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

Sundaram Ultra Short Duration IDCW Weekly Reinvest Direct Plan

NAV
₹1,020.1955
+0.01%
(26 May)
AUM
1,909 Cr
TER
0.24%
Risk
Moderate Risk
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
+7.7%
+7.6%
+7.6%
+7.5%
NA
3Y
+7.3%
+7.5%
+7.5%
+7.5%
NA
5Y
+5.5%
+5.6%
+5.6%
+5.6%
NA
ALL
+5.8%
+5.6%
+5.6%
+5.7%
+1.4%
VOL
2.7%
3.8%
3.8%
2.0%
0.4%
TER
0.4%
0.4%
0.4%
0.4%
0.2%
AUM
₹4,332 Cr
₹4,332 Cr
₹4,332 Cr
₹4,332 Cr
₹1,909 Cr
INFO
2.17
1.47
1.47
2.78
3.13
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 IDCW Weekly 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 15th Mar
Top holdings
Treps
11.2%
182 DTB 29082024
5.1%
Canara Bank
3.9%
Small Industries Development Bank Of India
3.3%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
2.6%
Union Bank Of India
2.6%
IDFC First Bank Ltd. - NCD & Bonds - NCD & Bonds
2.6%
HDFC Bank Limited
2.5%
Punjab National Bank
2.5%
Export-Import Bank Of India
2.1%
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