Sundaram Ultra Short to Short Term Fund - Direct Plan has delivered 14.90% absolute return over the last 5 years.
The average return for Low Duration funds is 34.43% .
This fund ranks #20 in its category based on 5-year returns.
The largest portfolio holding is KOTAK MAHINDRA BANK LTD 05 03 2027 with a portfolio weight of 6.66% .
The fund currently owns more than 38 stocks.
The top 10 holdings account for 52.33% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.61% | 4.01% |
| 2 Year Return | 23.74% | 9.87% |
| 3 Year Return | 35.49% | 17.11% |
| 4 Year Return | 43.47% | 25.13% |
| 5 Year Return | 32.18% | 34.43% |
| 6 Year Return | 45.34% | 44.19% |
| 7 Year Return | 65.77% | 55.54% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.66%
|
||
| 2 |
6.37%
|
||
| 3 |
5.75%
|
||
| 4 |
5.58%
|
||
| 5 |
5.56%
|
||
| 6 |
5.55%
|
||
| 7 |
4.60%
|
||
| 8 |
4.43%
|
||
| 9 |
4.37%
|
||
| 10 |
3.46%
|
||
| 11 |
3.42%
|
||
| 12 |
2.32%
|
AMC: SUNDARAM
Category: Debt • Low Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Sundaram Ultra Short to Short Term Fund - Direct Plan is managed by SUNDARAM and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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