- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Ultra Short Duration Fund (Growth)
Formerly Principal US/T Gr
Sundaram Ultra Short Duration Fund (Growth)
₹ 2293.4346
NAV (Dec 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
treps
17.6%punjab & sind bank
4.1%lic housing finance limited
4.1%export-import bank of india
4.1%birla group holdings private limited
3.7%Compare Sundaram Ultra Short Duration Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.