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: 05-01-2013 |
| Asset Class: |
| Benchmark: Nifty Ultra Short Duration Debt Index A-I |
| TER: 1.48% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,719.27 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Nil |
2496.6308
0.84 (0.0338%)
5.41%
Benchmark: 5.38%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE Liquid 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 | -1.51 |
| Alpha | 1.39 |
| Beta | 1.14 |
| Yield to Maturity | 7.71 |
| Average Maturity | 0.56 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.99%
