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Sundaram Mutual Fund · Debt: Low Duration
Sundaram Ultra Short to Short Term Fund - Regular Plan - Growth
To generate regular income & capital appreciation through investments in debt securities and money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
Fixed IncomeBenchmark · Nifty Low Duration Debt Index A-ITER · 1.14%Inception · 01-01-2013
NAV
₹3,702.47
-0.02% · as of 14-10-2026
Since inception
6.98%
CAGR
Benchmark (inception)
6.27%
CAGR
Fund size
₹381 Cr
AUM
Expense ratio
1.14%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +6.98% CAGR vs benchmark +6.27%.
Portfolio
Where the money is invested
Top holdings
Kotak Mahindra Bank Ltd.6.50%
6.40% Jamnagar Utilities & Power Private Limited (29/09/2026)5.60%
364 DTB (03-DEC-2026)5.53%
Bank of Baroda 2027 5.44%
Export-Import Bank of India (MD 01/03/2027)5.42%
Canara Bank (12-Mar-2027)5.41%
Embassy Office Parks Reit (12-Mar-2027) @4.32%
Indian Bank - 24/05/2027**4.26%
7.48% National Bk for Agriculture & Rural Dev.3.35%
LIC Housing Finance Ltd.3.33%
Sector allocation
Not available.
Riskometer
LowVery High
Low to Moderate
What if you'd SIP'd here?
@ 7.0% p.a.₹10,000
10 years
Projected value
₹17,39,001
Invested: ₹12,00,000
Gained: ₹5,39,001
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
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149519
ISIN (Growth)
INF173K01DG6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Debt: Low Duration funds
Nippon India Ultra Short to Short Term Fund Ret Gr Plan Gr
₹3,841.11
1Y
+6.0%
3Y
+6.8%
5Y
+6.1%
ICICI Pru Ultra Short to Short Term Fund Reg Gr
₹588.13
1Y
+6.0%
3Y
+7.3%
5Y
+6.5%
UTI Ultra Short to Short Term Fund Reg Gr
₹3,833.38
1Y
+5.9%
3Y
+7.1%
5Y
+6.4%
Tata Ultra Short to Short Term Fund Reg Gr
₹4,240.65
1Y
+5.9%
3Y
+6.9%
5Y
+6.2%
Franklin India Ultra Short to Short Term Fund Gr
₹11.10
1Y
+5.8%
3Y
+0.0%
5Y
+0.0%
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