Sundaram Liquid Fund

Debt · Liquid
 · ★★★★
2,000
Min SIP
1,000
Min Lumpsum
0.17 %
Expense Ratio
★★★★
Rating
3,995
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 04 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.4% 4.3% 3.3% 5.8%
Category Average 13.5% 24.3% 13.7% -

Scheme Allocation

By Holding
By Sector
By Asset
TREPS
26.41%
TBILL-182D
7.5%
Larsen & Toubro
3.66%
NTPC
2.95%
M R P L
2.93%
Others
56.54%
Others
100%
Commercial Paper
37.85%
Certificate of Deposit
32.65%
Reverse Repos
30.61%
Govt Securities / Sovereign
0.82%
T-Bills
0.81%

Advance Ratio

0.34
Alpha
0.12
SD
-0.01
Beta
2.81
Sharpe

Exit Load

Exit Load 0.0070% - If redemption/switch out within 1 days from the date of allotment. 0.0065% - If redemption/switch out within 2 days from the date of allotment. 0.0060% - If redemption/switch out within 3 days from the date of allotment. 0.0055% - If redemption/switch out within 4 days from the date of allotment. 0.0050% - If redemption/switch out within 5 days from the date of allotment. 0.0045% - If redemption/switch out within 6 days from the date of allotment. Nil - If redemption/switch out within 7 days from the date of allotment.

Fund Objective

The objective of the Scheme is to provide investors with a high level of income from short-term investments. The Scheme will focus on preserving the investors capital and liquidity. Investments will be made in money market and in investment grade debt instruments.

Fund Managers

Dwijendra Srivastava

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

How to invest in Sundaram Liquid Fund ?

You can invest in Sundaram Liquid Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Liquid Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Liquid Fund ?

The NAV of Sundaram Liquid Fund is ₹2,011.7 as of 04 June 2023.

How to redeem Sundaram Liquid Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Liquid Fund?

The minimum SIP amount of Sundaram Liquid Fund is ₹2000

How much returns have Sundaram Liquid Fund generated ?

The Sundaram Liquid Fund has delivered 5.8% since inception

What is the expense ratio of Sundaram Liquid Fund ?

The expense ratio of Sundaram Liquid Fund is 0.17 % as of 04 June 2023.

What is the AUM of Sundaram Liquid Fund?

The AUM of Sundaram Liquid Fund is ₹39,953 Cr as of 04 June 2023

What are the top stock holdings of Sundaram Liquid Fund?

The top stock holdings of Sundaram Liquid Fund are
  1. TREPS - 26.41%
  2. TBILL-182D - 7.5%
  3. Larsen & Toubro - 3.66%
  4. NTPC - 2.95%
  5. N A B A R D - 2.94%
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