Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Monthly Income Distribution CUM Capital Withdrawal Option
Fund House: Sundaram Mutual Fund| Category: Debt: Ultra Short Duration |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty Ultra Short Duration Debt Index A-I |
| TER: 1.48% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,845.04 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
1060.8141
0.17 (0.0165%)
3.5%
Benchmark: 6.36%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 7.55 |
| Average Maturity | 0.53 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
105.76%
