Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Liquid Fund vs Sundaram Liquid Fund (G) compare

Link copied to clipboard!

tortoise-icon Sundaram Liquid Fund (G)

Invest Now

tortoise-icon Tata Liquid Fund -Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option
Fund Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹7482 Cr ₹21302 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 30 Aug 2004 01 Sep 2004
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark Nifty Liquid Index A-I CRISIL Liquid Fund AI Index
Turn Over % 24%
Expense Ratio 0.4 0.32
Manager Dwijendra Srivastava Amit Somani
ISIN Code INF173K01DA9 INF277K01YD8
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 Tata 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) Tata Liquid Fund -Regular Plan - Growth Option
1 Month 0.49% 0.5%
6 Month 2.94% 3%
1 Year 6.57% 6.66%
3 Year 6.93% 6.96%
5 Year 5.64% 5.66%

SIP Return Analysis

Scheme Name Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option
6 Month 1.39% 1.41%
1 Year 6.11% 6.22%
3 Year 6.8% 6.86%
5 Year 6.43% 6.46%

Rolling Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option
1 Year 6.88% 7.24%
3 Year 6.59% 7.13%
5 Year 5.95% 7.39%

Risk Management

Scheme Name Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option
Standard Deviation 0.18% 0.17%
Sharp 1.84% 2.12%
Beta 1.35% 1.39%
Alpha -0.16% -0.14%

Fund Managers

Scheme Name Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option
Name Dwijendra Srivastava Amit Somani
Total AUM ₹14140 Cr ₹43127 Cr
Funds Managed 14 7
Sundaram Liquid Fund (G) Tata Liquid Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Liquid Fund (G)

Tata Liquid Fund -Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Sundaram Liquid Fund (G)

Tata Liquid Fund -Regular Plan - Growth Option

Others 100 100

Top Comparisons

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns7.02%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.93%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns14.56%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns14.56%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.77%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.31%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns17.44%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns14.18%

Compare Now
Add to Cart Successfully