Mutual Funds

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan IDCW Weekly

Sundaram Mutual FundUltra Short DurationLow Risk
₹1,020.2+0.14 (+0.01%)

NAV as on 2022-05-26 · Debt · Ultra Short Duration

AUM

₹1,454 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.24%

Risk

Low

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan IDCW Weekly
₹1,020.2+0.01%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

0.0%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹1,018
₹1,020.52

87% from 52W low

Fund Information

Ultra Short DurationDebtSince 03-01-2022

Fund House

Sundaram Mutual Fund

Category

Debt - Ultra Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash61.5%
Other0.4%

Market Cap Split

Top Holdings

49 stocks
Weight1M Change
1

TREPS (Cash)

8.69%0.0%
2

National Bank For Agriculture And Rural Development

6.48%-3.9%
3

Tbill

6.42%+25.0%
4

Indian Bank

6.26%0.0%
5

Bank Of Baroda

5.59%+10.0%
6

Rural Electrification Corporation Limited

5.44%0.0%
7

Punjab National Bank

4.13%+100.0%
8

Small Industries Development Bank Of India

3.60%-7.5%
9

ICICI Home Finance Company Limited

2.59%0.0%
10

Bank of Baroda

2.55%-16.7%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Sundaram Ultra Short Dur Dir Wk IDCW-R1,4540.24---
Nippon India U/STDur SgtdPtf1DirDlIDCW-R--+195.1%--
Aditya BSL Savings Dir Dl IDCW-R21,4670.32+6.9%+7.4%+6.3%
HDFC Ultra S/T Fund Dir Dl IDCW-R17,1710.37+6.7%+6.8%+6.0%
ICICI Pru Ultra Short Term Dir Bns16,8160.40+8.4%+8.1%+9.0%
Kotak Savings Fund Dir Dl IDCW-R14,9660.36+4.0%+5.3%+5.3%
SBI Ultra Short Dur Dir Dl IDCW-R11,8470.35+6.6%+7.3%+6.2%
Nippon India U/ST Duration Dir Dl IDCW-R10,6720.38+7.1%+7.6%+6.9%
Axis Ultra Short Dur Fd Dir Dl IDCW-R3,9580.38+6.9%+6.8%+6.0%
Tata Ultra Short Term Dir Mn IDCW-P3,9550.29+7.0%+7.3%+6.5%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,454 Cr
Expense Ratio0.24%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings61

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.