• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (Dividend Payout - Daily)

Formerly Principal Cash Mgmt Dl DS

Sundaram Mutual Fund

Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (Dividend Payout - Daily)

DebtLiquid

1000.8689

NAV (Jan 19)

3.8%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in liquid mutual funds.

However, Scripbox does not recommend investing in liquid mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,137 Cr. Small within the category

Impact of Interest Rate Changes

Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Emergency Money

Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Emergency

No single fund can achieve what a plan can. Learn why

Historical NAV

1000.8689

NAV (Jan 19)

Fund Returns

Last 1Y

3.2%

Last 3Y

3.8%

Last 5Y

2.6%

Last 10Y

4.4%

Since Inception

4.5%

6 Month CAGR

1.6%

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Scheme Information

Investment Objective

To provide investors with as high a level of income available from short-term investments as is considered consistent with preservation of capital and maintenance of liquidity,by investing in a portfolio of money market and investment grade debt instruments.

Expense Ratio

0.21

Launched (18y ago)

Sep 01, 2004

AUM in Crores

3136.790

ISIN

Lock-in

No Lock-in

Benchmark

Nifty Liquid Index TR INR

SIP Minimum

0

Lumpsum Min.

1000

Fund Managers
user-avatar

Bekxy Kuriakose

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,864 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    22.8%

    16.2%

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) Review

    Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) is a Liquid Debt fund and has delivered an annualised return of 4.5% over a period of 17 years. The fund was previously known as Principal Cash Mgmt Dl DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Bekxy Kuriakose.

    Nav of Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) as of 19/01/2022 is ₹1000.87 with the total AUM as of 20/01/2022 is ₹3136.79. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) was launched on Sep 01, 2004. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Liquid Index TR INR.

    Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) is rated as a 3 fund in Debt and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D).

    Frequently Asked Questions

    What is Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)?

    How to invest in Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)?

    What is the minimum sip amount of Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)?

    Is Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D) good to invest in?

    What is the expense ratio of the Sundaram Liquid Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)?