Sundaram Ultra Short Duration-IDCWM

Fund Category: Ultra Short Duration

Fund Category Ultra Short Duration

Moderate Debt IDCW Monthly

1 Morning Star

1 Value Research

NAV( 2 Feb 2023)

₹ 1062.59
0.25%

Sundaram Ultra Short Duration-IDCWM

Invest now
Performance

4.35%3y Returns

0.02% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 1000
  • Lock In

    0
  • Expense ratio

    1.43%
  • Exit load

    0.0% NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 1,413 Cr
  • Plan

    REGULAR
  • Launch date

    20 Dec 2007
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Ultra Short Duration Debt Index B-I
  • ISIN

    INF173K01CX3
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Grasim Industries Ltd. 1.73%
Ultratech Cement Ltd. 1.14%
Larsen & Toubro Ltd. 1.74%
Reliance Industries Ltd. 2.89%
Power Grid Corporation of India Ltd. 2.91%
Housing Development Finance Corpn. Ltd. 2.9%
LIC Housing Finance Ltd. 1.74%
Power Finance Corporation Ltd. 2.91%
Indian Railway Finance Corporation Ltd. 2.28%
Small Industries Devp. Bank of India Ltd. 2.9%
Reserve Bank of India 2.8%
Reserve Bank of India 2.83%
Reserve Bank of India 0.37%
Reserve Bank of India 2.84%
National Bank For Agriculture & Rural Development 2.9%
LIC Housing Finance Ltd. 0.57%
Indusind Bank Ltd. 4.5%
REC Ltd. 2.28%
REC Ltd. 1.72%
Indian Railway Finance Corporation Ltd. 2.28%
Axis Finance Ltd. 2.84%
ICICI Securities Ltd. 0.57%
Astec Lifesciences Ltd. 2.83%
Maharashtra State 2.87%
Gujarat State 1.77%
Maharashtra State 2.9%
Maharashtra State 0.58%
GOI 1.77%
GOI 10.27%
GOI 0.87%
GOI 5.77%
GOI 1.17%
Sectors
Company Allocation %
Others 8.12%
Construction 4.61%
Sovereign 19.85%
Energy 5.80%
Financial 39.23%
Healthcare 2.83%
Risk Associated
Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    15
  • AUM

    ₹ 15,000 Cr
  • Highest Return

    12.83%
About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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