• 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

2293.4346

NAV (Dec 06)

3.4%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in ultra short mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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

2293.4346

NAV (Dec 6)

Fund Returns

Last 1Y

3.5%

Last 3Y

3.4%

Last 5Y

3.6%

Last 10Y

6%

Since Inception

5.7%

6 Month CAGR

2.2%

Scheme Information

Investment Objective

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

Expense Ratio

1.43

Launched (15y ago)

Dec 28, 2007

AUM in Crores

1215.851

ISIN

INF173K01CU9

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0.4

Standard Deviation (5yr)

2.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-2.953

Sharpe Ratio (5yr)

-0.557

YTM

6.93285

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 2022-12-06

Top Debt Holdings

treps

17.6%
17.6%

punjab & sind bank

4.1%
4.1%

lic housing finance limited

4.1%
4.1%

export-import bank of india

4.1%
4.1%

birla group holdings private limited

3.7%
3.7%
See all holdings

Compare Sundaram Ultra Short Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

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

    12.8%

    8.4%

    14.1%

    11.7%

    12.6%

    14%

    12.3%

    7.3%

    12.2%

    13.7%

    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 5.7% 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 12/6/2022 is ₹2293.43 with the total AUM as of 12/7/2022 is ₹1215.851. 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 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 1 fund in Debt and delivered 3.5% 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 Not Recommended 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 1.43% for regular plan.