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Sundaram Ultra Short Duration Fund Growth

Fixed IncomeUltra Short Duration

2755.32

0.72(0.03%)

NAV as on 05 Jan, 2026

CAGR

6.14%

Top Performer

This scheme has consistently delivered the best returns in its Ultra Short Duration category across .

Returns

AUM (Crs.)2,362.61
Expense Ratio1.48 %
Sharpe Ratio / Category Average-2.02 / 0.71
Standard Deviation / Category Average0.27 / 0.46
Beta / Category Average0.92 / 0.84
Portfolio Turnover / Category Average225.72 / 276.30
Top 5 Debt Holdings Wt.21.73
Top 10 Debt Holdings Wt.35.13
Investment StyleLimited Sensitivity High Quality
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Sandeep Agarwal, Dwijendra Srivastava
Launch Date28 Dec, 2007
BenchmarkS&P BSE 500

Objective

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

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