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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,546.42 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

1065.5152

3.61%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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

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 6.56
Average Maturity 0.56

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)-Monthly Income Distribution CUM Capital Withdrawal Option 01-01-2013 6.61 6.37 6.07 4.72 4.44
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 8.11 7.76 7.35 6.13 7.15
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 8.11 7.76 7.35 6.13 7.15
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 27-11-2001 7.85 7.59 7.19 6.02 7.18
Mirae Asset Ultra Short Duration Fund Regular Growth 05-10-2020 7.84 7.59 7.2 - -
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth 05-06-2018 7.71 7.48 7.28 5.81 -
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 7.65 7.4 7.06 5.97 7.05
HSBC Ultra Short Duration Fund - Regular Growth 29-01-2020 7.62 7.38 7.07 5.65 -
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth 21-05-1999 7.61 7.38 7.05 5.64 6.6
HDFC Ultra Short Term Fund - Growth Option 05-09-2018 7.59 7.37 7.03 5.74 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.43%

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