| NAV: 01 Jul 2022 | ₹1,061.93 |
| Min. SIP amount | NA |
| Rating | 1 |
| Fund size | ₹1,169.52Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 2.5% | 3.7% | 3.7% | 6.5% |
| Category average | 3.7% | 5.5% | 5.9% | NA |
| Rank with in category | 26 | 20 | 13 | NA |
Holdings (41)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.7% |
HDFC Bank Ltd. | Financial | CD | 5.6% |
Canara Bank | Financial | CD | 5.6% |
LIC Housing Finance Ltd. | Financial | Debenture | 3.8% |
| Birla Group Holdings Pvt. Ltd. | Financial | CP | 3.8% |
Kotak Mahindra Bank Ltd. | Financial | CD | 3.8% |
| Reliance Retail Ventures Ltd. | Services | CP | 3.8% |
Canara Bank | Financial | CD | 3.8% |
Reserve Bank of India | Financial | T-Bills | 3.8% |
Reserve Bank of India | Financial | T-Bills | 3.8% |
Expense ratio, exit load and tax
Expense ratio: 1.44%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra SrivastavaMay 2022 - PresentView details
Sandeep AgarwalJan 2022 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Sundaram Ultra Short Duration Fund IDCW Monthly?
You can easily invest in Sundaram Ultra Short Duration Fund IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Ultra Short Duration Fund IDCW Monthly from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Ultra Short Duration Fund IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Ultra Short Duration Fund IDCW Monthly provide?
The Sundaram Ultra Short Duration Fund IDCW Monthly has been there from 28 Dec 2007 and the average annual returns provided by this fund is 2.49% since its inception.
How much expense ratio is charged by Sundaram Ultra Short Duration Fund IDCW Monthly?
The term
Expense Ratio used for Sundaram Ultra Short Duration Fund IDCW Monthly or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Ultra Short Duration Fund IDCW Monthly is 1.44% as of 02 Jul 2022...
What is the AUM of Sundaram Ultra Short Duration Fund IDCW Monthly?
The AUM, short for Assets Under Management of Sundaram Ultra Short Duration Fund IDCW Monthly is ₹1,169.52Cr as of 02 Jul 2022.
How to Redeem Sundaram Ultra Short Duration Fund IDCW Monthly?
If you want to sell your Sundaram Ultra Short Duration Fund IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Ultra Short Duration Fund IDCW Monthly?
What is the NAV of Sundaram Ultra Short Duration Fund IDCW Monthly?
The NAV of Sundaram Ultra Short Duration Fund IDCW Monthly is ₹1,061.93 as of 01 Jul 2022.
