- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Ultra Short Duration Fund (G)
Sundaram Ultra Short Duration Fund (G)
₹ 2562.4138
NAV (Oct 03)
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
₹ 2562.4138
NAV (Oct 3)
Fund Returns
Last 1Y | 6.3% |
Last 3Y | 5.1% |
Last 5Y | 4.5% |
Last 10Y | 5.4% |
Since Inception | 6.4% |
6 Month CAGR | 3.2% |
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 | 1.48 |
Launched (0y ago) | 1.48 |
AUM in Crores | 1908.7 |
ISIN | INF173K01CU9 |
Lock-in | - |
Benchmark | NIFTY Ultra Short Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.5 |
Beta | 1.1 |
Sharpe Ratio | -1.5 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Ultra Short Duration Fund (G) | 8,16,391 | 83,779 | 4.5% | |
| 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
4.6%Reserve Bank of India
4.1%Kotak Mahindra Bank Ltd.
3.7%Bharti Telecom Ltd.
2.7%Reserve Bank of India
2.7%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,457 cr | ||
₹ 9,577 cr | ||
₹ 15,209 cr | ||
₹ 8,093 cr | ||
₹ 4,566 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.417% | 22.714% | ||
19.463% | 15.299% | ||
11.358% | 8.567% | ||
5.638% | 4.953% | ||
19.146% | 12.219% |
Sundaram Ultra Short Duration Fund (G) Review
Sundaram Ultra Short Duration Fund (G) is a Debt Debt fund and has delivered an annualised return of 6.375% over a period of 16 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Ultra Short Duration Fund (G) as of 10/3/2024 is ₹2562.41 with the total AUM as of 10/4/2024 is ₹1908.670204. 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 2007-12-28. The category risk of the fund is Above Average.
The minimum SIP amount for Sundaram Ultra Short Duration Fund (G) is ₹1000 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 Index A-I.
Sundaram Ultra Short Duration Fund (G) is rated as a 1 fund in Debt and delivered 6.325% 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 ₹1000. 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 1 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 1.48% for regular plan.