UTI Liquid Fund vs Sundaram Liquid Fund (G) 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) | ₹7498 Cr | ₹28885 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 | 0.48% | 0.49% |
| 6 Month | 2.93% | 2.98% |
| 1 Year | 6.55% | 6.65% |
| 3 Year | 6.93% | 6.99% |
| 5 Year | 5.65% | 5.71% |
SIP Return Analysis
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.42% |
| 1 Year | 6.1% | 6.21% |
| 3 Year | 6.79% | 6.86% |
| 5 Year | 6.44% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.88% | 7.3% |
| 3 Year | 6.59% | 7.14% |
| 5 Year | 5.95% | 7.37% |
Risk Management
| Scheme Name | Sundaram Liquid Fund (G) | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.18% | 0.48% |
| Sharp | 1.84% | 0.32% |
| Beta | 1.35% | 0.97% |
| Alpha | -0.16% | 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 |
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