Sundaram Ultra Short Term Qt IDCW
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1–3 yearsInvestment Horizon
HNI,MATarget Segments
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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-0.48
Beta0.93
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Punjab National BankUtilities5.33%
Axis Bank LimitedUtilities4.69%
Pilani Investments And Industries Corporation LimitedUtilities4.59%
The Federal Bank LimitedUtilities3.51%
Small Industries Dev Bank Of IndiaUtilities3.47%
Kotak Mahindra Bank LimitedUtilities3.28%
Punjab National BankUtilities2.78%
India (Republic of)Utilities2.36%
Small Industries Development Bank Of IndiaUtilities2.35%
Canara BankUtilities2.34%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.25%
Regulatory & Tax Information
INF903JA1JN7
ISINDailyDealing Frequency
CRISIL Ultra Short Dur Debt A-I TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)