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Fund Overview of Sundaram Ultra Short Duration Fund Direct-idcw Weekly
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₹1,971.8 CrAUM
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0.23%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Ultra Short Duration Fund Direct-idcw Weekly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.58% | NA | 1.71% |
| 6 Months | 3.36% | NA | 3.90% |
| 1 Year | 6.32% | 6.32% | 7.70% |
| 2 Years | 14.77% | 7.13% | 7.59% |
| 3 Years | 23.40% | 7.26% | 7.34% |
| 5 Years | 36.97% | 6.49% | 6.07% |
| 7 Years | 51.91% | 6.16% | NA |
| 10 Years | 79.08% | 6.00% | 6.56% |
Asset Allocation
debt instruments
101.74%Sundaram Ultra Short Duration Fund Direct-idcw Weekly is one Debt mutual fund offered by Sundaram Mutual Fund. Launched on 01 Jan 2013, the fund aims Income over a short term investment horizon. Investment in Debt & Money Market Instruments. It manages assets worth ₹1,971.8 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.23%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Ultra Short Duration Fund Direct-idcw Weekly
The portfolio allocation consists of 101.74% in debt instruments.Managed by Sandeep Agarwal, it has delivered a return of 6.32% in the last year, a total return since inception of 6.86%.
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Key Metrics of Sundaram Ultra Short Duration Fund Direct-idcw Weekly
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Standard Deviation0.42%
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Mean7.08%
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Sharpe Ratio3.05%
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Sortino Ratio4.19%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Ultra Short Duration Fund Direct-flexi Idcw  |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-growth |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Daily |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Fortnightly |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Half Yearly |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Monthly |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Quarterly |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Weekly |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| UTI Ultra Short Duration Fund Direct-idcw Yearly |
₹3,146 | 0.62% | 1.60% | 6.43% | 7.31% | 7.07% |
| Nippon India Ultra Short Duration Fund Direct-growth |
₹10,200 | 0.61% | 1.66% | 6.79% | 7.57% | 6.89% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Ultra Short Duration Fund Regular-growth
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₹1,972 | 0.53% | 1.28% | 2.76% | 5.04% | 5.95% |
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Sundaram Ultra Short Duration Fund Direct-growth
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₹1,972 | 0.62% | 1.58% | 3.36% | 6.32% | 7.26% |
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Sundaram Ultra Short Duration Fund Direct-idcw Monthly
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₹1,972 | 0.62% | 1.58% | 3.36% | 6.32% | 7.26% |
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Sundaram Ultra Short Duration Fund Regular-idcw Monthly
|
₹1,972 | 0.53% | 1.28% | 2.76% | 5.04% | 5.95% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Savings Direct-growth |
₹17,816 | ₹596.86 | 7.48% | 6.65% | 7.04% |
| Aditya Birla Sun Life Savings Regular-growth |
₹17,816 | ₹584.81 | 7.24% | 6.43% | 6.86% |
| Aditya Birla Sun Life Savings Regular-idcw Daily |
₹17,816 | ₹99.98 | 7.24% | 6.43% | 6.86% |
| Aditya Birla Sun Life Savings Direct-idcw Daily |
₹17,816 | ₹99.99 | 7.48% | 6.65% | 7.04% |
| Aditya Birla Sun Life Savings Regular-idcw Weekly |
₹17,816 | ₹100.46 | 7.24% | 6.43% | 6.86% |
| Aditya Birla Sun Life Savings Direct-idcw Weekly |
