| NAV: 01 Jul 2022 | ₹1,026.19 |
| Min. SIP amount | NA |
| Rating | 4 |
| Fund size | ₹1,695.08Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.6% | 4.1% | 5.1% | 6.9% |
| Category average | 3.1% | 5.1% | 5.8% | NA |
| Rank with in category | 13 | 16 | 29 | NA |
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 5.7% |
Can Fin Homes Ltd. | Financial | CP | 5.5% |
| Bharat Petroleum Corporation Ltd. | Energy | CP | 5.5% |
Canara Bank | Financial | CD | 5.4% |
| The Ramco Cements Ltd. | Construction | CP | 5.4% |
Bank Of Baroda | Financial | CD | 5.4% |
HDFC Bank Ltd. | Financial | CD | 5.4% |
LIC Housing Finance Ltd. | Financial | CP | 4.1% |
Indian Bank | Financial | CD | 4.1% |
Axis Bank Ltd. | Financial | CD | 2.7% |
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
Sandeep AgarwalMay 2022 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
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 30 Aug 2004 and the average annual returns provided by this fund is 3.58% 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 0.28% as of 02 Jul 2022...
What is the AUM of Sundaram Liquid IDCW Monthly?
The AUM, short for Assets Under Management of Sundaram Liquid IDCW Monthly is ₹1,695.08Cr as of 02 Jul 2022.
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?
What is the NAV of Sundaram Liquid IDCW Monthly?
The NAV of Sundaram Liquid IDCW Monthly is ₹1,026.19 as of 01 Jul 2022.
