Comprehensive analysis of Sundaram Ultra Short Duration Fund-Reg (IDCW-Q) (42599) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To generate regular income & capital appreciation through investments in debt securities and money market instruments.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
Moderate Risk
Moderate Expenses
Debt Focused
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Recent performance momentum
Risk-adjusted returns
Fund manager experience
Historical performance consistency
Fund management costs
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 9.21% |
| Canara Bank | Banks - Public Sector | 8.52% |
| Canara Bank | Banks - Public Sector | 8.38% |
| S I D B I | Debt Others | 7.45% |
| S I D B I | Debt Others | 7.44% |
| Axis Bank Ltd | Banks - Private Sector | 6.62% |
| TREPS | Debt Others | 6.56% |
| HDFC Bank Ltd | Banks - Private Sector | 6.17% |
| Axis Bank Ltd | Banks - Private Sector | 5.76% |
| Bank of Baroda | Banks - Public Sector | 5.75% |
Compare against Ultra Short Duration Fund category average
This comparison shows how the fund performs relative to the Ultra Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Ultra Short Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Magnum Ultra Short Duration Fund-Dir (G) | ₹6091.35 | 4.00% | 7.83% | 7.28% |
| SBI Magnum Ultra Short Duration Fund - (G) | ₹5985.91 | 3.90% | 7.60% | 7.05% |
| UTI-Ultra Short Duration Fund - Direct (G) | ₹4555.60 | 4.03% | 8.00% | 7.40% |
| Nippon India USD Fund - Direct (G) | ₹4450.10 | 4.15% | 8.17% | 7.65% |
| UTI-Ultra Short Duration Fund (G) | ₹4246.35 | 3.73% | 7.36% | 6.80% |
| Canara Robeco Ultra Short Term Fund - Dir (G) | ₹4048.32 | 3.98% | 7.74% | 7.06% |
| Nippon India USD Fund (G) | ₹4035.50 | 3.77% | 7.38% | 6.84% |
| Canara Robeco Ultra Short Term Fund (G) | ₹3806.45 | 3.70% | 7.14% | 6.48% |
| DSP Ultra Short Fund - Direct (G) | ₹3710.14 | 4.24% | 8.13% | 7.47% |
| DSP Ultra Short Fund (G) | ₹3412.35 | 3.87% | 7.36% | 6.70% |
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