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Sundaram Ultra Short Duration Fund

Sundaram Ultra Short Duration Fund

Formerly known as Principal Ultra Short Term Fund

An open ended ultra-short term debt scheme investing in debt instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months. A relatively low interest rate risk and moderate credit risk.

(Sundaram Ultra Short Term Fund has merged into Principal Ultra Short Term Fund and the surviving scheme has been renamed)

Sundaram Banking & PSU Fund

About This Fund

  • Open-ended short-term income fund
  • Invests primarily in debt securities & money market instruments with a high credit rating
  • Yield to Maturity likely higher than liquid funds
  • Maintains a low risk profile

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Total Investors

3,58,030+

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

  • Open-ended short-term income fund
  • Invests primarily in debt securities & money market instruments with a high credit rating
  • Yield to Maturity likely higher than liquid funds
  • Maintains a low risk profile

Ideal For

  • Investors who are seeking income over a short-term investment horizon (say 3-6 months).
  • Regular income for short term
  • Investment in Debt and Money Market instruments for short term period

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To generate regular income & capital appreciation through investments in debt securities and money market instruments.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal Option (IDCW): Payout & Transfer (Monthly, Quarterly), Reinvestment (Daily, Weekly, Fortnightly, Monthly and Quarterly)

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 5000

Entry Load

Nil

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

Nil

Performance ₹ invested
Period Fund
(%)		 TIER I
(%)		 Additional Benchmark
(%) 		Fund
(₹)		 TIER I
(₹)		 Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Expand All

Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio
Fact-Sheet
Application Form
Scheme Information Document
Statement of Additional Information

Fund Managers

Product Label

Potential Risk Class Matrix

The potential risk class matrix of Sundaram Ultra-Short Term Fund based on interest rate risk and credit risk is as follows:

Potential Risk Class
Credit Risk Relatively Low
(Class A)		 Moderate
(Class B)		 Relatively High
(Class C)
Interest Rate Risk
Relatively Low (Class I) - B-I -
Moderate (Class II) - - -
Relatively High (Class III) - - -

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