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Mutual Funds

Sundaram Ultra Short to Short Term Fund

Sundaram Ultra Short to Short Term Fund icon

Sundaram Ultra Short to Short Term Fund

Low DurationRank #24
1/5

NAV (2026-08-24)

3678.33

AUM

₹432.95 Cr

Exp. Ratio: 1.14%

RISK LEVEL

Low To Moderate

Returns & Performance

1 Year5.22%0.51% vs cat avgRank #24
3 Year6.53%0.27% vs cat avgRank #20
5 Year7.34%1.22% vs cat avgRank #2
Since Launch6.99%0.39% vs cat avg

Fund vs Category Average

1Y
5.22%-0.51%
3Y
6.53%-0.27%
5Y
7.34%+1.22%

Pros & Cons

Pros

Above category avg 5Y returns
No lock-in period
Outperforms category avg since launch

Cons

1Y returns trail category average
3Y returns below category average
1Y category rank outside top 15 (#24)
Overall rank #24 in category
ISININF173K01DG6
NAV₹3678.33
NAV Date2026-08-24
AUM₹432.95 Cr
Expense Ratio1.14%
RiskLow To Moderate
Rating1 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Exit Load3.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Kumaresh Ramakrishnan

Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).

Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.

Top Holdings

CompanySectorAsset Value (Cr)Asset %
Bank Of Baroda 15/12/2026Financial₹33.287.64
IDBI Bank Ltd. 27/05/2025Financial₹24.737.23
AU Small Finance Bank Ltd. 01/10/2025Financial₹24.097.04
Power Finance Corporation Ltd. 7.17 22/05/2025Financial₹24.946.59
Bank Of Baroda 06/02/2026Financial₹24.736.46
HDFC Bank Ltd. 11/09/2026Financial₹24.696.41
HDFC Bank Ltd. 27/05/2025Financial₹19.915.89
Bank Of Baroda 05/02/2027Financial₹24.145.58
Canara Bank 12/03/2027Financial₹23.995.54
HDFC Bank Ltd. 24/02/2027Financial₹23.445.38

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of Sundaram Ultra Short to Short Term Fund is ₹3,678.33 as of 2026-08-24.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.