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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹1,330 Cr

Lock In Period

N/A

Expense Ratio

1.51

Benchmark

CRISIL Low Duration Debt Index

Exit Load

Nil

Summary

Latest details for Sundaram Ultra Short Term Fund Growth include a ₹11.0376 NAV as of Dec 31,2021 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Sundaram Ultra Short Term Fund Growth AUM is ₹1,330 Cr, with a lock-in of N/A years, expense ratio of 1.51%, and benchmark CRISIL Low Duration Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.19% returns, against a category average of 1.22% and a category best of 265.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.191.22265.31
6M1.151.16195.09
1Y2.314.66195.09
3Y0.0012.6031.95

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-12-15
View allocation % by

1. 182 Days - T Bill - 1205202211.11%
2. 91 Days - T Bill - 240220227.47%
3. National Bank for Agricultural & Rural Development - 4.6% - 29/07/20223.76%
4. JM Financial Products Ltd - 21/12/20213.76%
5. Small Industrial Development Bank of India - 28/12/20213.76%
6. Reliance Industries Ltd - 28/12/20213.76%
7. Ramco Cements Ltd - 28/12/20213.76%
8. Julius Baer Capital (IndiPrivate Ltd - 12/01/20223.75%
9. Axis Bank Ltd - 28/01/20223.74%
10. Reliance Jio Infocomm Ltd - 04/02/20223.74%
11. 91 Days - T Bill - 100320223.73%
12. Tata Power Renewable Energy Ltd - 21/02/20223.73%
13. IIFL Wealth Prime Ltd - 25/02/20222.98%
14. JM Financial Services LTD. - 28/02/20222.98%
15. IIFL Wealth Management Ltd - 20/12/20212.25%
16. Aditya Birla Money Ltd - 27/01/20222.24%
17. Reverse Repo1.99%
18. Housing Development Finance Corporation Ltd - 7.21% - 30/12/20221.93%
19. LIC Housing Finance Ltd - 5.9% - 11/05/20231.90%
20. 182 Days - T Bill - 161220211.88%
21. Export Import Bank of India - 29/12/20211.88%
22. Can Fin Homes Ltd - 18/01/20221.87%
23. Astec LifeSciences Ltd - 17/01/20221.87%
24. Reliance Industries Ltd - 24/02/20221.87%
25. Berger Paints Ltd - 24/02/20221.87%
26. Axis Bank Ltd - 27/04/20221.85%
27. Axis Bank Ltd - 28/04/20221.85%
28. TREPS1.85%
29. JM Financial Services LTD. - 02/06/20221.84%
30. Power Finance Corporation Ltd - 8.45% - 11/08/20220.77%
31. Cash and Other Net Current Assets0.65%

1. Power Finance Corporation Ltd - 8.18% - 19/03/20222.66%
2. Housing Development Finance Corporation Ltd - 8.05% - 20/06/20221.91%
3. LIC Housing Finance Ltd - 8.595% - 14/01/20220.75%
4. REC Ltd - 8.35% - 11/03/20220.38%

1. National Highway Authority of India - 7.6% - 18/03/20221.90%

About Fund

Sundaram Ultra Short Term Fund Growth managed by Sundaram Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹1,330 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt Index while maintaining an expense ratio of 1.51. Under the expert guidance of Siddharth Chaudhary ,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

Siddharth Chaudhary

Mr. Siddharth Chaudhary is a commerce graduate and holds a PG Diploma in Securities market. He has been associated with Sundaram Asset Management Company Ltd since 2010 as fund manager for Fixed Income. From 2006 - 2010, he was associated with Indian Bank in the Treasury Department and as Fixed Income & Derivatives Dealer.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Ultra Short Term Fund Growth11329.69 CR1.51
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth0296.53 CR0.66
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth0296.53 CR0.52
Fund Name1Y3Y
This FundSundaram Ultra Short Term Fund Growth2.3070
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

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 1.51. 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 : 0.19%
  • 6 Months : 1.15%
  • 1 Year : 2.31%
  • 3 Years : 0.00%
Returns of Sundaram Ultra Short Term Fund Growth are updated daily based on NAV of ₹ 11.0376 as on Dec 31,2021. Since inception, the return has been 0.00%.

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 ₹1,330 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.
Min Inv Amount: ₹500