Sundaram Liquid Fund (G) vs HSBC Liquid Fund 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) | ₹7498 Cr | ₹17009 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 | 0.47% | 0.47% |
| 6 Month | 2.86% | 2.91% |
| 1 Year | 6.5% | 6.58% |
| 3 Year | 6.92% | 6.97% |
| 5 Year | 5.71% | 5.73% |
SIP Return Analysis
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.39% | 1.41% |
| 1 Year | 6% | 6.09% |
| 3 Year | 6.75% | 6.81% |
| 5 Year | 6.44% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.87% | 7% |
| 3 Year | 6.6% | 6.91% |
| 5 Year | 5.93% | 6.55% |
Risk Management
| Scheme Name | Sundaram Liquid Fund (G) | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.48% | 0.18% |
| Sharp | 0.28% | 2.25% |
| Beta | 0.96% | 1.35% |
| 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 | 99.95 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Liquid Fund (G) |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 99.95 | 100 |
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