Sundaram Ultra Short to 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 to Short Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹434 Cr

Lock In Period

N/A

Expense Ratio

1.15

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Sundaram Ultra Short to Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.53-0.15259.36
6M2.933.20280.40
1Y5.435.32309.28
3Y6.5913.7746.82

Portfolio Analysis

  • Equity:
  • Debt: 99.68%
  • Others
As on: 2026-08-15
View allocation % by

1. Kotak Mahindra Bank Ltd - 05/03/20276.66%
2. TREPS6.37%
3. Jamnagar Utilities and Power Pvt Ltd - 6.4% - 29/09/20265.75%
4. Bank of Baroda - 05/02/20275.58%
5. Export Import Bank of India - 01/03/20275.56%
6. Canara Bank - 12/03/20275.55%
7. 91 Days - T Bill - 28/08/20264.60%
8. Embassy Office Parks REIT - 12/03/20274.43%
9. Indian Bank - 24/05/20274.37%
10. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20283.46%
11. REC LTD - 6.52% - 31/01/20283.42%
12. Bharti Telecom Ltd - 8.65% - 05/11/20272.32%
13. PNB Housing Finance Ltd - 8.15% - 29/07/20272.32%
14. Small Industries Development Bank of India - 7.68% - 10/08/20272.31%
15. 6.36% Central Government Securities 16/02/20312.30%
16. Muthoot Finance Ltd - 8.4% - 28/08/20282.30%
17. IIFL Finance Ltd - 02/11/20262.26%
18. IndusInd Bank Ltd - 14/12/20262.25%
19. Small Industries Development Bank of India - 28/01/20272.23%
20. Indian Bank - 05/02/20272.23%
21. Union Bank of India - 16/03/20272.22%
22. Muthoot Finance Ltd - 12/03/20272.21%
23. Can Fin Homes Ltd - 8.09% - 04/01/20272.08%
24. Godrej Industries Ltd - 8.36% - 28/08/20262.07%
25. Cash and Other Net Current Assets1.78%
26. 91 Days - T Bill - 01/10/20261.60%
27. REC LTD - 7.56% - 31/08/20271.16%
28. National Bank for Agriculture & Rural Development - 7.64% - 06/12/20291.16%
29. Export Import Bank of India - 7.35% - 27/07/20281.16%
30. National Bank for Financing Infrastructure and Development - 7.37% - 16/07/20291.15%
31. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20281.15%
32. Small Industries Development Bank of India - 7.42% - 12/03/20291.15%
33. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20291.14%
34. 360 ONE WAM Ltd (Prev IIFL Wealth Management Lt- 21/01/20271.11%
35. Muthoot Finance Ltd - 8.65% - 31/01/20280.81%
36. JM Financial Products Ltd - 8.92% - 16/11/20260.77%
37. 360 One Prime Ltd - 8.95% - 04/06/20270.69%
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About Fund Sundaram Ultra Short to Short Term Fund Growth

Sundaram Ultra Short to Short Term Fund Growth managed by Sundaram Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹434 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 1.15. Under the expert guidance of Kumaresh Ramakrishnan ,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

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Invesco India Ultra Short to Short Term Fund - Retail Fund Growth01,732 CR0.67
Mirae Asset Ultra Short to Short Term Fund - Retail Plan Growth0605 CR0.84
Sundaram Ultra Short to Short Term Fund Growth0434 CR1.15
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundInvesco India Ultra Short to Short Term Fund - Retail Fund Growth5.330520.0865
This FundMirae Asset Ultra Short to Short Term Fund - Retail Plan Growth7.076420.214
This FundSundaram Ultra Short to Short Term Fund Growth5.432821.0968
This FundFranklin India Low DurationFund Growth37.141246.82

Sundaram Ultra Short to Short Term Fund Growth FAQs

Sundaram Ultra Short to 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 to Short Term Fund Growth is 1.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Ultra Short to Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.53%
  • 6 Months : 2.93%
  • 1 Year : 5.43%
  • 3 Years : 6.59%
Returns of Sundaram Ultra Short to Short Term Fund Growth are updated daily based on NAV of ₹ 3692.2152 as on Sep 07,2026. Since inception, the return has been 21.10%.

You can invest in Sundaram Ultra Short to 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 to Short Term Fund Growth is ₹434 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Ultra Short to 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.