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Sundaram Mutual Fund · Debt: Ultra Short Duration
Sundaram Ultra Short Duration Fund Growth Option
To generate regular income by investing predominantly in debt and money market instruments
Fixed IncomeBenchmark · Nifty Ultra Short Duration Debt Index A-ITER · 1.39%Inception · 01-01-2013
NAV
₹2,870.85
+0.02% · as of 13-10-2026
Since inception
5.47%
CAGR
Benchmark (inception)
6.27%
CAGR
Fund size
₹2,416 Cr
AUM
Expense ratio
1.39%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +5.47% CAGR vs benchmark +6.27%.
Portfolio
Where the money is invested
Top holdings
Canara Bank (15-Sep-2026)6.93%
HDFC Bank Limited (11/09/2026) 4.20%
Punjab National Bank 2026 3.78%
7.58% National Bk for Agriculture & Rural Dev.3.22%
Union Bank of India (15/09/2026)3.15%
Bank of Baroda (10/09/2026)3.15%
182 DAYS TREASURY BILL 04/06/20262.14%
Union Bank of India2.14%
Reliance Industries Ltd.2.14%
Punjab National Bank 20262.11%
Sector allocation
Not available.
Riskometer
LowVery High
Low to Moderate
What if you'd SIP'd here?
@ 5.5% p.a.₹10,000
10 years
Projected value
₹15,99,759
Invested: ₹12,00,000
Gained: ₹3,99,759
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
S
Sandeep Agarwal, Kumaresh Ramakrishnan, Ronak Shah
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149535
ISIN (Growth)
INF173K01CU9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Debt: Ultra Short Duration funds
Baroda BNP Paribas Ultra Short Term Fund Reg Gr
₹1,671.24
1Y
+6.4%
3Y
+7.0%
5Y
+6.5%
HSBC Ultra Short Term Fund Reg Gr
₹1,466.33
1Y
+6.4%
3Y
+7.0%
5Y
+6.3%
Mirae Asset Ultra Short Term Fund Reg Gr
₹1,417.72
1Y
+6.3%
3Y
+7.1%
5Y
+6.5%
ABSL Ultra Short Term Fund Reg Gr
₹594.39
1Y
+6.3%
3Y
+7.2%
5Y
+6.6%
BANDHAN ULTRA SHORT TERM FUND Reg Gr
₹16.47
1Y
+6.3%
3Y
+6.9%
5Y
+6.3%
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