Sundaram Liquid Growth

Debt
Liquid
Low to Moderate Risk
6.94%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Aug 2025
₹2,324.91
Rating
3
Min. SIP amount
Not Supported
Fund size
₹5,853.10Cr

Return calculator

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

Holdings (76)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills3.40%
Indian Oil Corporation Ltd.
EnergyCP3.39%
Reserve Bank of India
FinancialT-Bills3.22%
Reliance Jio Infocomm Ltd.
CommunicationCP2.54%
IDFC First Bank Ltd.
FinancialCD2.54%
Reliance Retail Ventures Ltd.
ServicesCP2.13%
The Ramco Cements Ltd.
ConstructionCP2.12%
Reliance Retail Ventures Ltd.
ServicesCP2.12%
ICICI Securities Ltd.
FinancialCP2.12%
Indian Bank
FinancialCD2.11%
ICICI Securities Ltd.
FinancialCP1.71%
ICICI Securities Ltd.
FinancialCP1.71%
HDFC Securities Ltd.
FinancialCP1.71%
Indian Overseas Bank
FinancialCD1.70%
GIC Housing Finance Ltd.
FinancialCP1.70%
HSBC InvestDirect Financial Services India Ltd.
FinancialCP1.70%
Small Industries Devp. Bank of India Ltd.
FinancialCP1.70%
Indian Overseas Bank
FinancialCD1.70%
Reliance Jio Infocomm Ltd.
CommunicationCP1.70%
National Bank For Agriculture & Rural Development
FinancialCP1.70%
Godrej & Boyce Mfg. Co. Ltd.
DiversifiedCP1.70%
HDFC Bank Ltd.
FinancialCD1.70%
Indian Oil Corporation Ltd.
EnergyCP1.70%
Birla Group Holdings Pvt. Ltd.
FinancialCP1.69%
Reserve Bank of India
FinancialT-Bills1.69%
Small Industries Devp. Bank of India Ltd.
FinancialCP1.69%
LIC Housing Finance Ltd.
FinancialDebenture1.28%
ICICI Home Finance Company Ltd.
FinancialCP1.28%
SBI Factors Ltd.
FinancialCP1.28%
Network 18 Media & Investments Ltd.
ServicesCP1.28%
SBI Factors Ltd.
FinancialCP1.28%
Bank Of Baroda
FinancialCD1.27%
Axis Bank Ltd.
FinancialCD1.27%
ICICI Securities Ltd.
FinancialCP1.27%
Axis Bank Ltd.
FinancialCD1.27%
Bank Of Baroda
FinancialCD1.27%
Bank Of Baroda
FinancialCD1.27%
Godrej Industries Ltd.
Consumer StaplesCP1.27%
Canara Bank
FinancialCD1.27%
Tata Power Company Ltd.
EnergyCP1.27%
ICICI Home Finance Company Ltd.
FinancialCP1.26%
Muthoot Finance Ltd.
FinancialDebenture0.86%
Motilal Oswal Financial Services Ltd.
FinancialCP0.85%
Bajaj Financial Securities Ltd.
FinancialCP0.85%
PNB Housing Finance Ltd.
FinancialCP0.85%
Deutsche Investments (I) Pvt. Ltd.
FinancialCP0.85%
Kotak Mahindra Bank Ltd.
FinancialCD0.85%
Canara Bank
FinancialCD0.85%
HDFC Bank Ltd.
FinancialCD0.85%
National Bank For Agriculture & Rural Development
FinancialCP0.85%
Godrej Agrovet Ltd.
Consumer StaplesCP0.85%
Aditya Birla Money Ltd.
FinancialCP0.85%
Kotak Mahindra Investments Ltd.
FinancialCP0.85%
National Bank For Agriculture & Rural Development
FinancialCP0.85%
Punjab National Bank
FinancialCD0.85%
Indian Oil Corporation Ltd.
EnergyCP0.85%
Reliance Retail Ventures Ltd.
ServicesCP0.85%
Network 18 Media & Investments Ltd.
ServicesCP0.85%
Bank of India
FinancialCD0.85%
HDFC Securities Ltd.
FinancialCP0.85%
Aditya Birla Housing Finance Ltd.
FinancialCP0.85%
LIC Housing Finance Ltd.
FinancialCP0.85%
Reserve Bank of India
FinancialT-Bills0.85%
BobCard Ltd.
FinancialCP0.85%
Reliance Industries Ltd.
EnergyCP0.85%
Reserve Bank of India
FinancialT-Bills0.85%
Reserve Bank of India
FinancialT-Bills0.51%
FinancialDebenture0.43%
Motilal Oswal Financial Services Ltd.
FinancialCP0.43%
Indian Bank
FinancialCD0.43%
Pilani Investment And Industries Corporation Ltd.
FinancialCP0.43%
Canara Bank
FinancialCD0.43%
Kotak Mahindra Investments Ltd.
FinancialCP0.42%
Infina Finance Pvt. Ltd.
FinancialCP0.42%
Axis Bank Ltd.
FinancialCD0.42%
ConstructionInvITs0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Debt Liquid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.9%6.9%5.6%6.9%
Category average6.6%6.8%5.5%NA
Rank with in category221916NA
Understand terms

Peer Comparison

Debt, Liquid fundsRating1Y3YFund Size(Cr)
5
7.0%7.0%2,001.88
5
7.0%7.0%36,757.35
5
7.0%7.0%6,576.69
4
6.9%7.0%51,913.25
4
6.9%6.9%11,199.32

Expense ratio, exit load and tax

Expense ratio: 0.32%

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.

Understand terms
Check past data

Fund management

Yash 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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram 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,

Compare funds

Sundaram Liquid Growth
VS
Add mutual fund to compare