Formerly Sundaram Ultra Short Term Reg Mn DP
₹ 10.2509
NAV (Dec 31)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.2509
NAV (Dec 31)
Last 1Y | 2.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 2.6% |
6 Month CAGR | 1.1% |
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 | INF903JA1HS0 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) | 7,71,863 | 39,251 | 2.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.3% | 8.7% | ||
22% | 20.4% | ||
19.9% | 12.8% | ||
18.1% | 14.7% | ||
10.9% | 7.5% |
Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) is a Ultra Short Debt fund and has delivered an annualised return of 2.6% over a period of 4 years. The fund was previously known as Sundaram Ultra Short Term Reg Mn DP. 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 Wtdrwl (PIDCW-M) as of 12/31/2021 is ₹10.25 with the total AUM as of 3/28/2024 is ₹1329.69. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) 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 Wtdrwl (PIDCW-M) 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 Wtdrwl (PIDCW-M) 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 Wtdrwl (PIDCW-M) is rated as a 0 fund in Debt and delivered 2.2% 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 Wtdrwl (PIDCW-M).
What is Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M)?
How to invest in Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M)?
You can invest in Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) 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 Wtdrwl (PIDCW-M)?
The minimum sip amount for Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) is a Not Reviewed Yet fund. You can investSundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) 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 Wtdrwl (PIDCW-M)?
The expense ratio of the Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) is 1.51% for regular plan.