• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Ultra Short Duration Fund (Growth)

Formerly Principal US/T Gr

Sundaram Mutual Fund

Sundaram Ultra Short Duration Fund (Growth)

DebtUltra Short

2248.0593

NAV (Jun 24)

3.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in ultra short mutual funds.

However, Scripbox does not recommend investing in ultra short mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

1,069 Cr. Small within the category

Impact of Interest Rate Changes

Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

Scripbox Recommended Ultra Short Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

2248.0593

NAV (Jun 24)

Fund Returns

Last 1Y

2.6%

Last 3Y

3.7%

Last 5Y

3.7%

Last 10Y

6.2%

Since Inception

5.8%

6 Month CAGR

1.3%

Scheme Information

Investment Objective

To generate regular income & capital appreciation through investments in debt securities and money market instruments.

Expense Ratio

1.44

Launched (15y ago)

Dec 28, 2007

AUM in Crores

1068.794

ISIN

INF173K01CU9

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-06-24

Top Debt Holdings

treps

9.5%
9.5%

national bank for agriculture and rural development

7%
7%

hdfc bank limited

7%
7%

canara bank

7%
7%

reliance retail ventures limited

4.7%
4.7%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 52,588 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    4.5%

    5.4%

    4.5%

    5.4%

    5.3%

    6.9%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Ultra Short Duration Fund (G) Review

    Sundaram Ultra Short Duration Fund (G) is a Ultra Short Debt fund and has delivered an annualised return of 5.8% over a period of 14 years. The fund was previously known as Principal US/T Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

    Nav of Sundaram Ultra Short Duration Fund (G) as of 6/24/2022 is ₹2248.06 with the total AUM as of 6/26/2022 is ₹1068.794. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Duration Fund (G) was launched on Dec 28, 2007. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Ultra Short Duration Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Ultra Short Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Ultra Short Duration Debt TR INR.

    Sundaram Ultra Short Duration Fund (G) is rated as a 3 fund in Debt and delivered 2.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Ultra Short Duration Fund (G).

    Frequently Asked Questions

    What is Sundaram Ultra Short Duration Fund (G)?

    Sundaram Ultra Short Duration Fund (G) is a Ultra Short Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Ultra Short Duration Fund (G)?

    You can invest in Sundaram Ultra Short Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Ultra Short Duration Fund (G)?

    The minimum sip amount for Sundaram Ultra Short Duration Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Ultra Short Duration Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Ultra Short Duration Fund (G) is a Neutral fund. You can investSundaram Ultra Short Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Ultra Short Duration Fund (G)?

    The expense ratio of the Sundaram Ultra Short Duration Fund (G) is 1.44% for regular plan.