Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Liquid Fund vs Sundaram Liquid Fund (G) compare

Link copied to clipboard!

tortoise-icon Sundaram Liquid Fund (G)

Invest Now

tortoise-icon UTI 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) 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) ₹6450 Cr ₹23273 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 3.35% 3.4%
1 Year 6.97% 7.05%
3 Year 6.94% 6.98%
5 Year 5.5% 5.56%

SIP Return Analysis

Scheme Name Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
6 Month 1.57% 1.6%
1 Year 6.81% 6.9%
3 Year 7.06% 7.11%
5 Year 6.41% 6.47%

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 0.20% 0.48%
Sharp 1.51% 0.32%
Beta 1.34% 0.97%
Alpha -0.17% 2.11%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.74%

VS

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns6.91%

Compare Now

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns28.7%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns24.03%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns25.32%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns25.09%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns31.29%

VS

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns13.68%

Compare Now
Add to Cart Successfully