How to Invest in Sundaram Liquid IDCW Monthly?

You can easily invest in Sundaram Liquid IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Liquid IDCW Monthly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Liquid IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Liquid IDCW Monthly provide?

The Sundaram Liquid IDCW Monthly has been there from NA and the average annual returns provided by this fund is 3.19% since its inception.

How much expense ratio is charged by Sundaram Liquid IDCW Monthly?

The term Expense Ratio used for Sundaram Liquid IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Liquid IDCW Monthly is 0.32% as of 26 Sep 2025...

What is the AUM of Sundaram Liquid IDCW Monthly?

The AUM, short for Assets Under Management of Sundaram Liquid IDCW Monthly is ₹7,150.26Cr as of 26 Sep 2025.

How to Redeem Sundaram Liquid IDCW Monthly?

If you want to sell your Sundaram Liquid IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Liquid IDCW Monthly?

You can select either SIP or Lumpsum investment of Sundaram Liquid IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Liquid IDCW Monthly?

The NAV of Sundaram Liquid IDCW Monthly is ₹1,024.43 as of 04 Jan 2022.

What is the PE and PB ratio of Sundaram Liquid IDCW Monthly?

The PE ratio ratio of Sundaram Liquid IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Liquid IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

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Sundaram Liquid IDCW Monthly
Debt
Liquid
Low to Moderate Risk
+4.35%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 04 Jan 2022
₹1,024.43
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹7,150.26Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (12)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills6.61%
Indian Oil Corporation Ltd.
EnergyCP6.61%
Reserve Bank of India
FinancialT-Bills6.61%
ICICI Securities Ltd.
FinancialCP5.29%
Astec Lifesciences Ltd.
HealthcareCP5.28%
Reserve Bank of India
FinancialT-Bills4.04%
Reserve Bank of India
FinancialT-Bills3.31%
Reserve Bank of India
FinancialT-Bills3.30%
National Bank For Agriculture & Rural Development
FinancialCP3.29%
Reserve Bank of India
FinancialT-Bills3.17%
Reserve Bank of India
FinancialT-Bills3.14%
Reserve Bank of India
FinancialT-Bills3.04%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Liquid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.2%4.3%3.5%6.5%
Category average6.6%6.9%5.5%NA
Rank with in category212116NA
Understand terms
Peer ComparisonDebt, Liquid fundsRating1Y3YFund Size(Cr)
TRUSTMF Liquid Fund IDCW Monthly
2
6.7%6.9%851.46
WhiteOak Capital Liquid Fund IDCW Monthly
2
6.7%6.9%577.86
Parag Parikh Liquid Fund IDCW Monthly
1
6.5%6.6%4,024.38
Motilal Oswal Liquid Fund IDCW Monthly
1
6.3%6.5%1,246.18
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
0.21%
31 Oct 2021 - 30 Nov 2021
0.21%
30 Sep 2021 - 31 Oct 2021
0.21%
31 Aug 2021 - 30 Sep 2021
0.21%
31 Jul 2021 - 31 Aug 2021
0.21%
30 Jun 2021 - 31 Jul 2021
0.21%
31 May 2021 - 30 Jun 2021
0.21%
30 Apr 2021 - 31 May 2021
0.21%
31 Mar 2021 - 30 Apr 2021
0.22%
28 Feb 2021 - 31 Mar 2021
0.21%
31 Jan 2021 - 28 Feb 2021
0.21%
31 Dec 2020 - 31 Jan 2021
0.22%
30 Nov 2020 - 31 Dec 2020
0.22%
31 Oct 2020 - 30 Nov 2020
0.22%
30 Sep 2020 - 31 Oct 2020
0.22%
31 Aug 2020 - 30 Sep 2020
0.22%
31 Jul 2020 - 31 Aug 2020
0.22%
30 Jun 2020 - 31 Jul 2020
0.22%
31 May 2020 - 30 Jun 2020
0.22%
30 Apr 2020 - 31 May 2020
0.22%
31 Mar 2020 - 30 Apr 2020
0.17%
29 Feb 2020 - 31 Mar 2020
0.17%
31 Jan 2020 - 29 Feb 2020
0.17%
31 Dec 2019 - 31 Jan 2020
0.17%
30 Nov 2019 - 31 Dec 2019
0.17%
31 Oct 2019 - 30 Nov 2019
0.17%
30 Sep 2019 - 31 Oct 2019
0.17%
31 Aug 2019 - 30 Sep 2019
0.17%
31 Jul 2019 - 31 Aug 2019
0.17%
30 Jun 2019 - 31 Jul 2019
0.17%
31 May 2019 - 30 Jun 2019
0.17%
30 Apr 2019 - 31 May 2019
0.17%
31 Mar 2019 - 30 Apr 2019
0.17%
28 Feb 2019 - 31 Mar 2019
0.17%
31 Jan 2019 - 28 Feb 2019
0.17%
31 Dec 2018 - 31 Jan 2019
0.17%
30 Nov 2018 - 31 Dec 2018
0.17%
31 Oct 2018 - 30 Nov 2018
0.17%
30 Sep 2018 - 31 Oct 2018
0.21%
31 Aug 2018 - 30 Sep 2018
0.21%
31 Jul 2018 - 31 Aug 2018
0.21%
30 Jun 2018 - 31 Jul 2018
0.21%
31 May 2018 - 30 Jun 2018
0.20%
30 Apr 2018 - 31 May 2018
0.20%
31 Mar 2018 - 30 Apr 2018
0.19%
28 Feb 2018 - 31 Mar 2018
0.17%
31 Jan 2018 - 28 Feb 2018
0.19%
31 Dec 2017 - 31 Jan 2018
0.16%
30 Nov 2017 - 31 Dec 2017
0.28%
31 Oct 2017 - 30 Nov 2017
0.28%
Expense ratio, exit load and taxExpense ratio: 0.32%Inclusive of GST
Exit loadExit 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 duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementYash Pankaj Sanghvi
May 2025 - Present
View details
Education
B.Tech (Electronics), PGDM (Finance)
Experience
Prior to joining Sundaram MF, he was associated with LIC Mutual Fund.
Also manages these schemes
Sundaram Banking & PSU Fund Growth
Sundaram Overnight Fund Growth
Sundaram Liquid Growth
Fund house & investment objective
Principal Mutual Fund
Rank (total assets)#24 in India
Total AUM₹7,817.63Cr
Date of Incorporation25 Nov 1994
    Sundaram Liquid IDCW Monthly is a Debt Mutual Fund Scheme launched by Principal Mutual Fund.     This scheme was made available to investors on 25 Nov 1994.     Bekxy Kuriakose is the Current Fund Manager of Sundaram Liquid IDCW Monthly fund.     The fund currently has an Asset Under Management(AUM) of ₹7,818 Cr and     the Latest NAV as of 04 Jan 2022 is ₹1,024.43.  

