1M
6M
1Y
All
| NAV: 31 Dec 2021 | ₹11.38 |
| Min. SIP amount | ₹1,000 |
| Rating | 3 |
| Fund size | ₹1,284.95Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Ultra Short Duration
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 0.9% | 1.8% | 3.7% | 13.8% |
| Category average | NA | NA | 6.8% | NA |
| Rank with in category | 12 | 17 | 15 | NA |
Understand terms
Holdings (28)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 7.72% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 3.89% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 3.88% |
Reliance Industries Ltd. | Energy | CP | 3.88% |
The Ramco Cements Ltd. | Construction | CP | 3.88% |
Julius Baer Capital India Pvt Ltd. | Financial | CP | 3.87% |
Axis Bank Ltd. | Financial | CD | 3.87% |
Reliance Jio Infocomm Ltd. | Communication | CP | 3.87% |
Tata Power Renewable Energy Ltd. | Engineering | CP | 3.86% |
IIFL Wealth Prime Ltd. | Financial | CP | 3.08% |
See All
Pros and cons
Category: Debt Ultra Short Duration
Pros
Cons
Exit load is zero
1Y annualised returns lower than category average by 3.12%
Lower expense ratio: 0.18%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Expense ratio, exit load and tax
Expense ratio: 0.18%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | ₹1,000 |
Fund management
Siddharth ChaudharyJun 2019 - PresentView details
Siddharth Chaudhary
Jun 2019 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sandeep AgarwalJun 2019 - PresentView details
Sandeep Agarwal
Jun 2019 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Ultra Short Term Fund Direct Growth
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