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Kotak Liquid Regular Plan Growth vs Sundaram Liquid Fund (G) compare
Sundaram Liquid Fund (G)
Kotak Liquid Regular Plan Growth
Kotak Liquid Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| Fund | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹7482 Cr | ₹29474 Cr | ₹29474 Cr |
| Min Investment | ₹1000 | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 | ₹100 |
| Launch Date | 30 Aug 2004 | 04 Nov 2003 | 04 Nov 2003 |
| Category | Liquid | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty Liquid Index A-I | NIFTY Liquid Index B-I | NIFTY Liquid Index B-I |
| Turn Over | % | 45% | 146% |
| Expense Ratio | 0.4 | 0.31 | 0.31 |
| Manager | Dwijendra Srivastava | Deepak Agrawal | Deepak Agrawal |
| ISIN Code | INF173K01DA9 | INF174K01NI9 | INF174K01NI9 |
| 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 | Kotak 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 | Kotak 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) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| 1 Month | 0.47% | 0.58% | 0.58% |
| 6 Month | 2.96% | 3.57% | 3.57% |
| 1 Year | 6.57% | 7.36% | 7.36% |
| 3 Year | 6.93% | 6.18% | 6.18% |
| 5 Year | 5.64% | 5.21% | 5.21% |
SIP Return Analysis
| Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| 6 Month | 1.39% | - | - |
| 1 Year | 6.11% | - | - |
| 3 Year | 6.8% | 3.5% | 3.5% |
| 5 Year | 6.43% | 4.22% | 4.22% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| 1 Year | 6.88% | 7.17% | 7.17% |
| 3 Year | 6.59% | 6.99% | 6.99% |
| 5 Year | 5.95% | 7.24% | 7.24% |
Risk Management
| Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| Standard Deviation | 0.18% | 0.18% | 0.18% |
| Sharp | 1.84% | 1.80% | 1.80% |
| Beta | 1.35% | 1.47% | 1.47% |
| Alpha | -0.16% | -0.18% | -0.18% |
Fund Managers
| Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| Name | Dwijendra Srivastava | Deepak Agrawal | Deepak Agrawal |
| Total AUM | ₹14140 Cr | ₹150749 Cr | ₹150749 Cr |
| Funds Managed | 14 | 14 | 14 |
| Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
Market Cap
| Scheme Name |
Sundaram Liquid Fund (G) |
Kotak Liquid Regular Plan Growth |
Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Liquid Fund (G) |
Kotak Liquid Regular Plan Growth |
Kotak Liquid Regular Plan Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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