Sundaram Ultra Short Duration Fund - Regular Plan Growth

Debt Generate Interest income and beat FD returns
Ultra Short Duration Fund
Category Rank
Rating
  • The fund has outstanding portfolio and very low credit default risk
  • The fund has relatively higher yeild(expected return) as compared to other funds in the category
Fund
Fund sahi hai
Time to Invest
NAV
Rs.2662.3183 (09/05/2025)
L 52Wk H
2499.30
 
 2662.97

Asset Allocation for Sundaram Ultra Short Duration Fund - Regular Plan Growth Fund Growth

Top 10 Holdings of Sundaram Ultra Short Duration Fund - Regular Plan Growth

32.32 % of total assets
HDFC Bank Ltd - 19/09/2025(5.48%)
Bank of Baroda - 12/12/2025(4.32%)
Reverse Repo(3.80%)
SBI Cap securities Ltd - 18/06/2025**(3.34%)
Bharti Telecom Ltd - 8.9% - 04/12/2025**(3.16%)
IDBI Bank Ltd - 02/09/2025**(3.07%)
REC LTD - 7.56% - 30/06/2026**(2.49%)
HSBC InvestDirect Financial Services India Limited - 03/06/2025**(2.23%)
Reliance Jio Infocomm Ltd - 23/06/2025**(2.23%)
The Federal Bank Ltd - 04/08/2025**(2.21%)

Detailed Portfolio of Sundaram Ultra Short Duration Fund - Regular Plan Growth

Portfolio Date -30 Apr 2025
Debt Holdings -62
Other Holdings -6

  • Equity Holdings

  • Debt Holdings

  • Other Holdings

Holdings % Weight Value Sahi Hai/Nahi

Insight on the composition of the Sundaram Ultra Short Duration Fund - Regular Plan Growth

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  • It holds a relatively good and strong portfolio of stocks
  • It’s ability to generate return by taking relatively lower risk is much better than other funds in the category
  • The relatively volatility and risk of the fund is lower than other funds in the category
  • The fund does not hold too many high risk stocks which results in relatively higher strength of the fund
Fund sahi hai
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  • The volatility of constituents of the fund is one of the highest in the category which often results in sub optimal returns
  • The funds expense ratio is one of the highest in the category
  • The funds ability to generate higher returns for each unit of risk undertaken is one of the lowest in the category
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
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