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Sundaram MFSundaram Ultra Short Term Fund - Institutional Plan - Weekly Dividend
₹11.52 as on 20 Aug 2015
Key Metrics Comparison
| Metric | Sundaram Ultra Short Term Fund - Institutional Plan - Weekly Dividend | Bank of India Credit Risk Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Bank of India MF |
| Category | Debt - Ultra Short to Short Term Fund | Debt - Credit Risk Fund |
| NAV | ₹11.52 (20 Aug 2015) | ₹14.89 (16 Sep 2026) |
| Rating | ★★★ | ★★★★ |
| Benchmark | CRISIL Liquid Debt Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Dwijendra Srivastava | Alok Singh |
| Inception | 23 Apr 2007 | 27 Feb 2015 |
| Returns | ||
| 1Y | — | 17.89% |
| 3Y | — | 10.08% |
| 5Y | — | 27.76% |
| Since Inception | — | 3.50% |
| Risk | ||
| — | 3.38 | |
| — | -0.08 | |
| — | 0.56 | |
| — | 1.89 | |
| — | 2.94 | |
| — | 0.20% | |
| Costs | ||
| Expense Ratio | 1.51% | 0.62% |
| Exit Load | Nil | NIL for 10% of investments and 1% for remaining investments on or before 1Y, NIL after 1Y |
| Min SIP | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹25,00,000 | ₹5,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF87%
Bank of India…87%
12.9%Only 12.9% of holdings by weight are common between Sundaram MF and Bank of India MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MFBank of India MF
TREPS12.91%26.89%
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