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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 1001.933
NAV (Jan 21)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 0.2% |
6 Month CAGR | NA |
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 | 0.27 |
Launched (2y ago) | Jan 01, 2022 |
AUM in Crores | 4943.354 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | Nifty Liquid Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.28381 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) | NaN | NaN | % | |
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.
treps
10.3%india (republic of)
5.1%india (republic of)
5%91 Days Treasury Bill 23-05-2024
4.1%national bank for agriculture and rural development
3.1%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 4,555 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
20.7% | % | ||
22.4% | 13% |
Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) is a Liquid Debt fund and has delivered an annualised return of 0.2% over a period of 2 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) as of 1/21/2022 is ₹1001.93 with the total AUM as of 4/23/2024 is ₹4943.354. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) was launched on Jan 01, 2022. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) 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 Unclaimed IDCW Less than 3 Years (PIDCW-A) 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 Unclaimed IDCW Less than 3 Years (PIDCW-A) is rated as a 1 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A).
What is Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A)?
How to invest in Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A)?
You can invest in Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) 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 Unclaimed IDCW Less than 3 Years (PIDCW-A)?
The minimum sip amount for Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) is ₹0. You can invest in multiples of ₹1000.
Is Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) is a Not Recommended fund. You can investSundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) 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 Unclaimed IDCW Less than 3 Years (PIDCW-A)?
The expense ratio of the Sundaram Liquid Fund Unclaimed IDCW Less than 3 Years (PIDCW-A) is 0.27% for regular plan.