Sundaram Ultra Short Term Fund NAV Hits 1020.1955
By Market Desk
Sundaram Ultra Short Term Fund’s NAV reached 1020.1955 on May 26, 2022. Explore its performance analysis, including returns, risk metrics, and asset allocation.
The Sundaram Ultra Short Term Fund – Direct Plan registered a Net Asset Value (NAV) of 1020.1955 as of May 26, 2022. This key metric provides a definitive snapshot of the fund’s per-unit value, forming the basis for investor assessment.
Market analysis of the fund extends beyond this single NAV figure, encompassing a thorough comparison against its peer group. This includes evaluating performance across several critical return parameters.
Key Performance Indicators Tracked
- Cumulative returns
- SIP (Systematic Investment Plan) returns
- Discrete returns
Further quantitative measures offer deeper insights into the fund’s risk-adjusted performance and market behavior. These analytical tools are essential for understanding its investment profile.
Quantitative Metrics for Fund Analysis
- Mean Returns
- Alpha
- Beta
- R-Squared
- Treynor
- Sharpe Ratio
- Standard Deviation
The fund’s strategic asset allocation is also under scrutiny, detailing how its portfolio is constructed. This includes examining the minimum and maximum allocations over the preceding year, which highlights management’s flexibility.
A comprehensive risk-return matrix provides a visual and data-driven summary of the fund’s inherent risks versus its potential for gains. This integrated view helps investors gauge the trade-offs involved.
These detailed insights into the Sundaram Ultra Short Term Fund’s NAV, various returns, quantitative measures, asset allocation, and risk profile collectively equip investors with the necessary data for informed decision-making.