
Sundaram Ultra Short Term Fund(G)-Direct Plan
+6.63%
5Y annualised
+6.63%
5Y annualised
-0.03% 1D
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Buy, Hold or Sell?
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NAV : 22 Oct 2026
₹3178.72
Min. SIP amount
₹1,000
Fund size (AUM)
2107 Cr
Expense ratio
0.23%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 22 Oct 2026
₹3178.72
Min. SIP amount
₹1,000
Fund size (AUM)
2107 Cr
Expense ratio
0.23%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Others
100.00%
Sector Allocation
Certificate Of Deposit
63.92%
Commercial Paper
19.67%
Corporate Debt
12.98%
Treasury Bills
2.36%
Cash & Cash Equivalents And Net Assets
0.72%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
If units sold on or before 0
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sandeep Agarwal
Present
Kumaresh Ramakrishnan
Present
Ronak Shah
Present
Similar/Peer Fund Comparison
Nippon India Ultra Short Term Fund(G)-Direct Plan
LIC MF Ultra Short Term Fund(G)-Direct Plan
Axis Ultra Short Term Fund(G)-Direct Plan
Invesco India Ultra Short Term Fund(G)-Direct Plan
Mirae Asset Ultra Short-Term Fund(G)-Direct Plan
UTI Ultra Short Term Fund(G)-Direct Plan
DSP Ultra Short Term Fund(G)-Direct Plan
Mahindra Manulife Ultra Short Term Fund(G)-Direct Plan
FAQs
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