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Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option

Fund House: Sundaram Mutual Fund
Category: Debt: Ultra Short Duration
Launch Date: 11-01-2013
Asset Class:
Benchmark: Nifty Ultra Short Duration Debt Index A-I
TER: 1.48% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,090.71 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: NIL
NAV as on 20-01-2025

2607.7539

1.23 (0.0473%)

CAGR Since Inception

5.44%

Benchmark: 6.36%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
Nifty 1D Rate Index
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Gold
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PPF
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Returns Type:
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  Period:  

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Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years 0 Months
-5 Years 0 Months
-5 Years 0 Months
-5 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 0.53
Sharpe Ratio -1.57
Alpha 1.45
Beta 1.14
Yield to Maturity 7.5
Average Maturity 0.47

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option 11-01-2013 6.36 6.27 5.45 4.58 5.32
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 7.76 7.52 6.62 6.13 7.18
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 7.76 7.52 6.62 6.13 7.18
Mirae Asset Ultra Short Duration Fund Regular Growth 05-10-2020 7.57 7.4 6.53 - -
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth 01-06-2018 7.4 7.35 6.56 5.68 -
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 7.39 7.2 6.35 5.87 7.08
Invesco India Ultra Short Duration Fund - Growth 30-12-2010 7.38 7.06 6.11 5.26 6.46
HDFC Ultra Short Term Fund - Growth Option 10-09-2018 7.37 7.2 6.33 5.77 -
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth 21-05-1999 7.34 7.2 6.32 5.61 6.63
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH 01-07-2018 7.34 7.24 6.33 5.55 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.15%

Scheme Documents

There are no scheme documents available

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