- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Plan Growth
₹ 2879.74
NAV (Apr 04)
Ultra Short funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Sundaram Ultra Short Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,12,880
Wealth Gained8,45,492
Total Corpus Created (₹)
With CAGR of 5.953 % in 5 yearsHistorical NAV
₹ 2879.7358
NAV (Apr 4)
Fund Returns
Last 1Y | 7.9% |
Last 3Y | 7.1% |
Last 5Y | 6% |
Last 10Y | 6.3% |
Since Inception | 6.9% |
6 Month CAGR | 4% |
Scheme Information
The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.
Expense Ratio | 0.24 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 2004.6 |
ISIN | INF173K01HI3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Ultra Short Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.4 |
Beta | 0.9 |
Sharpe Ratio | 1.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Ultra Short Duration Fund Direct (G) | 8,45,492 | 1,12,880 | 6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Others
4.65%Reserve Bank of India
4.08%Kotak Mahindra Bank Ltd.
3.73%Bharti Telecom Ltd.
2.74%Reserve Bank of India
2.73%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 15,117 cr | ||
₹ 14,435 cr | ||
₹ 7,712 cr | ||
₹ 4,444 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.4% | 18% | ||
7.3% | 7.6% | ||
12.8% | 12% | ||
14% | 20.1% | ||
17.7% | 14% |
Sundaram Ultra Short Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,12,880
Wealth Gained8,45,492
Total Corpus Created (₹)
With CAGR of 5.953 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Ultra Short Duration Fund Direct Plan Growth?
What is the current AUM of Sundaram Ultra Short Duration Fund Direct Growth?
What is the latest NAV of Sundaram Ultra Short Duration Fund Direct Growth?
What is the Riskometer rating for Sundaram Ultra Short Duration Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Ultra Short Duration Fund Direct Plan?
Which are the top stock holdings in Sundaram Ultra Short Duration Fund Direct Plan?
What is the asset allocation of Sundaram Ultra Short Duration Fund Direct Plan Growth?
What has been the performance of Sundaram Ultra Short Duration Fund Direct Growth returns?
Does Sundaram Ultra Short Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Ultra Short Duration Fund Direct Plan Growth?
How to invest in Sundaram Ultra Short Duration Fund Direct Growth?
How can I redeem my investment in Sundaram Ultra Short Duration Fund Direct Plan?