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Sundaram Ultra Short Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Ultra Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹1,817 Cr

Lock In Period

N/A

Expense Ratio

1.37

Exit Load

Nil

Benchmark

NIFTY Ultra Short Duration Debt Index A-I

Summary

Sundaram Ultra Short Duration Fund Growth NAV is ₹2799.3667 as of 23 May, 2026. Sundaram Ultra Short Duration Fund Growth has delivered 18.76% returns since its launch. The minimum SIP investment amount in Sundaram Ultra Short Duration Fund Growth is ₹1000. The AUM of Sundaram Ultra Short Duration Fund Growth is ₹1,817 Cr. The expense ratio of the fund is 1.37%, and its benchmark is NIFTY Ultra Short Duration Debt Index A-I. The current exit load of the fund is Nil. In the last 1M months, Sundaram Ultra Short Duration Fund Growth has delivered 0.12% returns.

Sundaram Ultra Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.12-0.14265.31
6M2.201.57195.09
1Y4.915.11195.09
3Y5.9014.5031.95

Portfolio Analysis

  • Equity:
  • Debt: 99.61%
  • Others
As on: 2026-04-30
View allocation % by

1. Canara Bank - 15/09/20266.17%
2. National Bank for Agriculture & Rural Development - 7.58% - 31/07/20264.13%
3. Union Bank of India - 15/09/20264.03%
4. IIFL Finance Ltd - 22/05/20262.74%
5. Reliance Industries Ltd - 25/06/20262.73%
6. Kotak Mahindra Bank Ltd - 31/08/20262.69%
7. Punjab National Bank - 02/09/20262.69%
8. HDFC Bank Ltd - 11/09/20262.69%
9. Bank of Baroda - 16/09/20262.68%
10. Indian Bank - 05/02/20272.61%
11. Kotak Mahindra Bank Ltd - 05/03/20272.60%
12. The Federal Bank Ltd - 04/03/20272.59%
13. HDFC Bank Ltd - 09/03/20272.59%
14. Birla Group Holdings Pvt Ltd - 12/03/20272.58%
15. LIC Housing Finance Ltd - 6.9% - 17/09/20272.45%
16. Infina Finance Pvt Ltd - 01/03/20271.81%
17. TREPS1.81%
18. 360 One Prime Ltd - 8.95% - 04/06/20271.71%
19. Punjab National Bank - 05/02/20271.56%
20. Muthoot Finance Ltd - 8.6% - 02/03/20281.38%
21. TVS Credit Services Ltd - 9.4% - 26/08/20261.38%
22. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.38%
23. Shriram Finance Ltd - 9.2% - 22/05/20261.38%
24. Small Industries Development Bank of India - 7.55% - 22/09/20261.38%
25. National Bank for Agriculture & Rural Development - 7.5% - 31/08/20261.38%
26. Small Industries Development Bank of India - 7.44% - 04/09/20261.38%
27. Power Finance Corporation Ltd - 7.15% - 08/09/20261.38%
28. HDB Financial Services Ltd - 7.65% - 10/09/20271.37%
29. Cholamandalam Investment and Finance Company Ltd - 28/05/20261.37%
30. Reliance Retail Ventures Ltd - 15/06/20261.37%
31. JM Financial Services Ltd - 20/07/20261.35%
32. Axis Bank Ltd - 10/09/20261.34%
33. Axis Bank Ltd - 26/11/20261.32%
34. Axis Bank Ltd - 27/11/20261.32%
35. Small Industries Development Bank of India - 16/12/20261.32%
36. Punjab National Bank - 04/02/20271.30%
37. HDFC Bank Ltd - 15/02/20271.30%
38. Small Industries Development Bank of India - 18/02/20271.30%
39. Export Import Bank of India - 01/03/20271.30%
40. Union Bank of India - 15/03/20271.30%
41. National Bank for Agriculture & Rural Development - 18/03/20271.29%
42. ICICI Securities Ltd - 05/03/20271.29%
43. Bharti Telecom Ltd - 7.35% - 15/10/20271.09%
44. Muthoot Finance Ltd - 8.65% - 31/01/20280.83%
45. REC LTD - 7.56% - 31/08/20270.83%
46. HDB Financial Services Ltd - 7.84% - 14/07/20260.83%
47. Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/20270.71%
48. Small Industries Development Bank of India - 7.43% - 31/08/20260.55%
49. Cholamandalam Investment and Finance Company Ltd - 22/05/20260.55%
50. Small Industries Development Bank of India - 04/12/20260.53%
51. Bank of Baroda - 12/02/20270.52%
52. National Bank for Agriculture & Rural Development - 17/03/20270.52%
53. Cash and Other Net Current Assets0.40%
54. Bharti Telecom Ltd - 8.65% - 05/11/20270.28%

1. 182 Days - T Bill - 04/06/20262.74%
2. 91 Days - T Bill - 28/05/20261.37%
3. 182 Days - T Bill - 11/06/20261.37%
4. 91 Days - T Bill - 22/05/20261.37%

1. REC LTD - 7.54% - 30/12/20261.38%

About Fund Sundaram Ultra Short Duration Fund Growth

Sundaram Ultra Short Duration Fund Growth managed by Sundaram Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹1,817 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 1.37. 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.

Fund Managers

Sandeep Agarwal

Mr. Sandeep is a Commerce graduate, ACA and ACS. He has been associated with Sundaram Asset Management Company Ltd since 2010 and is currently the fund manager for fixed income schemes.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Ultra Short Term Fund Growth0427.73 CR1.18
Sundaram Ultra Short Duration Fund Growth11816.81 CR1.37
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296.53 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296.53 CR0.52
Fund Name1Y3Y
This FundMotilal Oswal Ultra Short Term Fund Growth4.985917.9251
This FundSundaram Ultra Short Duration Fund Growth4.910918.7569
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

Sundaram Ultra Short Duration Fund Growth 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 1.37. 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 : 0.12%
  • 6 Months : 2.20%
  • 1 Year : 4.91%
  • 3 Years : 5.90%
Returns of Sundaram Ultra Short Duration Fund Growth are updated daily based on NAV of ₹ 2799.3667 as on May 21,2026. Since inception, the return has been 18.76%.

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 ₹1,817 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.