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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)

4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.0376

NAV (Dec 31)

Fund Returns

Last 1Y

2.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

4%

6 Month CAGR

1.1%

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

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

Sandeep Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

Compare Sundaram Ultra Short Term Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.5%

    8.4%

    13.7%

    11.6%

    12.2%

    14%

    12%

    7.3%

    11.8%

    13.7%

    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 3 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Sandeep Agarwal.

    Nav of Sundaram Ultra Short Term Fund (G) as of 12/31/2021 is ₹11.04 with the total AUM as of 11/26/2022 is ₹1329.69. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Term Fund (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 stocks 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.