Sundaram Ultra Short Term Fund

Regular plan – Growth

Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

Option	AMFI code	ISIN
Growth (this page)	149535	INF173K01CU9
IDCW	149537	INF173K01CY1, INF173K01CX3, INF173K01CZ8

Ultra Short Term Fund Sundaram Mutual Fund

Open-ended. Launched on 28 Dec 2007.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.: Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.: ₹2,108 cr; 30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.: ₹1,000; a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.: NIFTY Ultra Short Duration Debt Index A-I; as the SID names it
Riskometer: Low to Moderate; read by Felix on 28 Oct 2026

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

3 changes in the last 12 months: Ronak Shah became a fund manager, 13 Aug 2026; Kumaresh Ramakrishnan became a fund manager, 9 Jun 2026; SEBI renamed its category from Ultra Short Duration Fund to Ultra Short Term Fund, 26 Feb 2026. See what changed

What it is

SEBI’s rule for an Ultra Short Term Fund: debt and money market instruments, with a portfolio Macaulay duration of 3 to 6 months. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Debtallowed 0% to 100%

Money marketallowed 0% to 100%

Source: the SID’s asset allocation, from fund house disclosures.

Potential risk class (PRC)

PRC Potential risk class: the most interest-rate risk and credit risk a debt scheme may take, on SEBI’s three-by-three grid, as its SID states it.as the SID states it

The most risk the scheme may take: interest-rate risk in rows, credit risk in columns. This scheme: B-I.
Interest-rate risk	Credit risk relatively low (A)	Moderate (B)	Relatively high (C)
Relatively low (I)		B-I
Moderate (II)
Relatively high (III)

Riskometer

The risk of the scheme is Low to Moderate

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Sundaram Mutual Fund

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Benchmark: NIFTY Ultra Short Duration Debt Index A-I. Its riskometer is published monthly by the fund house: Riskometer disclosures, Sundaram Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Kumaresh Ramakrishnansince 9 Jun 2026
Fund manager
4 months
Also manages Sundaram Aggressive Hybrid Fund, Sundaram Arbitrage Fund, Sundaram Banking and PSU Debt Fund, Sundaram Conservative Hybrid Fund, Sundaram Corporate Bond Fund, Sundaram Dynamic Asset Allocation Fund, Sundaram Equity Savings Fund, Sundaram Income Plus Arbitrage Active FoF, Sundaram Liquid Fund, Sundaram Medium Term Fund, Sundaram Money Market Fund, Sundaram Multi Asset Allocation Fund, Sundaram Overnight Fund, Sundaram Short Term Fund, Sundaram Ultra Short to Short Term Fund
Ronak Shahsince 13 Aug 2026
Fund manager
2 months
Also manages Sundaram Banking and PSU Debt Fund, Sundaram Corporate Bond Fund, Sundaram Liquid Fund, Sundaram Short Term Fund
Sandeep Agarwalsince 1 Jan 2022
Fund manager
4 years 9 months
Also manages Sundaram Banking and PSU Debt Fund, Sundaram Business Cycle Fund, Sundaram Corporate Bond Fund, Sundaram Flexi Cap Fund, Sundaram Income Plus Arbitrage Active FoF, Sundaram Liquid Fund, Sundaram Medium Term Fund, Sundaram Money Market Fund, Sundaram Multi-Factor Fund, Sundaram Overnight Fund, Sundaram Short Term Fund, Sundaram Ultra Short to Short Term Fund, Sundaram Value Fund

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI

Fund house: Sundaram Mutual Fund
SEBI category: Ultra Short Term Fund
Plan and option: Regular plan – Growth
Structure: Open-ended
Launched: 28 Dec 2007
AMFI code, Growth: 149535
ISIN, Growth: INF173K01CU9
Registrar: KFin Tech
Fund house website: sundarammutual.com ↗

Sundaram Mutual Fund

Sundaram Mutual Fund runs 34 schemes in their Regular plan: 16 equity, 9 debt, 6 hybrid, 1 index funds and ETFs, 2 other.

