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  • Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (Dividend Payout - Quarterly)

Formerly Sundaram Ultra Short Term Reg Qt DS

Sundaram Mutual Fund

Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (Dividend Payout - Quarterly)

DebtUltra Short

10.4992

NAV (Oct 21)

3.9%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in ultra short mutual funds.

However, Scripbox does not recommend investing in ultra short mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,148 Cr. Medium within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

10.4992

NAV (Oct 21)

Fund Returns

Last 1Y
2.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
3.9%
6 Month CAGR
1.2%
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Scheme Information

Investment Objective

The investment objective is to generate regular income by investing predominantly in debt and money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
1.51
Launched (2y ago)
Jun 24, 2019
AUM in Crores
1147.094
ISIN
Lock-in
No Lock-in
Benchmark
CRISIL Ultra Short Term Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Sandeep Agarwal

Fund Manager

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Siddharth Chaudhary

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q)

    About Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q)

    Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) is a Ultra Short Debt fund and has delivered an annualised return of 3.9% over a period of 2 years. The fund was previously known as Sundaram Ultra Short Term Reg Qt DS . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Sandeep Agarwal, Siddharth Chaudhary

    Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) 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 SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) NAV,AUM,Risk

    The Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) fund was launched on Jun 24, 2019. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2021-10-21 is ₹10.50. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1147.094. The category risk of the Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) fund is Low to Moderate Risk. The fund charges 1.51 % as expense ratio.

    Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) Holdings

    The fund’s highest allocation is towards Others and has invested 77.9% in this asset class. The top three holdings of the fund are , reverse repo , treps , 364 dtb 25112021 , national bank for agriculture and rural development , axis bank limited , 182 dtb 12112021 , indian oil corporation limited , 182 dtb 09122021 , tata power solar systems limited , the ramco cements limited , reliance industries limited , julius baer capital (india) private limited , iifl wealth finance limited , power finance corporation limited , iifl wealth management limited , national bank for agriculture and rural development , astec lifesciences ltd - 17/01/2022 , export-import bank of india , housing development finance corporation limited , 182 dtb 16122021 , housing development finance corporation limited , housing development finance corporation limited , lic housing finance limited , national highways authority of india , 182 dtb 25112021 , axis bank limited , cash and other net current assets^ , hdb financial services limited , astec lifesciences limited , lic housing finance limited , power finance corporation limited , rec limited

    Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) 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 SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) Review

    Sundaram Ultra Short Term Fund SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) 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 SweepTransfer of Income Distribution cum Cap Wtdrwl (D-Q) has a score of 3out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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