Sundaram Ultra Short Term Fund Regular Plan - Growth
Category: Debt: Ultra Short Duration
Launch Date: 01-07-2019
AUM:
₹ 2,107.99 Cr
Expense Ratio
1.39%
Benchmark
CRISIL Ultra ST Debt TRI
ISIN
INF903JA1HR2
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
250
Fund Manager
Sandeep Agarwal, Kumaresh Ramakrishnan, Ronak Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Ultra Short Term Fund Regular Plan - Growth | 2.31 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.0376
Last change
0 (0.0118%)
Fund Size (AUM)
₹ 2,107.99 Cr
Performance
3.96% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate regular income by investing predominantly in debt and money market instruments.
Fund Manager
Sandeep Agarwal, Kumaresh Ramakrishnan, Ronak Shah
Riskometer
Low to Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Punjab National Bank (05/02/2027) | 5.33 |
| AXIS BANK LTD. | 4.69 |
| The Federal Bank Limited 2026 | 3.51 |
| Small Industries Development Bank of Indi | 3.47 |
| Kotak Mahindra Bank Ltd. | 3.28 |
| Punjab National Bank | 2.78 |
| 91 Days Tbill (MD 05/11/2026) | 2.36 |
| Small Industries Dev Bank of India | 2.35 |
| Canara Bank (18/12/2026) | 2.34 |
| CD - EXIM BANK - 29/01/2027 | 2.32 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Ultra Short Term Reg Gr | 0.0 |