Invesco India Liquid Fund vs Sundaram Liquid Fund (G) compare

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tortoise-icon Sundaram Liquid Fund (G)

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tortoise-icon Invesco India Liquid Fund - Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
Fund Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹5651 Cr ₹8799 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 Jan 2013 18 Jun 2013
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark Nifty Liquid Index A-I NIFTY Liquid Index A-I
Turn Over % 69%
Expense Ratio 0.27 0.22
Manager Dwijendra Srivastava Krishna Venkat Cheemalapati
ISIN Code INF173K01DA9 INF205K01UX5
Exits 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./365 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./365

Trailing Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
1 Month 0.59% 0.6%
6 Month 3.56% 3.62%
1 Year 7.36% 7.46%
3 Year 6.22% 6.29%
5 Year 5.15% 5.28%

SIP Return Analysis

Scheme Name Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
6 Month - -
1 Year 7.16% 7.27%
3 Year 6.85% 6.93%
5 Year 5.9% 5.99%

Rolling Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
1 Year 6.8% 6.81%
3 Year 6.57% 5.9%
5 Year 6.84% 5.41%

Risk Management

Scheme Name Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
Standard Deviation 0.48% 0.48%
Sharp 0.28% 0.3%
Beta 0.96% 0.97%
Alpha 2.06% 2.09%

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Fund Managers

Scheme Name Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option
Name Dwijendra Srivastava Krishna Venkat Cheemalapati
Total AUM ₹14140 Cr ₹24743 Cr
Fund Manage 14 19
Sundaram Liquid Fund (G) Invesco India Liquid Fund - Bonus Option

Market Cap

Scheme Name

Sundaram Liquid Fund (G)

Invesco India Liquid Fund - Bonus Option

Others 100.03 100

Sector Allocation

Scheme Name

Sundaram Liquid Fund (G)

Invesco India Liquid Fund - Bonus Option

Others 0.25 5.14
Sovereign - 1.77
Financial - 70.38
Construction - 5.7
Services - 7.19
Materials - 0.87
Consumer Staples - 3.72
Capital Goods - 3.05
Energy - 2.18

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