Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Ultra Short to Short Term Fund

Holds 1 companies worth ₹0.03 Cr in Aug 2025.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹381 CrSundaram Ultra Short to Short Term Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 14.6% on Aug 2026, ₹446 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 Dwijendra Srivastava (co-manager).

AUM(Dec 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026381−14.6%
Aug 2026446+3.1%
Jul 2026433+12.4%
Jun 2026385+6.0%
May 2026363−1.5%
Apr 2026369−15.2%
Mar 2026435−7.3%
Feb 2026469+1.3%
Jan 2026463−1.9%
Dec 2025472+23.3%
Nov 2025383−3.6%
Oct 2025397+2.0%
AUM at month end, Sept 2026
₹381 Cr
−4.1% 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 202644.14%+0.72 pt
Jun 202643.42%−7.02 pt
Mar 202650.44%+6.59 pt
Dec 202543.85%−4.40 pt
Direct plans' share of AUM, Sept 2026
44.14%
+0.29 pt since Dec 2025
Fig. 2.Sundaram Ultra Short to 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 Low Duration Debt Index A-I. Source: AMFI. Click a column's header to sort by it.
7 days
+7.17%+6.42%+7.42%−0.25 pt+6.56%
15 days
+5.89%+5.15%+6.66%−0.76 pt+5.44%
1 month
+3.77%+3.02%+5.15%−1.38 pt+3.40%
3 months
+6.04%+5.29%+6.73%−0.69 pt+5.78%
6 months
+6.32%+5.56%+6.72%−0.39 pt+6.36%
1 year
+5.95%+5.15%+6.33%−0.38 pt+6.18%
3 years
+7.28%+6.51%+7.11%+0.18 pt+7.36%
5 years
+6.68%+5.89%+6.38%+0.29 pt+6.65%
10 years
+6.30%+5.62%+6.45%−0.15 pt+6.83%
Since launch
+7.13%+6.98%+7.12%+0.02 pt+7.41%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Low Duration Debt Index A-I. Source: AMFI.