Sundaram Liquid Growth

Debt
Liquid
Low to Moderate Risk
4.35%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jan 2022₹1,850.71
Min. SIP amountNot Supported
RatingNA
Fund size₹2,909.71Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Liquid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.2%4.3%3.5%6.5%
Category average4.0%3.9%5.1%NA
Rank with in category141729NA
Understand terms

Holdings (12)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills6.6%
Indian Oil Corporation Ltd.EnergyCP6.6%
Reserve Bank of India
FinancialT-Bills6.6%
ICICI Securities Ltd.FinancialCP5.3%
Astec Lifesciences Ltd.
HealthcareCP5.3%
Reserve Bank of India
FinancialT-Bills4.0%
Reserve Bank of India
FinancialT-Bills3.3%
Reserve Bank of India
FinancialT-Bills3.3%
National Bank For Agriculture & Rural Development
FinancialCP3.3%
Reserve Bank of IndiaFinancialT-Bills3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.28%

Inclusive of GST

Exit load

Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Sandeep Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Website
NA
Principal Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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