Sundaram Ultra Short Duration Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.3%
Sharpe Ratio-0.38
Beta3.49
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities9.21%
Bank Of BarodaUtilities5.75%
Small Industries Development Bank Of IndiaUtilities3.84%
Rural Electrification Corporation LimitedUtilities3.17%
HDFC Bank LimitedUtilities2.91%
The Federal Bank LimitedUtilities2.88%
Bharti Telecom LimitedUtilities2.76%
Canara BankUtilities2.30%
Hsbc Investdirect Financial Services (I)LtdUtilities2.08%
ICICI Home Finance Company LimitedUtilities1.98%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.48%
Regulatory & Tax Information
INF173K01CX3
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)