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Sundaram Ultra Short Term Fund Regular Growth0.00%

3.91%
1 Year Return
Debt
Ultra Short Duration
2.0star
6M
1Y
All

Fund Details

Sundaram Ultra Short Term Fund Regular Growth

RiskLow to Moderate
Min SIP Amount₹1000
Expense Ratio1.61%
NAV₹10.82 (02 Mar 2021)
Fund Started24 Jun 2019
Fund Size1,163 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
3.9%
-
-
4.9%
Category Average
4.6%
5.7%
6.3%
-
Rank Within Category
22
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 3.9% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
Cons
1. Age is less than 3 years
2. Higher expense ratio - 1.61%
3. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills4.3%
Reserve Bank of IndiaFinancialT-Bills4.3%
Reserve Bank of IndiaFinancialT-Bills4.3%
Reserve Bank of IndiaFinancialT-Bills4.3%
Reliance Industries Ltd - Partly Paid EquityEnergyCP4.3%
Bank Of BarodaFinancialCD4.3%
National Bank For Agriculture & Rural DevelopmentFinancialCP4.2%
Export-Import Bank Of IndiaFinancialCD4.2%
Reserve Bank of IndiaFinancialT-Bills2.5%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.2%
See All

Fund Managers

Siddharth Chaudhary
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Sandeep Agarwal
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Sundaram Ultra Short Term Fund Regular Growth Details

Sundaram Ultra Short Term Fund Regular Growth 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,163 Cr and the Latest NAV as of 02 Mar 2021 is ₹10.82.

The Sundaram Ultra Short Term Fund Regular Growth is rated Low to Moderate 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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