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  • Sundaram Mutual Fund
  • Sundaram Liquid Fund (Growth)
Sundaram Mutual Fund

Sundaram Liquid Fund (Growth)

DebtLiquid

1971.8572

NAV (Mar 31)

4.1%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in liquid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Debt Funds
Want the most stable liquid funds for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1971.8572

NAV (Mar 31)

Fund Returns

Last 1Y

5.6%

Last 3Y

4.1%

Last 5Y

3.2%

Last 10Y

5.6%

Since Inception

6.4%

6 Month CAGR

3.2%

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

0.28

Launched (19y ago)

Aug 30, 2004

AUM in Crores

4792.942

ISIN

INF173K01DA9

Lock-in

No Lock-in

Benchmark

Nifty Liquid Index TR INR

SIP Minimum

1000

Lumpsum Min.

1000

Standard Deviation (3yr)

0.3

Standard Deviation (5yr)

3.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-3.992

Sharpe Ratio (5yr)

-0.474

YTM

7.03163

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Liquid Fund (Growth)70%7,90,628 58,0163.2%
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.

Asset allocation and Holdings

Last updated on 2023-03-31

Top Debt Holdings

See all holdings

Compare Sundaram Liquid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 49,144 cr

₹ 13,831 cr

₹ 18,485 cr

₹ 12,884 cr

₹ 49,144 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,727 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15%

    8.1%

    30.7%

    17.2%

    26.8%

    10.8%

    25%

    13.2%

    14.9%

    7%

    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 18 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 3/31/2023 is ₹1971.86 with the total AUM as of 4/1/2023 is ₹4792.942. 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 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 5.6% 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)?

    Sundaram Liquid Fund (G) is a Liquid Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    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 0.28% for regular plan.