Sundaram Ultra Short Duration Fund Growth

Risk: Low to Moderate
₹ 2566.54
NAV (Oct 11,2024)

Sundaram Ultra Short Duration Fund (Growth) is a top-performing mutual fund in India. With an expense ratio of 1.42%, it offers excellent returns on investments. The scheme has an established date of 28th December 2007 and has an AUM (Assets Under Management) of INR 1,816.09 crores. The minimum investment required is INR 1,000, making it an attractive option for investors looking for short-term investment opportunities.

Sundaram Ultra Short Duration Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Ultra Short Duration Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.55
  • Sortino
    UM_URBAN_MONEY

    1.14

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.48%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1667.78 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Oct 13, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,158 (1.58%)₹ 10,311.91 (3.12%)₹ 10,640.04 (6.40%)₹ 11,624.02 (16.24%)₹ 12,480.8 (24.81%)
₹ 30,000₹ 30,474 (1.58%)₹ 30,935.73 (3.12%)₹ 31,920.12 (6.40%)₹ 34,872.06 (16.24%)₹ 37,442.4 (24.81%)
₹ 50,000₹ 50,790 (1.58%)₹ 51,559.55 (3.12%)₹ 53,200.2 (6.40%)₹ 58,120.1 (16.24%)₹ 62,404 (24.81%)
₹ 80,000₹ 81,264 (1.58%)₹ 82,495.28 (3.12%)₹ 85,120.32 (6.40%)₹ 92,992.16 (16.24%)₹ 99,846.4 (24.81%)
₹ 1,00,000₹ 1,01,580 (1.58%)₹ 1,03,119.1 (3.12%)₹ 1,06,400.4 (6.40%)₹ 1,16,240.2 (16.24%)₹ 1,24,808 (24.81%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • National Bank for Agriculture & Rural Development8.53%
  • ICICI Bank Ltd7.09%
  • Punjab National Bank7.06%
  • HDFC Bank Ltd6.96%
  • Small Industries Development Bank of India6.12%
  • Kotak Mahindra Bank Ltd4.42%
  • LIC Housing Finance Ltd4.42%
  • Canara Bank4.40%
  • Bank of Baroda4.40%
  • Days T Bill4.37%
  • Union Bank of India4.36%
  • PNB Housing Finance Ltd3.45%
  • IndusInd Bank Ltd3.32%
  • Bharti Telecom Ltd3.01%
  • HSBC InvestDirect Financial Services India Limited2.95%
  • Muthoot Finance Ltd2.91%
  • Tata Motors Finance Ltd2.90%
  • Cholamandalam Investment and Finance Co Ltd2.70%
  • The Federal Bank Ltd2.65%
  • Deutsche Investments India Private Ltd2.36%
  • IDFC First Bank Ltd1.92%
  • Shriram Finance Ltd1.80%
  • HDB Financial Services Ltd1.49%
  • Pilani Investment and Industries Corporation Ltd1.44%
  • Indian Bank1.43%
  • Axis Bank Ltd1.40%
  • Can Fin Homes Ltd0.96%
  • REC LTD0.90%
  • Embassy Office Parks REIT0.90%
  • ICICI Securities Ltd0.87%
  • DBS BANK LTD0.87%
  • Corporate Debt Market Development Fund Class A0.28%
  • TREPS0.23%
  • Cash and Other Net Current Assets-2.89%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.18%

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - GrowthMahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.14%

UTI Ultra Short Duration Fund - Regular Plan - GrowthUTI Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.10%

Kotak Savings Fund - GrowthKotak Savings Fund - Growth

DEBT

Low to Moderate

6.95%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

6.88%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.71%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.68%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.60%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.60%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.82%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.33%

HSBC Ultra Short Duration Fund - Regular Plan - GrowthHSBC Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.33%

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.32%

Kotak Savings Fund - GrowthKotak Savings Fund - Growth

DEBT

Low to Moderate

7.15%

Bandhan Ultra Short Term Fund - Regular Plan - GrowthBandhan Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.10%

UTI Ultra Short Duration Fund - Regular Plan - GrowthUTI Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.06%

PGIM India Ultra Short Duration Fund - GrowthPGIM India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

6.61%

Bank of India Ultra Short Duration Fund - Regular Plan - GrowthBank of India Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.25%

LIC MF Ultra Short Duration Fund - Regular Plan - GrowthLIC MF Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.99%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

4.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mirae Asset Ultra Short Duration Fund - Regular Plan - GrowthMirae Asset Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.17%

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.99%

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - GrowthMahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.90%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.60%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.57%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.40%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.38%

Bandhan Ultra Short Term Fund - Regular Plan - GrowthBandhan Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.05%

PGIM India Ultra Short Duration Fund - GrowthPGIM India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

4.83%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Ultra Short Term Fund - GrowthICICI Prudential Ultra Short Term Fund - Growth

DEBT

Moderate

6.00%

UTI Ultra Short Duration Fund - Regular Plan - GrowthUTI Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.94%

Axis Ultra Short Term Fund - Regular Plan - GrowthAxis Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.31%

Bank of India Ultra Short Duration Fund - Regular Plan - GrowthBank of India Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.23%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.21%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.06%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.01%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.85%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.79%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.44%

Show all Funds

Fund Managers

SA

Mr. Sandeep AgarwalFund Manager

Mr. Sandeep is a B Com, Company Secretary and Chartered Accountant. He jointly manages Sundaram Flexible Fund Flexible Income Plan, Sundaram Gilt Fund, Sundaram Bond Saver, Sundaram Select Debt Short-Term Asset Plan, Sundaram Income Plus, Sundaram Fixed Term Plans and Sundaram Monthly Income Plan along with Dwijendra Srivastava. His previous experience includes 2 years in Deutsche Asset Management in Investment and Trading of Fixed Income securities.

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

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Compare with similar Funds

Sundaram Ultra Short Duration Fund - Growth

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ICICI Prudential Ultra Short Term Fund - Growth

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DSP Ultra Short Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Sundaram Ultra Short Duration Fund - Growth?

The Sundaram Ultra Short Duration Fund - Growth is a mutual fund that carries a low to moderate level of risk.

What is the current NAV (Net Asset Value) of the Sundaram Ultra Short Duration Fund - Growth as of Oct 11,2024?

The current NAV of the Sundaram Ultra Short Duration Fund - Growth as of Oct 11,2024 is INR 2566.54.

What are the returns generated by the Sundaram Ultra Short Duration Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Ultra Short Duration Fund - Growth has delivered returns of 6.14% in 1 year, 4.67% in 3 years, and 4.52% in 5 years.

What is the expense ratio associated with the Sundaram Ultra Short Duration Fund - Growth?

The Sundaram Ultra Short Duration Fund - Growth has a 1.46% expense ratio.

What is the minimum investment amount required for the Sundaram Ultra Short Duration Fund - Growth?

The Sundaram Ultra Short Duration Fund - Growth requires a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the Sundaram Ultra Short Duration Fund - Growth?

Yes, SIP is available for Sundaram Ultra Short Duration Fund - Growth with a minimum investment of INR 1000 per month.

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