Sundaram Ultra Short Duration IDCW Monthly Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹1,000

Sundaram Ultra Short Duration IDCW Monthly Payout Direct Plan

NAV
₹1,085.0152
+0.05%
(15 Sep)
AUM
2,199 Cr
TER
0.23%
Risk
Low to Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.9%
+7.8%
+7.7%
+7.2%
3Y
+7.7%
+7.7%
+7.6%
+7.4%
+7.9%
5Y
+7.5%
+6.9%
+6.3%
+5.8%
+6.3%
ALL
+5.9%
+5.7%
+6.8%
NA
+13.6%
VOL
2.0%
1.4%
0.4%
2.2%
0.3%
TER
0.4%
0.4%
0.4%
0.2%
0.4%
AUM
₹11,076 Cr
₹11,076 Cr
₹6,764 Cr
₹2,199 Cr
₹17,077 Cr
INFO
3.02
4.09
16.65
0.00
40.09
See fund holdings as of 31st Aug
Top holdings
Bank Of Baroda
6.9%
Small Industries Development Bank Of India
4.5%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
3.7%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.4%
The Federal Bank Limited
3.4%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
3.2%
India (Republic of)
3.0%
Hsbc Investdirect Financial Services (India) Limited - Commercial Paper - Commercial Paper
2.4%
ICICI Home Finance Company Limited - NCD & Bonds - NCD & Bonds
2.3%
Reverse Repo
2.3%
Top industry exposure
Industrials
0.0%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
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