Sundaram Ultra Short Term Fund
The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.
Growthvine rating: 1/5 — ranked #25 of 31 in category.
Fund basics
| Category | Debt: Ultra Short Duration |
|---|---|
| NAV | ₹2860.23 (as of 2026-09-16) |
| AUM | ₹2,416 Cr |
| Expense ratio | 1.25% |
| Riskometer | Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| Sharpe ratio | 0.31 |
|---|---|
| Standard deviation | 0.41% |
| Max drawdown | -0.16% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 78.4% of NIFTY Ultra Short Duration Debt Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.9% | Q4 (Bottom) | #29 of 30 |
| 2025 | 5.9% | Q4 (Bottom) | #24 of 25 |
| 2024 | 6.4% | Q4 (Bottom) | #23 of 24 |
| 2023 | 6.1% | Q4 (Bottom) | #22 of 24 |