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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹1,838 Cr
Lock In Period
N/A
Expense Ratio
1.43
Benchmark
NIFTY Ultra Short Duration Debt Index A-I
Exit Load
Nil
Summary
Latest details for Sundaram Ultra Short Duration Fund Growth include a ₹2770.1565 NAV as of Feb 20,2026 and returns since inception of 19.45%. Minimum investments start at SIP ₹1000. The Sundaram Ultra Short Duration Fund Growth AUM is ₹1,838 Cr, with a lock-in of N/A years, expense ratio of 1.43%, and benchmark NIFTY Ultra Short Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2026-01-31
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About Fund
Sundaram Ultra Short Duration Fund Growth managed by Sundaram Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹1,838 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 1.43. Under the expert guidance of Sandeep Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Ultra Short Term Fund Growth | 1 | 500.02 CR | 1 |
| This FundSundaram Ultra Short Duration Fund Growth | 1 | 1838.47 CR | 1.43 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296.53 CR | 0.66 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296.53 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Ultra Short Term Fund Growth | 5.2495 | 18.2499 |
| This FundSundaram Ultra Short Duration Fund Growth | 5.7027 | 19.4516 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 13.6888 | 28.4789 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 13.6886 | 28.6768 |
FAQs
Sundaram Ultra Short Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Ultra Short Duration Fund Growth is 1.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Ultra Short Duration Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Ultra Short Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Ultra Short Duration Fund Growth is ₹1,838 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Ultra Short Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500