
| GOVERNMENT OF INDIA 36790 364 DAYS TBILL 03DC26 FV RS 100 | Financial | Treasury Bills | 5.21% |
| EMBASSY OFFICE PARKS REIT 364D CP 12MAR27 | Real Estate | Commercial Paper | 5.09% |
| INDIAN BANK CD 24MAY27 | Financial | Certificate of Deposit | 5.02% |
| LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC | Financial | Non Convertible Debenture | 3.88% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 3.87% |
| REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC | Financial | Debenture | 3.85% |
| IIFL Finance Ltd - 02/11/2026 | Financial | Commercial Paper | 2.62% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 2.62% |
| PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC | Financial | Debenture | 2.61% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 647 8.40 NCD 18SP27 FVRS1LAC | Financial | Debenture | 2.61% |
| JM Financial Services Ltd - 11/12/2026** | Financial | Commercial Paper | 2.60% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 2.59% |
| PUNJAB NATIONAL BANK CD 28JAN27 | Financial | Certificate of Deposit | 2.57% |
| INDIAN BANK CD 05FEB27 | Financial | Certificate of Deposit | 2.57% |
| Union Bank of India (16/03/2027) ** # | Financial | Commercial Paper | 2.55% |
| MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LAC | Financial | Non Convertible Debenture | 1.43% |
| KOTAK MAHINDRA BANK LIMITED CD 18DEC26 | Financial | Certificate of Deposit | 1.30% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 1.30% |
| EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LAC | Financial | Bonds | 1.29% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LAC | Financial | Bonds/NCDs | 1.29% |
| 360 ONE WAM LIMITED 364D CP 21JAN27 | Financial | Commercial Paper | 1.28% |
| NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT SR NABFID20272 7.3700 BD 16JL29 FVRS1LAC | Financial | Bonds | 1.28% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 1.27% |
| JM FINANCIAL PRODUCTS LIMITED TR DF 8.92 NCD 16NV26 FVRS1LAC | Financial | Debenture | 0.87% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.80% |
| 360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LAC | Financial | Non Convertible Debenture | 0.78% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.37% |
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% | +6.3% | +7.1% |
| Category average (Debt Ultra Short to Short Term) | +7.2% | +6.6% | +6.2% | +6.7% |
| Rank (Debt Ultra Short to Short Term) | 13 | 11 | 16 | -- |
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) | |
|---|---|---|---|---|
 | +6.12% | +7.38% | 7,240.75 | |
 | +6.10% | +7.38% | 2,285.63 | |
 | +6.01% | +7.37% | 17,294.09 | |
 | +6.20% | +7.29% | 1,691.09 | |
 | +6.15% | +7.24% | 2,665.07 | |
| Compare | ||||
Fund management
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 ₹75,387 Cr and the Latest NAV as of 13 Nov 2026 is ₹4,026.18.
The Sundaram Ultra Short to 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 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₹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,