HSBC Liquid Fund vs Sundaram Liquid Fund (G) compare
Sundaram Liquid Fund (G)
HSBC Liquid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹6763 Cr | ₹17011 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 30 Aug 2004 | 01 Jun 2004 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Liquid Index A-I | CRISIL Liquid Fund AI Index |
| Turn Over | % | 28% |
| Expense Ratio | 0.4 | 0.22 |
| Manager | Dwijendra Srivastava | Shriram Ramanathan |
| ISIN Code | INF173K01DA9 | INF336L01BN7 |
| 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 | HSBC 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 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.45% | 0.45% |
| 6 Month | 2.82% | 2.85% |
| 1 Year | 6.44% | 6.53% |
| 3 Year | 6.9% | 6.96% |
| 5 Year | 5.7% | 5.75% |
SIP Return Analysis
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 1.39% |
| 1 Year | 5.96% | 6.03% |
| 3 Year | 6.73% | 6.79% |
| 5 Year | 6.44% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.87% | 6.99% |
| 3 Year | 6.6% | 6.91% |
| 5 Year | 5.92% | 6.54% |
Risk Management
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.48% | 0.18% |
| Sharp | 0.28% | 2.27% |
| Beta | 0.96% | 1.39% |
| Alpha | 2.06% | -0.11% |
Fund Managers
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Shriram Ramanathan |
| Total AUM | ₹14140 Cr | ₹32638 Cr |
| Funds Managed | 14 | 11 |
| Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Liquid Fund (G) |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Liquid Fund (G) |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.25%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.28%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.16%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns11.99%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.17%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.03%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.95%