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

Sundaram Ultra Short Duration Quarterly IDCW Reinvest Direct Plan

NAV
₹1,209.0534
+0.02%
(27 Jun)
AUM
1,996 Cr
TER
0.23%
Risk
Low to Moderate Risk
Rating
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
+7.3%
+7.3%
+7.3%
+7.3%
+7.3%
3Y
+7.7%
+7.6%
+7.6%
+7.6%
+7.2%
5Y
+7.4%
+6.8%
+7.3%
+7.3%
NA
ALL
+5.9%
+5.7%
+6.0%
+6.0%
+6.7%
VOL
1.9%
1.4%
2.6%
2.6%
1.6%
TER
0.4%
0.4%
0.4%
0.4%
0.2%
AUM
₹11,060 Cr
₹11,060 Cr
₹11,060 Cr
₹11,060 Cr
₹1,996 Cr
INFO
3.05
4.15
2.31
2.31
4.26
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 Quarterly 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 Dec
Top holdings
Bank Of Baroda
4.9%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
4.0%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.8%
Tbill
3.7%
Indian Bank
3.7%
Cash And Other Net Current Assets^
3.1%
Hsbc Investdirect Financial Services (India) Limited - Commercial Paper - Commercial Paper
2.7%
ICICI Home Finance Company Limited - NCD & Bonds - NCD & Bonds
2.5%
Indian Bank
2.5%
Axis Bank Limited
2.5%
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