12 fund managers, in their current schemes for 2 years 3 months on average.

1 scheme launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from: ₹1,000, as the KIM states it
Entry load: Nil, since 1 Aug 2009
Stamp duty: 0.005% of the amount invested, since 1 Jul 2020
Applicable NAV: That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money: Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Ultra Short Term Fund

All 26 schemes

26 schemes in their Regular plan, from 26 fund houses.

Schemes 17 to 26 of 26, A to Z; this scheme is marked.Schemes 21 to 25 of 26, A to Z; this scheme is marked.

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Mahindra Manulife Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	205	500	2019
Mirae Asset Ultra Short-Term Fund	NIFTY Ultra Short Duration Debt Index A-I	1,808	99	2020
Motilal Oswal Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	534	500	2013
Nippon India Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	11,551	100	2001
PGIM India Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	232	1,000	2008
SBI Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	11,237	500	1999
Sundaram Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	2,108	1,000	2007
Tata Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	5,404	500	2019
UTI Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	3,017	500	2003
WhiteOak Capital Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	549	500	2019

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
PGIM India Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	232	1,000	2008
SBI Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	11,237	500	1999
Sundaram Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	2,108	1,000	2007
Tata Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	5,404	500	2019
UTI Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	3,017	500	2003

Show all 26 schemes

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Aditya Birla Sun Life Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	16,279	1,000	2003
Axis Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	4,996	100	2018
Bandhan Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	4,098	100	2018
Bank of India Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	196	1,000	2008
Baroda BNP Paribas Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	596	500	2018
Canara Robeco Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	529	500	2008
DSP Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	4,425	100	2006
Edelweiss Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	896	Not reported	2026
Franklin India Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	300	500	2024
HDFC Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	15,675	100	2018
HSBC Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	2,733	1,000	2020
ICICI Prudential Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	15,236	1,000	2011
Invesco India Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	1,394	1,000	2010
ITI Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	167	500	2021
Kotak Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	15,261	100	2004
LIC MF Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	1,420	200	2019
Mahindra Manulife Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	205	500	2019
Mirae Asset Ultra Short-Term Fund	NIFTY Ultra Short Duration Debt Index A-I	1,808	99	2020
Motilal Oswal Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	534	500	2013
Nippon India Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	11,551	100	2001
PGIM India Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	232	1,000	2008
SBI Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	11,237	500	1999
Sundaram Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	2,108	1,000	2007
Tata Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	5,404	500	2019
UTI Ultra Short Term Fund	NIFTY Ultra Short Duration Debt Index A-I	3,017	500	2003
WhiteOak Capital Ultra Short Term Fund	CRISIL Ultra Short Duration Debt A-I Index	549	500	2019

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

13 Aug 2026Ronak Shah became a fund manager
9 Jun 2026Kumaresh Ramakrishnan became a fund manager
26 Feb 2026SEBI renamed its category from Ultra Short Duration Fund to Ultra Short Term Fund
1 Jan 2022Sandeep Agarwal became a fund manager
28 Dec 2007Launched
27 Dec 2007NFO closed
20 Dec 2007NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

Sundaram Mutual Fund publishes the scheme’s documents on its website:

Scheme information document (SID)
Key information memorandum (KIM)
Monthly factsheet
Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Sandeep Agarwal, since 1 Jan 2022 (Fund manager); Kumaresh Ramakrishnan, since 9 Jun 2026 (Fund manager); Ronak Shah, since 13 Aug 2026 (Fund manager). Source: Sundaram Mutual Fund’s disclosures.

What is the minimum SIP?

₹1,000 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

NIFTY Ultra Short Duration Debt Index A-I, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 28 Dec 2007.

How do I invest in it?

Read the SID and KIM on Sundaram Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On Sundaram Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

Block	Source	For
Assets	Fund houses’ disclosures, at month-end	30 Sep 2026
Minimums	Fund house documents, as read by Felix	28 Oct 2026
Riskometer	Fund houses’ disclosures, as read by Felix	28 Oct 2026
Asset allocation	The SID, from fund house disclosures	28 Oct 2026
Fund managers	Fund house disclosures	28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission