- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Ultra Short Duration Fund of (RIDCW-W)
Formerly Principal US/T Wk IDCW-R
Sundaram Ultra Short Duration Fund of (RIDCW-W)
₹ 1020.2615
NAV (Sep 22)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1020.2615
NAV (Sep 22)
Fund Returns
Last 1Y | 1.1% |
Last 3Y | 1.5% |
Last 5Y | 4.8% |
Last 10Y | 5% |
Since Inception | 4.4% |
6 Month CAGR | 0% |
Scheme Information
To generate regular income & capital appreciation through investments in debt securities and money market instruments.
Expense Ratio | 1.38 |
Launched (16y ago) | Dec 28, 2007 |
AUM in Crores | 1610.492 |
ISIN | INF173K01CW5 |
Lock-in | No Lock-in |
Benchmark | NIFTY Ultra Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 8.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -4.797 |
Sharpe Ratio (5yr) | -0.047 |
YTM | 7.22765 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Ultra Short Duration Fund of (RIDCW-W) | 8,21,924 | 89,312 | 4.8% | |
| 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
reverse repo
12%treps
4.6%364 Days Treasury Bill 14-03-2024
4.5%kotak mahindra bank limited (formerly kotak mahindra finance limited)
4.2%axis bank limited
3.1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 8.5% | ||
29.3% | 20.1% | ||
31.4% | 12.2% | ||
29.5% | 14.3% | ||
14.3% | 7.5% |
Sundaram Ultra Short Duration Fund of (RIDCW-W) Review
Sundaram Ultra Short Duration Fund of (RIDCW-W) is a Ultra Short Debt fund and has delivered an annualised return of 4.4% over a period of 15 years. The fund was previously known as Principal US/T Wk IDCW-R. 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 of (RIDCW-W) as of 9/22/2023 is ₹1020.26 with the total AUM as of 9/23/2023 is ₹1610.492. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Duration Fund of (RIDCW-W) 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 of (RIDCW-W) 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 of (RIDCW-W) 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 of (RIDCW-W) is rated as a 1 fund in Debt and delivered 1.1% 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 of (RIDCW-W).
Frequently Asked Questions
What is Sundaram Ultra Short Duration Fund of (RIDCW-W)?
How to invest in Sundaram Ultra Short Duration Fund of (RIDCW-W)?
You can invest in Sundaram Ultra Short Duration Fund of (RIDCW-W) 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 of (RIDCW-W)?
The minimum sip amount for Sundaram Ultra Short Duration Fund of (RIDCW-W) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Ultra Short Duration Fund of (RIDCW-W) good to invest in?
As per Scripbox experts, Sundaram Ultra Short Duration Fund of (RIDCW-W) is a Not Recommended fund. You can investSundaram Ultra Short Duration Fund of (RIDCW-W) 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 of (RIDCW-W)?
The expense ratio of the Sundaram Ultra Short Duration Fund of (RIDCW-W) is 1.38% for regular plan.