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.
Sundaram Asset Management Company Ltd manages assets worth 35,508 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Sundaram Ultra Short Term Fund (G)
About Sundaram Ultra Short Term Fund (G)
Sundaram Ultra Short Term Fund (G) is a Ultra Short Debt fund and has delivered an annualised return of 4.2% over a period of 2 years. . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Sandeep Agarwal, Siddharth Chaudhary
Sundaram Ultra Short Term Fund (G) Investment Objective
The investment objective is to generate regular income by investing predominantly in debt and money market instruments. . However, there is no assurance that the objective of the scheme will be realized.
Sundaram Ultra Short Term Fund (G) NAV,AUM,Risk
The Sundaram Ultra Short Term Fund (G) fund was launched on Jun 24, 2019. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2021-09-23 is ₹10.98. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1106.318. The category risk of the Sundaram Ultra Short Term Fund (G) fund is Low to Moderate Risk. The fund charges 1.51 % as expense ratio.
Sundaram Ultra Short Term Fund (G) Holdings
The fund’s highest allocation is towards Others and has invested 73.8% in this asset class. The top three holdings of the fund are , treps , 182 dtb 25112021 , cash and other net current assets^ , julius baer capital (india) private limited , 182 dtb 18112021 , 182 dtb 12112021 , tata power solar systems limited , axis bank limited , national bank for agriculture and rural development , power finance corporation limited , jm financial services limited , housing development finance corporation limited , century textiles & industries limited , jm financial products limited , julius baer capital (india) private limited , national bank for agriculture and rural development , housing development finance corporation limited , national highways authority of india , lic housing finance limited , housing development finance corporation limited , 182 dtb 16122021 , 182 dtb 02122021 , axis bank limited , housing development finance corporation limited , export-import bank of india , birla group holdings private limited , hdb financial services limited , astec lifesciences limited , power finance corporation limited , lic housing finance limited , reverse repo , rec limited
Sundaram Ultra Short Term Fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
Sundaram Ultra Short Term Fund (G) Investment volatility and Horizon
This fund 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 CRISIL Ultra Short Term Debt TR INR.
Sundaram Ultra Short Term Fund (G) Review
Sundaram Ultra Short Term Fund (G) has a score of 3 on a scale of 5. The fund has a score of 2 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Ultra Short Term Fund (G) has a score of 3out of 5
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
