Sundaram Ultra Short Duration Fund Growth
Medium
Risk
Debt
Ultrashort Fund
+
4.41
%
4.41
%
3Y annualised
+
0.02
%
0.02
%
1D
1M
6M
1Y
3Y
All
Fund size
2015
NAV:
Mar 7, 2024
2471.3
Sector
Tech
Type
Debt
Launched
Dec 2007
Min Investment
1000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Bharti Telecom Limited
2.68
%
India (Republic of)
2.67
%
91 DTB 04042024
2.66
%
Punjab National Bank
2.49
%
Federal Bank Ltd.
1.74
%
ICICI Bank Ltd.
1.50
%
Export Import Bank Of India
1.34
%
Cholamandalam Investment And Fin. Co. Ltd
1.34
%
182 DTB 20062024
1.31
%
364 DTB 02052025
1.26
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Ultra Short Duration Fund Growth
More details
Investment objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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