• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D)

Formerly Sundaram Ultra Short Term Reg Dl DR

Sundaram Mutual Fund

Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D)

DebtUltra Short

10.15

NAV (Dec 31)

3.1%
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

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,330 Cr. Medium 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

Low Credit Risk. The fund has a 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

10.15

NAV (Dec 31)

Fund Returns

Last 1Y

2.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.1%

6 Month CAGR

1.1%

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Scheme Information

Investment Objective

The investment objective is to generate regular income by investing predominantly in debt and money market instruments.

Expense Ratio

1.51

Launched (3y ago)

Jun 24, 2019

AUM in Crores

1329.690

ISIN

INF903JA1HU6

Lock-in

No Lock-in

Benchmark

NIFTY Ultra Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Sandeep Agarwal

Fund Manager

user-avatar

Siddharth Chaudhary

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)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,027 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%

    20.8%

    15.8%

    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 Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) Review

    Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) is a Ultra Short Debt fund and has delivered an annualised return of 3.1% over a period of 2 years. The fund was previously known as Sundaram Ultra Short Term Reg Dl DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Sandeep Agarwal, Siddharth Chaudhary.

    Nav of Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) as of 31/12/2021 is ₹10.15 with the total AUM as of 25/01/2022 is ₹1329.69. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) was launched on Jun 24, 2019. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) 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 Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) 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 Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) is rated as a 3 fund in Debt and delivered 2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D).

    Frequently Asked Questions

    What is Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D)?

    How to invest in Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D)?

    What is the minimum sip amount of Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D)?

    Is Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D) good to invest in?

    What is the expense ratio of the Sundaram Ultra Short Term Fund of Income Distribution cum Cap Wtdrwl (RIDCW-D)?