• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Ultra Short Duration Fund of (RIDCW-W)

Formerly Principal US/T Wk IDCW-R

Sundaram Mutual Fund

Sundaram Ultra Short Duration Fund of (RIDCW-W)

DebtUltra Short

1020.0913

NAV (May 22)

1.1%
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.

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 ->

Fund Size

Neutral

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

Rolling Returns

Poor

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

Invest in this fund
Scripbox Recommended Debt Funds
Want the ultra short term debt funds that are right for your short term investment needs?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

1020.0913

NAV (May 22)

Fund Returns

Last 1Y
0%
Last 3Y
1.1%
Last 5Y
4.5%
Last 10Y
4.7%
Since Inception
4.2%
6 Month CAGR
0%

Scheme Information

Investment Objective

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

Expense Ratio
1.46
Launched (17y ago)
Dec 28, 2007
AUM in Crores
2282.468
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)
8.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-6.005
Sharpe Ratio (5yr)
-0.034
YTM
7.43
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Ultra Short Duration Fund of (RIDCW-W)70%8,15,934 83,3224.5%
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.

Asset allocation and Holdings

Last updated on 2024-05-22

Top Debt Holdings

treps

10.6%
10.6%

cash and other net current assets^

6.3%
6.3%

182 Days Treasury Bill 29-08-2024

4.3%
4.3%

india (republic of)

4.2%
4.2%

punjab national bank

2.7%
2.7%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 75,396 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.4%

8.8%

20.3%

20.4%

5.2%

4.8%

20.5%

13.1%

20.2%

%

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 4.2% over a period of 16 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 5/22/2024 is ₹1020.09 with the total AUM as of 5/24/2024 is ₹2282.468. 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 0% 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)?

Sundaram Ultra Short Duration Fund of (RIDCW-W) is a Ultra Short Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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 1.46% for regular plan.