Sundaram Ultra Short Duration Fund Weekly Payout of Income Dis cum Cap Wdrl

Sundaram Ultra Short Duration Fund Weekly Payout of Income Dis cum Cap Wdrl is a debt fund. This fund was started on 28 December, 2007. The fund is managed by Sandeep Agarwal, Dwijendra Srivastava. This fund is suitable to keep your money safe.

1. Sundaram Ultra Short Duration Fund Weekly Payout of Income Dis cum Cap Wdrl has ₹2112 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 1.5.
   

Sundaram Ultra Short Duration Fund Weekly Payout of Income Dis cum Cap Wdrl has given a CAGR return of 4.15% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.05%, 1.12% and 4.39% respectively.

Sundaram Ultra Short Duration Fund Weekly Payout of Income Dis cum Cap Wdrl has allocated its funds majorly in Industrial, Corporate, Cash Equivalent, Government. Its top holdings are HDFC Bank Limited, Rural Electrification Corporation Limited, National Bank For Agriculture And Rural Development, 364 DTB 06112025, The Federal Bank Limited

As it is a ultra short duration mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

To generate regular income & capital appreciation through investments in debt securities and money market instruments.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Ultra Short Duration Fund Weekly Payout of Income Dis cum Cap Wdrl has no lock in period.