Sundaram Ultra Short Term Fund - Direct Plan has delivered 8.13% absolute return over the last 5 years.
The average return for Ultra Short Duration funds is 8.13% .
This fund ranks #1 in its category based on 5-year returns.
The largest portfolio holding is 182 DAYS T BILL 19 11 2026 with a portfolio weight of 5.51% .
The fund currently owns more than 68 stocks.
The top 10 holdings account for 33.38% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.81% | 4.92% |
| 2 Year Return | 23.69% | 9.35% |
| 3 Year Return | 35.46% | 4.58% |
| 4 Year Return | 42.88% | 5.86% |
| 5 Year Return | 57.05% | 8.13% |
| 6 Year Return | 65.75% | 13.28% |
| 7 Year Return | 85.65% | 52.68% |
| Expense Ratio | 0.19% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.51%
|
||
| 2 |
4.53%
|
||
| 3 |
3.67%
|
||
| 4 |
3.53%
|
||
| 5 |
3.46%
|
||
| 6 |
2.69%
|
||
| 7 |
2.65%
|
||
| 8 |
2.64%
|
||
| 9 |
2.60%
|
||
| 10 |
2.10%
|
||
| 11 |
1.80%
|
||
| 12 |
1.79%
|
AMC: SUNDARAM
Category: Debt • Ultra Short Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Sandeep Agarwal
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Sundaram Ultra Short Term Fund - Direct Plan is managed by SUNDARAM and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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