    The Sundaram Liquid IDCW Monthly is rated Low to Moderate risk.     Minimum SIP Investment is set to ₹2,000.          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.
  ;
Investment ObjectiveThe scheme aims to provide income from short-term investments, consistent with preservation of capital and liquidity by investing in a portfolio of money market and in investment grade debt instruments . 
 
;
Fund benchmarkCRISIL Liquid Fund Index
Scheme Information Document(SID)
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
E-mail
[email protected]
Website
www.principalindia.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Liquid IDCW Monthly
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	6.61%
Indian Oil Corporation Ltd.	Energy	CP	6.61%
Reserve Bank of India	Financial	T-Bills	6.61%
ICICI Securities Ltd.	Financial	CP	5.29%
Astec Lifesciences Ltd.	Healthcare	CP	5.28%
Reserve Bank of India	Financial	T-Bills	4.04%
Reserve Bank of India	Financial	T-Bills	3.31%
Reserve Bank of India	Financial	T-Bills	3.30%
National Bank For Agriculture & Rural Development	Financial	CP	3.29%
Reserve Bank of India	Financial	T-Bills	3.17%
Reserve Bank of India	Financial	T-Bills	3.14%
Reserve Bank of India	Financial	T-Bills	3.04%

	1Y	3Y	5Y	All
Fund returns	3.2%	4.3%	3.5%	6.5%
Category average	6.6%	6.9%	5.5%	NA
Rank with in category	21	21	16	NA

Debt, Liquid funds	Rating	1Y	3Y	Fund Size(Cr)
TRUSTMF Liquid Fund IDCW Monthly	2	6.7%	6.9%	851.46
WhiteOak Capital Liquid Fund IDCW Monthly	2	6.7%	6.9%	577.86
Parag Parikh Liquid Fund IDCW Monthly	1	6.5%	6.6%	4,024.38
Motilal Oswal Liquid Fund IDCW Monthly	1	6.3%	6.5%	1,246.18