- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Liquid Fund (Growth)
Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 2063.6105
NAV (Dec 4)
Fund Returns
Last 1Y | 6.9% |
Last 3Y | 4.9% |
Last 5Y | 5% |
Last 10Y | 5.5% |
Since Inception | 6.4% |
6 Month CAGR | 3.4% |
Scheme Information
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 | 0.29 |
Launched (19y ago) | Aug 30, 2004 |
AUM in Crores | 4988.380 |
ISIN | INF173K01DA9 |
Lock-in | No Lock-in |
Benchmark | Nifty Liquid Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.912 |
Sharpe Ratio (5yr) | -1.882 |
YTM | 7.15504 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Liquid Fund (Growth) | 8,25,950 | 93,338 | 5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
treps
18.1%cash and other net current assets^
6.2%reverse repo
5%india (republic of)
3.9%export-import bank of india
3.5%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.6% | ||
25.2% | 20.7% | ||
22.3% | 12.7% | ||
20.5% | 14.7% | ||
12.5% | 7.5% |
Sundaram Liquid Fund (G) Review
Sundaram Liquid Fund (G) is a Liquid Debt fund and has delivered an annualised return of 6.4% over a period of 19 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Liquid Fund (G) as of 12/4/2023 is ₹2063.61 with the total AUM as of 12/5/2023 is ₹4988.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Liquid Fund (G) was launched on Aug 30, 2004. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Liquid Fund (G) is ₹1000 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 (G) 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 (G) is rated as a 1 fund in Debt and delivered 6.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Liquid Fund (G).
Frequently Asked Questions
What is Sundaram Liquid Fund (G)?
How to invest in Sundaram Liquid Fund (G)?
You can invest in Sundaram Liquid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Liquid Fund (G)?
The minimum sip amount for Sundaram Liquid Fund (G) is ₹1000. You can invest in multiples of ₹1000.
Is Sundaram Liquid Fund (G) good to invest in?
As per Scripbox experts, Sundaram Liquid Fund (G) is a Not Recommended fund. You can investSundaram Liquid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Liquid Fund (G)?
The expense ratio of the Sundaram Liquid Fund (G) is 0.29% for regular plan.