Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Ultra Short Term Fund

Holds 1 companies worth ₹0.05 Cr in Aug 2025.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹2,108 CrSundaram Ultra Short Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 12.8% on Aug 2026, ₹2,416 Cr.

  • Largest holding

    Roadstar Infra Investment Trust InvITRoadstar Infra Investment Trust InvIT is 0.0% of this scheme's NAV.

  • Fund manager

    Sandeep AgarwalRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Kumaresh Ramakrishnan (co-manager), Ronak Shah (co-manager).

AUM(Dec 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,108−12.8%
Aug 20262,416+5.8%
Jul 20262,284+15.8%
Jun 20261,972−15.0%
May 20262,320+27.7%
Apr 20261,817+25.0%
Mar 20261,454−19.6%
Feb 20261,808−1.6%
Jan 20261,837−8.0%
Dec 20251,996−13.8%
Nov 20252,316+3.6%
Oct 20252,237+5.9%
AUM at month end, Sept 2026
₹2,108 Cr
−5.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2021 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202652.30%+3.41 pt
Jun 202648.89%−3.01 pt
Mar 202651.90%−7.64 pt
Dec 202559.54%+3.85 pt
Direct plans' share of AUM, Sept 2026
52.30%
−7.23 pt since Dec 2025
Fig. 2.Sundaram Ultra Short Term Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Ultra Short Duration Debt Index A-I. Source: AMFI. Click a column's header to sort by it.
7 days
+7.34%+6.17%+7.83%−0.49 pt+7.35%
15 days
+6.99%+5.82%+7.19%−0.20 pt+6.84%
1 month
+5.43%+4.26%+5.71%−0.27 pt+5.25%
3 months
+6.82%+5.63%+6.96%−0.14 pt+6.69%
6 months
+6.87%+5.67%+7.01%−0.14 pt+6.84%
1 year
+6.56%+5.30%+6.71%−0.15 pt+6.56%
3 years
+7.27%+5.97%+7.20%+0.07 pt+7.24%
5 years
+6.67%+5.37%+6.61%+0.05 pt+6.64%
10 years
+5.98%+4.85%+6.52%−0.54 pt+6.57%
Since launch
+6.86%+5.78%+7.21%−0.35 pt+6.79%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Ultra Short Duration Debt Index A-I. Source: AMFI.