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: 01-01-2013 |
| Asset Class: |
| Benchmark: Nifty Ultra Short Duration Debt Index A-I |
| TER: 1.48% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 2,225.47 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
2704.8525
0.4 (0.0148%)
5.48%
Benchmark: 6.37%
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
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate regular income by investing predominantly in debt and money market instruments
Current Asset Allocation (%)
Indicators
| Standard Deviation | 0.53 |
| Sharpe Ratio | -1.57 |
| Alpha | 1.45 |
| Beta | 1.14 |
| Yield to Maturity | 6.21 |
| Average Maturity | 0.52 |
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 | 01-01-2013 | 6.48 | 6.36 | 6.15 | 4.8 | 5.19 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | 27-11-2001 | 8.04 | 7.72 | 7.41 | 6.12 | 7.12 |
| Aditya Birla Sun Life Savings Fund-Retail Growth | 27-11-2001 | 8.04 | 7.72 | 7.41 | 6.12 | 7.12 |
| Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan | 27-11-2001 | 7.72 | 7.51 | 7.23 | 5.98 | 7.14 |
| Mirae Asset Ultra Short Duration Fund Regular Growth | 05-10-2020 | 7.68 | 7.55 | 7.25 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
104.02%
Others
-4.05%
