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Aditya Birla Sun Life Liquid Fund vs Sundaram Liquid Fund (G) compare

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tortoise-icon Sundaram Liquid Fund (G)

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tortoise-icon Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Fund Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹7150 Cr ₹49721 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 30 Aug 2004 15 Apr 2003
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark Nifty Liquid Index A-I CRISIL Liquid Fund BI Index
Turn Over % 0.0%
Expense Ratio 0.4 0.34
Manager Dwijendra Srivastava Sanjay Pawar
ISIN Code INF173K01DA9 INF209K01RT1
Exits Load Sundaram Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 Aditya Birla Sun Life Liquid Fund - INSTITUTIONAL - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
1 Month 0.46% 0.47%
6 Month 3.22% 3.29%
1 Year 6.79% 6.87%
3 Year 6.94% 7.01%
5 Year 5.57% 5.62%

SIP Return Analysis

Scheme Name Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
6 Month 1.42% 1.44%
1 Year 6.39% 6.49%
3 Year 6.92% 6.99%
5 Year 6.41% 6.47%

Rolling Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
1 Year 6.88% 7.1%
3 Year 6.59% 6.98%
5 Year 6.8% 6.98%

Risk Management

Scheme Name Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Standard Deviation 0.18% 0.49%
Sharp 1.72% 0.33%
Beta 1.37% 0.99%
Alpha -0.17% 2.15%

Fund Managers

Scheme Name Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Name Dwijendra Srivastava Sanjay Pawar
Total AUM ₹14140 Cr ₹102156 Cr
Funds Managed 14 3
Sundaram Liquid Fund (G) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Market Cap

Scheme Name

Sundaram Liquid Fund (G)

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Others 100 100

Sector Allocation

Scheme Name

Sundaram Liquid Fund (G)

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Others 100 100

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