Tata Liquid Fund vs Sundaram Liquid Fund (G) compare
Sundaram Liquid Fund (G)
Tata Liquid Fund -Regular Plan - Growth Option
Chart Comparison
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) | ₹6763 Cr | ₹21673 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 | 0.45% | 0.46% |
| 6 Month | 2.82% | 2.87% |
| 1 Year | 6.44% | 6.54% |
| 3 Year | 6.9% | 6.93% |
| 5 Year | 5.72% | 5.72% |
SIP Return Analysis
| Scheme Name | Sundaram Liquid Fund (G) | Tata Liquid Fund -Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.4% |
| 1 Year | 5.96% | 6.06% |
| 3 Year | 6.73% | 6.79% |
| 5 Year | 6.44% | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | Tata Liquid Fund -Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.87% | 7.24% |
| 3 Year | 6.6% | 7.12% |
| 5 Year | 5.93% | 7.38% |
Risk Management
| Scheme Name | Sundaram Liquid Fund (G) | Tata Liquid Fund -Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.48% | 0.48% |
| Sharp | 0.28% | 0.21% |
| Beta | 0.96% | 0.98% |
| Alpha | 2.06% | 2.07% |
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
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.49%
LIC MF Large Cap Fund-Growth
3Y Returns11.86%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.3%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.13%
HSBC Overnight Fund - Regular Growth
3Y Returns6.32%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%