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Sundaram Ultra Short Duration Fund IDCW Monthly

Debt
Ultra Short Duration
Low to Moderate Risk
4.31%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹1,060.01
Min. SIP amountNA
Rating2
Fund size₹1,263.90Cr

Returns and rankings

Category: Debt Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.8%4.3%4.1%6.6%
Category average3.7%5.5%5.9%NA
Rank with in category231813NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills11.7%
Reserve Bank of India
FinancialT-Bills8.3%
FinancialDebenture4.0%
FinancialCP4.0%
CommunicationCP3.9%
Tata Power Renewable Energy Ltd.
EngineeringCP3.9%
Reserve Bank of India
FinancialT-Bills3.9%
Small Industries Devp. Bank of India Ltd.
FinancialCP3.9%
IIFL Wealth Prime Ltd.
FinancialCP3.1%
JM Financial Services Pvt. Ltd.
FinancialCP3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.04%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details
Sandeep Agarwal
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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