Sundaram Ultra Short Term Fund Regular Growth

Sundaram Ultra Short Term Fund Regular Growth

Debt

Sundaram Mutual Fund

Ultra Short Duration

Get the latest NAV of Sundaram Ultra Short Term Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹2874.15

NAV as on 02 Nov 2026

5.76%/per year

Since Inception

Absolute Gain%

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Sundaram Ultra Short Term Fund Regular Growth Performance vs. Ultra Short Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (02-Nov-26)

The fund has underperformed the benchmark (Ultra Short Duration Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.28%
1.23%
2.75%
5.18%
5.9%
5.39%
Ultra Short Duration Index
0.31%
1.78%
2.79%
5.42%
5.9%
5.55%
Ultra Short Duration Avg
0.27%
1.27%
2.98%
5.87%
6.65%
6.12%
Best in Ultra Short Duration
0.39%
1.59%
3.46%
6.84%
7.5%
7.01%
Worst in Ultra Short Duration
0.29%
1.36%
3%
6.02%
6.36%
5.82%
Category Rank
10/20
4/18
9/16
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Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Ultra Short Term Fund Regular Growth
1/20
2,108Cr
1.25%
5.18%
5.9%
-1.19
1.04
-0.91
-1.20
-8.07
Tata Ultra Short Term Fund
2/20
5,404Cr
1.11%
5.98%
6.55%
-0.55
1.02
0.55
1.10
-3.17
Mirae Asset Ultra Short Term Fund
3/20
1,808Cr
0.69%
6.24%
7.06%
-0.20
1.18
1.51
3.69
-0.33
Invesco India Ultra Short Term Fund
4/20
1,525Cr
0.79%
6.02%
6.8%
-0.41
1.14
0.99
2.27
-1.43
See all

Sundaram Ultra Short Term Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Absolute Return
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Sundaram Ultra Short Term Fund Regular Growth Asset Allocation

See fund asset allocation details as on (14-Oct-26)

Fund Distribution

as on (14-Oct-26)

AAA
94.1%
AA
5.9%
Cash allocation has gone up from 76.8% to 78.5%
Cash allocation has gone up from 76.8% to 78.5%
Debt allocation has gone down from 22.9% to 21.2%
Debt allocation has gone down from 22.9% to 21.2%

Sundaram Ultra Short Term Fund Regular Growth Sector Allocation

See fund sector allocation details as on (14-Oct-26)

Sector Allocation

Corporate
56.9%
Cash Equivalent
31.9%
Government
11.2%

Top 3 Sectors in September were Industrial, Corporate & Government

Sep'26

Industrial

100%

Corporate

61%

Government

15%

Aug'26

Industrial

100%

Corporate

52%

Government

18%

Sundaram Ultra Short Term Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.25%
Benchmark
NIFTY Ultra Short Duration Debt TR INR
AUM₹2108 Cr
Inception Date28 December, 2007
Min Lumpsum/SIP₹1,000/₹1,000
Exit Load0%
Lock InNo Lock-in
TurnOver
177.35%
Risk
Risk meter
pointer
Low to Moderate Risk

About Sundaram Ultra Short Term Fund Regular Growth

Sundaram Ultra Short Term Fund Regular Growth is a debt fund. This fund was started on 28 December, 2007. The fund is managed by Ronak Shah, Sandeep Agarwal, Kumaresh Ramakrishnan. This fund is suitable to keep your money safe.

Key Parameters

  1. Sundaram Ultra Short Term Fund Regular Growth has ₹2108 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
  2. The fund has an expense ratio 1.3.

Returns

Sundaram Ultra Short Term Fund Regular Growth has given a CAGR return of 5.76% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.18%, 5.90% and 5.39% respectively.

Holdings

Sundaram Ultra Short Term Fund Regular Growth has allocated its funds majorly in Industrial, Corporate, Cash Equivalent, Government. Its top holdings are Punjab National Bank, Axis Bank Limited, Pilani Investments And Industries Corporation Limited, The Federal Bank Limited, Kotak Mahindra Bank Limited

Taxation

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.

Investment objective of Sundaram Ultra Short Term Fund Regular Growth

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

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 1000.00. Sundaram Ultra Short Term Fund Regular Growth has no lock in period.

Fund Manager

Ronak Shah

Fund Manager of Sundaram Ultra Short Term Fund Regular Growth, since 13 August 2026

Sandeep Agarwal

Fund Manager of Sundaram Ultra Short Term Fund Regular Growth, since 1 January 2022

Kumaresh Ramakrishnan

Fund Manager of Sundaram Ultra Short Term Fund Regular Growth, since 9 June 2026

Learn more about Sundaram Mutual Fund
Parameters
Sep'26
Aug'26
Jul'26
AUM
₹ 2.1K Cr
₹ 2.3K Cr
₹ 2.3K Cr
  • AUM of the fund stands at 2.1K Cr as of Sep'26
  • AUM decreased by 176.3 Cr between Sep'26 and Aug'26

Frequently Asked Questions for Sundaram Ultra Short Term Fund Regular Growth

How do I invest in Sundaram Ultra Short Term Fund Regular Growth?

INDmoney makes it simple to invest in the Sundaram Ultra Short Term Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Ultra Short Term Fund Regular Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Ultra Short Term Fund Regular Growth?

The NAV of the fund today is ₹2874.15. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Ultra Short Term Fund Regular Growth fund has generated a return of 5.18% in 1 year, 5.90% in 3 years, 5.39% in 5 years.

Who is the fund manager of Sundaram Ultra Short Term Fund Regular Growth?

The fund managers are Ronak Shah, Sandeep Agarwal, Kumaresh Ramakrishnan.

What is the expense ratio of the fund?

The expense ratio is 1.25%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2108 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Ultra Short Term Fund Regular Growth?

The top 3 holdings of the fund are Punjab National Bank(4.32%), Axis Bank Limited(3.8%), Pilani Investments And Industries Corporation Limited(3.72%)