Sundaram Ultra Short Duration Fund Income Distribution Cum Capital Withdrawal Option (IDCW)
(Erstwhile 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: Fixed Income |
| Benchmark: Nifty Ultra Short Duration Debt Index A-I |
| TER: 1.39% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,416.24 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
1077.2457
-0.09 (-0.008%)
3.72%
Benchmark: 6.27%
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
To generate regular income by investing predominantly in debt and money market instruments
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.7 |
| Average Maturity | 0.4 |
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 Income Distribution Cum Capital Withdrawal Option (IDCW) | 01-01-2013 | 5.16 | 5.66 | 5.88 | 5.33 | 4.33 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
