Sundaram Ultra Short Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Ultra Short Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹2,674 Cr

Lock In Period

N/A

Expense Ratio

1.39

Exit Load

Nil

Benchmark

NIFTY Ultra Short Duration Debt Index A-I

Sundaram Ultra Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-1.36265.31
6M2.962.11195.09
1Y5.263.01195.09
3Y5.9711.7531.95

Portfolio Analysis

  • Equity:
  • Debt: 99.73%
  • Others
As on: 2026-09-15
View allocation % by

1. TREPS14.56%
2. Punjab National Bank - 05/02/20274.19%
3. Axis Bank Ltd - 07/12/20263.69%
4. Pilani Investment and Industries Corporation Ltd. - 11/03/20273.61%
5. Small Industries Development Bank of India - 16/12/20262.76%
6. The Federal Bank Ltd - 10/12/20262.76%
7. Small Industries Development Bank of India - 18/02/20272.73%
8. National Bank for Agriculture & Rural Development - 18/03/20272.71%
9. Kotak Mahindra Bank Ltd - 18/12/20262.58%
10. Punjab National Bank - 04/02/20272.19%
11. Bank of Baroda - 16/09/20261.87%
12. 91 Days - T Bill - 05/11/20261.86%
13. Small Industries Development Bank of India - 03/12/20261.85%
14. Canara Bank - 18/12/20261.84%
15. Export Import Bank of India - 29/01/20271.82%
16. Canara Bank - 02/02/20271.82%
17. Axis Bank Ltd - 12/02/20271.82%
18. LIC Housing Finance Ltd - 23/02/20271.82%
19. Kotak Mahindra Bank Ltd - 05/03/20271.81%
20. National Bank for Agriculture & Rural Development - 02/03/20271.81%
21. The Federal Bank Ltd - 04/03/20271.81%
22. Bank of Baroda - 11/03/20271.81%
23. IGH Holdings Private Limited - 08/03/20271.81%
24. Indian Bank - 24/05/20271.78%
25. National Bank for Agriculture & Rural Development - 7.8% - 15/03/20271.50%
26. JM Financial Services Ltd - 11/12/20261.47%
27. Indian Bank - 05/02/20271.46%
28. IIFL Finance Ltd - 02/11/20261.29%
29. Infina Finance Pvt Ltd - 01/03/20271.27%
30. 360 One Prime Ltd - 8.95% - 04/06/20271.16%
31. Bank of Baroda - 08/03/20271.09%
32. LIC Housing Finance Ltd - 7.9% - 23/06/20270.94%
33. Small Industries Development Bank of India - 7.55% - 22/09/20260.94%
34. Muthoot Finance Ltd - 8.6% - 02/03/20280.93%
35. National Bank for Agriculture & Rural Development - 7.44% - 24/02/20280.93%
36. Kotak Mahindra Bank Ltd - 24/09/20260.93%
37. Axis Bank Ltd - 27/11/20260.92%
38. Bank of Baroda - 05/02/20270.91%
39. Small Industries Development Bank of India - 05/02/20270.91%
40. HDFC Bank Ltd - 15/02/20270.91%
41. Export Import Bank of India - 01/03/20270.91%
42. National Bank for Agriculture & Rural Development - 10/03/20270.91%
43. ICICI Securities Ltd - 05/03/20270.90%
44. Union Bank of India - 15/03/20270.90%
45. ICICI Bank Ltd - 25/03/20270.90%
46. Indian Bank - 15/06/20270.89%
47. Bharti Telecom Ltd - 7.35% - 15/10/20270.74%
48. Muthoot Finance Ltd - 20/01/20270.73%
49. LIC Housing Finance Ltd - 11/02/20270.73%
50. Punjab National Bank - 09/03/20270.72%
51. Cholamandalam Investment and Finance Company Ltd - 8.4% - 18/09/20270.56%
52. REC LTD - 7.56% - 31/08/20270.56%
53. Muthoot Finance Ltd - 8.65% - 31/01/20280.56%
54. Punjab National Bank - 28/01/20270.55%
55. Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/20270.48%
56. Cash and Other Net Current Assets0.11%

1. 364 Days - T Bill - 03/12/20262.77%

1. REC LTD - 7.54% - 30/12/20260.94%
No Data Found
No Data Found

About Fund Sundaram Ultra Short Term Fund Growth

Sundaram Ultra Short Term Fund Growth managed by Sundaram Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹2,674 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 1.39. 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 Growth0531 CR1.17
Sundaram Ultra Short Term Fund Growth12,673 CR1.39
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR0.52
Fund Name1Y3Y
This FundMotilal Oswal Ultra Short Term Fund Growth5.281117.9811
This FundSundaram Ultra Short Term Fund Growth5.264619.0028
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 Term Fund Growth FAQs

Sundaram Ultra Short Term 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 Term Fund Growth is 1.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Ultra Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 2.96%
  • 1 Year : 5.26%
  • 3 Years : 5.97%
Returns of Sundaram Ultra Short Term Fund Growth are updated daily based on NAV of ₹ 2869.0349 as on Oct 08,2026. Since inception, the return has been 19.00%.

You can invest in Sundaram Ultra Short Term 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 Term Fund Growth is ₹2,674 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Ultra Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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