Rating : N/A
Sundaram Ultra Short Term Fund Direct Quarterly Dividend Reinvestment
Ultra Short Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
0%
Asset Size
1162.51 Cr.
(As of 31 Jan, 2021)
Benchmark
CRISIL Ultra Short Term Debt TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
Objective
The investment objective is to generate regular income by investing predominantly in debt and money market instruments.
Fund manager
Siddharth Chaudhary
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹1000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
91 DTB 04022021
4.30%
182 DTB 25022021
4.29%
182 DTB 15042021
4.27%
182 DTB 29042021
4.27%
Sector Allocation
About the Scheme Type
Ultra Short Duration Mutual Funds invest in very short term debt securities with a small portion in longer term debt securities. Ultra Short Duration Mutual Fund maybe used by investors for both short term needs as well as Systematic Transfer Plans (STPs) as they hep investors avoid interest rate risks and offer better returns than most money market instruments. They invest in securities with a maturity period of both greater and less than 91 days and the typical investment horizon ranges from 1 week to 18 months. The returns from these attract capital gains which are taxable.
Ratings
This fund is rated 0 stars by Morning Star Ratings.