• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A)
Sundaram Mutual Fund

Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A)

DebtUltra Short

1061.4065

NAV (Jan 19)

0.1%
Till Date 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

1,264 Cr. Small within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite 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

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

1061.4065

NAV (Jan 19)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

0.1%

6 Month CAGR

NA

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Scheme Information

Investment Objective

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

Expense Ratio

0

Launched (0y ago)

Jan 03, 2022

AUM in Crores

1263.900

ISIN

INF903JA1JM9

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Bekxy Kuriakose

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,864 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    22.8%

    16.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Ultra Short Debt fund and has delivered an annualised return of 0.1% over a period of 0 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Bekxy Kuriakose.

    Nav of Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A) as of 19/01/2022 is ₹1061.41 with the total AUM as of 20/01/2022 is ₹1263.9. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A) was launched on Jan 03, 2022. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) is rated as a 3 fund in Debt and delivered null% 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 Inc Dist cum Cap Wdrl (PIDCW-A).

    Frequently Asked Questions

    What is Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A)?

    How to invest in Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A)?

    What is the minimum sip amount of Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A)?

    Is Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A) good to invest in?

    What is the expense ratio of the Sundaram Ultra Short Duration Fund Inc Dist cum Cap Wdrl (PIDCW-A)?