Sundaram Ultra Short Term Fund Direct Dividend Weekly+0.01%

4
6.31%
1 Year Return
Debt
Ultra Short Duration
6M
1Y
All

Fund Details

Sundaram Ultra Short Term Fund Direct Dividend Weekly

RiskLow
Min SIP Amount₹1000
Expense Ratio0.21%
NAV10.30 (18 Sep 2020)
Fund Started24 Jun 2019
Fund Size455 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Ultra Short Term Fund Direct Dividend Weekly
6.3%
NA
NA
6.8%
Category Average
6.1%
6.0%
6.6%
-
Rank within category
15
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 6.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills10.9%
    Reserve Bank of IndiaFinancialT-Bills10.9%
    Indian BankFinancialCD5.5%
    Tata Power Co. Ltd.EnergyCP5.5%
    Indian Oil Corpn. Ltd.EnergyCP5.5%
    ONGC Mangalore Petrochemicals LtdChemicalsCP5.5%
    Reliance Industries Ltd.EnergyCP5.5%
    Aditya Birla Money Ltd.FinancialCP5.4%
    Birla Group Holdings Pvt. Ltd.FinancialCP5.4%
    Axis Bank Ltd.FinancialCD4.4%
    See All

    Fund Managers

    addSiddharth Chaudhary
    Education
    Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Indian Bank.
    Funds Managed
    addSandeep Agarwal
    Education
    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
    Funds Managed

    Sundaram Ultra Short Term Fund Direct Dividend Weekly Details

    Sundaram Ultra Short Term Fund Direct Dividend Weekly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 24 Jun 2019. Siddharth Chaudhary is the Current Fund Manager of Sundaram Ultra Short Term Fund Direct Dividend Weekly fund.The fund currently has an Asset Under Management(AUM) of ₹455 Cr and the Latest NAV as of 18 Sep 2020 is ₹10.30.

    The Sundaram Ultra Short Term Fund Direct Dividend Weekly is rated Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000.

    Investment Objective

    The scheme seeks to generate regular income by investing predominantly in debt and money market instruments.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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