Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.24 | 7.55 | 11.72 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.51 | 10.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Ultra Short Duration Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Ultra Short Duration Fund(Q-IDCW) | 4.96% | — | 3.88% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | 0.05% | 0.02% | 0.15% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.05% | 0.02% | 0.09% |
Aditya Birla SL Savings Fund(W-IDCW) | 0.05% | -0.08% | 0.03% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Debt
Others
Holdings
3.85 %
Holdings
3.01 %
Holdings
2.96 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,702.82 Cr.
Sandeep Agarwal
AUM: ₹18,872.34 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹23,877.64 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data