Sundaram Ultra ShortTerm Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

Sundaram Ultra ShortTerm Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000

AUM (Fund size)

₹1,330 Cr

Lock In Period

N/A

Expense Ratio

1.51

Exit Load

Nil

Benchmark

CRISIL Low Duration Debt Index

Sundaram Ultra ShortTerm Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.190.60265.31
6M1.152.80195.09
1Y2.315.65195.09
3Y0.0015.3831.95

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-12-15
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About Fund Sundaram Ultra ShortTerm Fund Growth

Sundaram Ultra ShortTerm 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
Franklin India Ultra Short Bond Fund - Segregated Portfolio 1 - Super IP Growth00 CR
Franklin India Ultra Short Bond Fund - Segregated Portfolio 1-Institutional Growth00 CR
Sundaram Ultra ShortTerm Fund Growth11,329 CR1.51
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 FundFranklin India Ultra Short Bond Fund - Segregated Portfolio 1 - Super IP Growth00
This FundFranklin India Ultra Short Bond Fund - Segregated Portfolio 1-Institutional Growth00
This FundSundaram Ultra ShortTerm 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

Sundaram Ultra ShortTerm Fund Growth FAQs

Sundaram Ultra ShortTerm 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 ShortTerm Fund Growth is 1.51. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Ultra ShortTerm 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 ShortTerm 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 ShortTerm 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 ShortTerm Fund Growth is ₹1,330 crore. It changes based on market performance, inflows, and outflows.

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