Sundaram Ultra Short Duration Fortnightly IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Ultra Short Duration Fortnightly IDCW Reinvest Direct Plan

NAV
₹1,064.1664
+0.04%
(28 Jun)
AUM
2,018 Cr
TER
0.24%
Risk
Low to Moderate Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+8.0%
+7.8%
+7.3%
NA
3Y
+7.3%
+7.2%
+7.2%
+7.5%
NA
5Y
+7.3%
+7.2%
+6.6%
+6.3%
NA
ALL
+5.9%
+5.8%
+5.6%
+14.1%
+1.5%
VOL
2.0%
3.8%
1.4%
0.3%
1.2%
TER
0.4%
0.4%
0.4%
0.4%
0.2%
AUM
₹7,364 Cr
₹7,364 Cr
₹7,364 Cr
₹13,017 Cr
₹2,018 Cr
INFO
2.96
1.51
3.97
41.03
1.32
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram UST Fortnightly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Axis Bank Limited
4.8%
HDFC Bank Limited
3.6%
India (Republic of)
3.6%
Punjab National Bank
3.1%
ICICI Bank Limited
2.9%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
2.5%
Canara Bank
2.5%
Canara Bank
2.5%
182 DTB 26102024
2.4%
India (Republic of)
2.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs