• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M)

Formerly Sundaram Ultra Short Term Reg Mn DP

Sundaram Mutual Fund

Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M)

DebtUltra Short

10.2509

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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

10.2509

NAV (Dec 31)

Fund Returns

Last 1Y
2.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
2.6%
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 (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
Fund Managers

Sandeep Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M)70%7,71,863 39,2512.2%
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
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M)?

Sundaram Ultra Short Term Fund Wtdrwl (PIDCW-M) 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 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.