Sundaram Ultra Short Duration Fund – Direct Growth

Debt · Ultra Short Duration
 · ★★★★
2,000
Min SIP
1,000
Min Lumpsum
0.17 %
Expense Ratio
★★★★
Rating
1,517
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.3% 5% 5.7% 6.7%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
TREPS
18.16%
Pun. & Sind Bank
3.87%
ICICI Bank
3.64%
Birla Group
3.07%
E X I M Bank
2.84%
Others
68.42%
View all Holdings
Holdings Sector Instrument Asset
TREPS - - 18.16%
Pun. & Sind Bank - - 3.87%
ICICI Bank - - 3.64%
Birla Group - - 3.07%
E X I M Bank - - 2.84%
Tata Power Co. - - 2.74%
Federal Bank - - 2.22%
GSEC2023 - - 1.96%
REC Ltd - - 1.95%
H P C L - - 1.95%
JM Finan Serv - - 1.95%
DBS Bank India - - 1.94%
Larsen & Toubro - - 1.94%
Citicorp Fin. (I - - 1.94%
HDFC Bank - - 1.93%
Stand.Char. Cap. - - 1.93%
IndusInd Bank - - 1.93%
N A B A R D - - 1.92%
Punjab Natl.Bank - - 1.92%
S I D B I - - 1.85%
Bank of Baroda - - 1.82%
Axis Bank - - 1.82%
IIFL Wealth Prim - - 1.56%
IIFL Wealth Mgt - - 1.56%
TBILL-91D - - 1.55%
TBILL-364D - - 0.78%
Canara Bank - - 0.78%
LIC Housing Fin. - - 0.77%
Net CA & Others - - -2.9%
Others
100%
View all Sectors
Sectors Asset
Certificate of Deposit
39.33%
Commercial Paper
20.77%
Reverse Repos
16.66%
T-Bills
15.39%
Corporate Debentures
7.75%
Others
0.1%
View all Assets
Assets Asset
Certificate of Deposit 39.33%
Commercial Paper 20.77%
Reverse Repos 16.66%
T-Bills 15.39%
Corporate Debentures 7.75%
Net Curr Ass/Net Receivables 0.1%

Advance Ratio

4.8
Alpha
0.15
SD
0.01
Beta
9.23
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To generate regular income & capital appreciation through investments in debt securities and money market instruments.

Fund Managers

Sandeep Agarwal

Sundaram Mutual’s Senior Fund Manager – Debt is Sandeep Agarwal. He has more than 13 years of expertise in the Fixed Income industry. Sandeep joined Sundaram Mutual in October 2010 as a Fixed Income Dealer. In June 2012, he transitioned into active fund management. Sandeep served as a Management Trainee – Fixed Income at Deutsche Asset Management before joining Sundaram Mutual.

Sandeep graduated with honours from the University of Kota in Rajasthan. He is also a Chartered Accountant with the Institute of Chartered Accountants of India, New Delhi, and a Company Secretary with the Institute of Company Secretaries of India, New Delhi.

Sundaram Corporate Bond Fund, Sundaram Medium Term Bond Fund, Sundaram Short Term Debt Fund, Sundaram Debt Oriented Hybrid Fund, Sundaram Banking & PSU Debt Fund, Sundaram Equity Hybrid Fund (Debt), Sundaram Money Market Fund, Sundaram Fixed Term Plans, Sundaram Ultra Short Term Fund, and Sundaram Overnight Fund are currently managed by Sandeep.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

How to invest in Sundaram Ultra Short Duration Fund – Direct Growth ?

You can invest in Sundaram Ultra Short Duration Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Ultra Short Duration Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

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

The NAV of Sundaram Ultra Short Duration Fund – Direct Growth is ₹2,569.6 as of 29 September 2023.

How to redeem Sundaram Ultra Short Duration Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Ultra Short Duration Fund – Direct Growth?

The minimum SIP amount of Sundaram Ultra Short Duration Fund – Direct Growth is ₹2000

How can I redeem my investments in Sundaram Ultra Short Duration Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Ultra Short Duration Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have Sundaram Ultra Short Duration Fund – Direct Growth generated ?

The Sundaram Ultra Short Duration Fund – Direct Growth has delivered 6.7% since inception

What is the expense ratio of Sundaram Ultra Short Duration Fund – Direct Growth ?

The expense ratio of Sundaram Ultra Short Duration Fund – Direct Growth is 0.17 % as of 29 September 2023.

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

The AUM of Sundaram Ultra Short Duration Fund – Direct Growth is ₹45,611 Cr as of 29 September 2023

What are the top stock holdings of Sundaram Ultra Short Duration Fund – Direct Growth?

The top stock holdings of Sundaram Ultra Short Duration Fund – Direct Growth are
  1. TREPS - 18.16%
  2. E X I M Bank - 3.88%
  3. Pun. & Sind Bank - 3.87%
  4. ICICI Bank - 3.64%
  5. LIC Housing Fin. - 3.1%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Ultra Short Duration Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Ultra Short Duration Fund – Direct Growth based on your investment objective and risk tolerance.
Invest Now