- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Liquid Fund (G) vs UTI Liquid Fund compare
Sundaram Liquid Fund (G)
UTI Liquid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹5853 Cr | ₹29013 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹2500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 30 Aug 2004 | 10 Dec 2003 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Liquid Index A-I | CRISIL Liquid Fund AI Index |
| Turn Over | % | 23% |
| Expense Ratio | 0.4 | 0.24 |
| Manager | Dwijendra Srivastava | Amit Sharma |
| ISIN Code | INF173K01DA9 | INF789F01PH1 |
| 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 | UTI 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) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.45% | 0.46% |
| 6 Month | 3.27% | 3.32% |
| 1 Year | 6.9% | 6.98% |
| 3 Year | 6.94% | 6.99% |
| 5 Year | 5.52% | 5.58% |
SIP Return Analysis
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.51% | 1.57% |
| 1 Year | 6.62% | 6.78% |
| 3 Year | 7% | 7.08% |
| 5 Year | 6.41% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.88% | 7.31% |
| 3 Year | 6.59% | 7.16% |
| 5 Year | 6.8% | 7.4% |
Risk Management
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.18% | 0.48% |
| Sharp | 1.70% | 0.32% |
| Beta | 1.33% | 0.97% |
| Alpha | -0.17% | 2.11% |
Fund Managers
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Amit Sharma |
| Total AUM | ₹14140 Cr | ₹53350 Cr |
| Funds Managed | 14 | 5 |
| Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram Liquid Fund (G) |
UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Liquid Fund (G) |
UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.52%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns16.18%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.75%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.28%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.11%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns7.21%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns10.59%
