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Sundaram Mutual Fund · Debt: Ultra Short Duration
Sundaram Ultra Short Term Fund Regular Plan - Growth
The scheme seeks to generate regular income by investing predominantly in debt and money market instruments.
Fixed IncomeBenchmark · CRISIL Ultra ST Debt TRITER · 1.39%Inception · 01-07-2019
NAV
₹11.04
+0.01% · as of 31-12-2021
Since inception
3.96%
CAGR
Benchmark (inception)
6.27%
CAGR
Fund size
₹2,108 Cr
AUM
Expense ratio
1.39%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +3.96% CAGR vs benchmark +6.27%.
Portfolio
Where the money is invested
Top holdings
Punjab National Bank (05/02/2027)4.63%
AXIS BANK LTD.4.07%
Union Bank of India (15/09/2026)3.10%
364 DTB (03-DEC-2026)3.06%
Small Industries Dev Bank of India3.05%
The Federal Bank Limited 2026 3.05%
NABARD 18-MAR-20272.99%
Punjab National Bank2.41%
Tata Projects Limited (08/09/2026)2.07%
HDFC Bank Limited (11/09/2026) 2.07%
Sector allocation
Not available.
Riskometer
LowVery High
Low to Moderate
What if you'd SIP'd here?
@ 4.0% p.a.₹10,000
10 years
Projected value
₹14,74,246
Invested: ₹12,00,000
Gained: ₹2,74,246
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
147425
ISIN (Growth)
INF903JA1HR2
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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