₹17,816 | ₹100.53 | 7.48% | 6.65% | 7.04% |
| HDFC Ultra Short Term Fund Regular-growth |
₹15,950 | ₹16.10 | 6.86% | 6.10% | - |
| HDFC Ultra Short Term Fund Direct-growth |
₹15,950 | ₹16.50 | 7.21% | 6.44% | - |
| HDFC Ultra Short Term Fund Regular-idcw Daily |
₹15,950 | ₹10.10 | 6.86% | 6.10% | - |
| HDFC Ultra Short Term Fund Direct-idcw Daily |
₹15,950 | ₹10.09 | 7.21% | 6.44% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 17.28% | ₹329.52 Cr |
| Canara Bank Cd 15sep26 | Financial | 8.26% | ₹162.89 Cr |
| Canara Bank Cd 15sep26 | Financial | 8.26% | ₹162.89 Cr |
| Canara Bank Cd 15sep26 | Financial | 8.26% | ₹162.89 Cr |
| Canara Bank Cd 15sep26 | Financial | 8.26% | ₹162.89 Cr |
| Canara Bank Cd 15sep26 | Financial | 6.93% | ₹161.49 Cr |
| Repo | Unspecified | 6.56% | ₹146.02 Cr |
| Repo | Unspecified | 7.71% | ₹141.82 Cr |
| Repo | Unspecified | 5.77% | ₹134.51 Cr |
| Bank Of Baroda Cd 12dec25 | Financial | 5.72% | ₹127.26 Cr |
| Repo | Unspecified | 5.25% | ₹124.00 Cr |
| Canara Bank Cd 15sep26 | Financial | 6.17% | ₹112.15 Cr |
| Canara Bank Cd 15sep26 | Financial | 7.65% | ₹111.29 Cr |
| Repo | Unspecified | 5.01% | ₹105.75 Cr |
| Bank Of Baroda Cd 05jun26 | Financial | 5.15% | ₹98.18 Cr |
| Small Industries Development Bank Of India Cd 05dec25 | Financial | 4.40% | ₹97.98 Cr |
| Hdfc Bank Limited Cd 11sep26 | Financial | 4.20% | ₹97.92 Cr |
| Bank Of Baroda Cd 05jun26 | Financial | 5.31% | ₹97.60 Cr |
| Bank Of Baroda Cd 05jun26 | Financial | 4.88% | ₹97.36 Cr |
| Axis Bank Limited Cd 07dec26 | Financial | 4.93% | ₹97.16 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Ultra Short Duration Fund Direct-flexi Idcw |
₹2,357.21 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-growth |
₹4,858.47 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Daily |
₹1,616.33 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Fortnightly |
₹1,340.17 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Half Yearly |
₹1,540.46 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Monthly |
₹1,170.77 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Quarterly |
₹2,017.28 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Weekly |
₹1,083.22 | 7.31% | 7.07% | - |
| UTI Ultra Short Duration Fund Direct-idcw Yearly |
₹1,528.21 | 7.31% | 7.07% | - |
| Nippon India Ultra Short Duration Fund Direct-growth |
₹4,762.74 | 7.57% | 6.89% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Ultra Short Duration Fund Direct-idcw Weekly
What is the current AUM of Sundaram Ultra Short Duration Fund Direct-idcw Weekly?
As of Tue Jun 30, 2026, Sundaram Ultra Short Duration Fund Direct-idcw Weekly manages assets worth ₹1,971.8 crore
How has Sundaram Ultra Short Duration Fund Direct-idcw Weekly performed recently?
- 3 Months: 1.58%
- 6 Months: 3.36%
What is the long-term performance of Sundaram Ultra Short Duration Fund Direct-idcw Weekly?
- 3 Years CAGR: 7.26%
- 5 Years CAGR: 6.49%
- Since Inception: 6.86%
What is the portfolio composition of Sundaram Ultra Short Duration Fund Direct-idcw Weekly?
Debt: 101.74%, Others: -1.74%.
Who manages Sundaram Ultra Short Duration Fund Direct-idcw Weekly?
Sundaram Ultra Short Duration Fund Direct-idcw Weekly is managed by Sandeep Agarwal from Sundaram Mutual Fund.
Which are the top companies Sundaram Ultra Short Duration Fund Direct-idcw Weekly has invested in?
- Repo – 17.28% of the fund's portfolio
- CANARA BANK CD 15SEP26 – 8.26% of the fund's portfolio
- CANARA BANK CD 15SEP26 – 8.26% of the fund's portfolio
- CANARA BANK CD 15SEP26 – 8.26% of the fund's portfolio
- CANARA BANK CD 15SEP26 – 8.26% of the fund's portfolio
Which are the major sectors Sundaram Ultra Short Duration Fund Direct-idcw Weekly focuses on?
- Financial – 88.38% of the fund's portfolio
- Unspecified – 47.58% of the fund's portfolio
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