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  • Sundaram Mutual Fund
  • Sundaram Ultra Short Term Fund (Growth)
Sundaram Mutual Fund

Sundaram Ultra Short Term Fund (Growth)

DebtUltra Short

11.0376

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Scripbox Recommended Debt Funds
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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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 (5y ago)
Jun 24, 2019
AUM in Crores
1329.690
ISIN
INF903JA1HR2
Lock-in
No Lock-in
Benchmark
NIFTY Ultra Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
3.77898
Fund Managers

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 Term Fund (Growth)70%7,73,713 41,1012.3%
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 2021-12-31

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,612 cr

₹ 5,017 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,179 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,243 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.1%

8.9%

20.4%

21.6%

5.4%

4.9%

23.4%

13.7%

20.4%

%

Sundaram Ultra Short Term Fund (G) Review

Sundaram Ultra Short Term Fund (G) is a Ultra Short Debt fund and has delivered an annualised return of 4% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.

Nav of Sundaram Ultra Short Term Fund (G) as of 12/31/2021 is ₹11.04 with the total AUM as of 7/20/2024 is ₹1329.69. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Term Fund (G) 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 (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 Term 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 TR INR.

Sundaram Ultra Short Term Fund (G) is rated as a 0 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 (G).

Frequently Asked Questions

What is Sundaram Ultra Short Term Fund (G)?

Sundaram Ultra Short Term Fund (G) 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 Term Fund (G)?

You can invest in Sundaram Ultra Short Term 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 Term Fund (G)?

The minimum sip amount for Sundaram Ultra Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Ultra Short Term Fund (G) good to invest in?

As per Scripbox experts, Sundaram Ultra Short Term Fund (G) is a Not Reviewed Yet fund. You can investSundaram Ultra Short Term 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 Term Fund (G)?

The expense ratio of the Sundaram Ultra Short Term Fund (G) is 1.51% for regular plan.