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Sundaram Ultra Short Term Fund

Sundaram Ultra Short Term Fund

Formerly known as Sundaram Ultra Short Duration 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 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

Period Performance ₹ Invested
Fund
(%)		 TIER I
(%) 		Addl.
Benchmark (%) 		Fund
(₹)		 TIER I
(₹)		 Addl.
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 .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio
Fact-Sheet
Application Form
Scheme Information Document
Key Information Memorandum
Statement of Additional Information
Fund Name Record Date Individual Quantum (₹ per unit) Non-Individual Quantum (₹ per unit)

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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