- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Liquid Fund of (RIDCW-M)
Formerly Principal Cash Mgmt Mn DR
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1025.438
NAV (Sep 22)
Fund Returns
Last 1Y | 6.8% |
Last 3Y | 4.5% |
Last 5Y | 3.4% |
Last 10Y | 4.3% |
Since Inception | 3.5% |
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) | Sep 01, 2004 |
AUM in Crores | 4435.515 |
ISIN | INF173K01DE1 |
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) | 3.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.749 |
Sharpe Ratio (5yr) | -0.573 |
YTM | 7.04544 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Liquid Fund of (RIDCW-M) | 7,94,454 | 61,842 | 3.4% | |
| 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
reverse repo
17.6%treps
6.8%export-import bank of india
3.9%bank of baroda
3.9%91 Days Treasury Bill 02-11-2023
3.5%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 8.5% | ||
29.3% | 20.1% | ||
31.4% | 12.2% | ||
29.5% | 14.3% | ||
14.3% | 7.5% |
Sundaram Liquid Fund of (RIDCW-M) Review
Sundaram Liquid Fund of (RIDCW-M) is a Liquid Debt fund and has delivered an annualised return of 3.5% over a period of 19 years. The fund was previously known as Principal Cash Mgmt Mn DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Liquid Fund of (RIDCW-M) as of 9/22/2023 is ₹1025.44 with the total AUM as of 9/23/2023 is ₹4435.515. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Liquid Fund of (RIDCW-M) 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 of (RIDCW-M) 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 of (RIDCW-M) 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 of (RIDCW-M) is rated as a 1 fund in Debt and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Liquid Fund of (RIDCW-M).
Frequently Asked Questions
What is Sundaram Liquid Fund of (RIDCW-M)?
How to invest in Sundaram Liquid Fund of (RIDCW-M)?
You can invest in Sundaram Liquid Fund of (RIDCW-M) 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 of (RIDCW-M)?
The minimum sip amount for Sundaram Liquid Fund of (RIDCW-M) is ₹1000. You can invest in multiples of ₹1000.
Is Sundaram Liquid Fund of (RIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Liquid Fund of (RIDCW-M) is a Not Recommended fund. You can investSundaram Liquid Fund of (RIDCW-M) 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 of (RIDCW-M)?
The expense ratio of the Sundaram Liquid Fund of (RIDCW-M) is 0.29% for regular plan.