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) | ₹5853 Cr | ₹38176 Cr | ₹38176 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 | 0.45% | 0.58% | 0.58% |
6 Month | 3.27% | 3.57% | 3.57% |
1 Year | 6.9% | 7.36% | 7.36% |
3 Year | 6.94% | 6.18% | 6.18% |
5 Year | 5.52% | 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 | 1.51% | - | - |
1 Year | 6.62% | 0.7% | 0.7% |
3 Year | 7% | 4.22% | 4.22% |
5 Year | 6.41% | 4.62% | 4.62% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
---|---|---|---|
1 Year | 6.88% | 7.19% | 7.19% |
3 Year | 6.59% | 7.03% | 7.03% |
5 Year | 6.8% | 7.27% | 7.27% |
Risk Management
Scheme Name | Sundaram Liquid Fund (G) | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth |
---|---|---|---|
Standard Deviation | 0.18% | 0.19% | 0.19% |
Sharp | 1.70% | 1.47% | 1.47% |
Beta | 1.33% | 1.54% | 1.54% |
Alpha | -0.17% | -0.23% | -0.23% |
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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