ITI Liquid Fund Regular vs Sundaram Liquid Fund (G) compare
ITI Liquid Fund Regular - Growth
Sundaram Liquid Fund (G)
Chart Comparison
Overview
| Scheme Name | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
|---|---|---|
| Fund | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹63 Cr | ₹7482 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 24 Apr 2019 | 30 Aug 2004 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Liquid Fund AI Index | Nifty Liquid Index A-I |
| Turn Over | % | % |
| Expense Ratio | 0.25 | 0.4 |
| Manager | Vikrant Mehta | Dwijendra Srivastava |
| ISIN Code | INF00XX01192 | INF173K01DA9 |
| Exits Load | ITI Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 | Sundaram Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
|---|---|---|
| 1 Month | 0.47% | 0.48% |
| 6 Month | 2.98% | 2.93% |
| 1 Year | 6.5% | 6.55% |
| 3 Year | 6.67% | 6.93% |
| 5 Year | 5.43% | 5.65% |
SIP Return Analysis
| Scheme Name | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
|---|---|---|
| 6 Month | 1.44% | 1.4% |
| 1 Year | 6.18% | 6.1% |
| 3 Year | 6.63% | 6.79% |
| 5 Year | 6.23% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
|---|---|---|
| 1 Year | 4.92% | 6.88% |
| 3 Year | 4.87% | 6.59% |
| 5 Year | 4.92% | 5.95% |
Risk Management
| Scheme Name | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
|---|---|---|
| Standard Deviation | 0.13% | 0.18% |
| Sharp | -0.49% | 1.84% |
| Beta | 0.78% | 1.35% |
| Alpha | -0.26% | -0.16% |
Fund Managers
| Scheme Name | ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
|---|---|---|
| Name | Vikrant Mehta | Dwijendra Srivastava |
| Total AUM | ₹698 Cr | ₹14140 Cr |
| Funds Managed | 8 | 14 |
| ITI Liquid Fund Regular - Growth | Sundaram Liquid Fund (G) |
Market Cap
| Scheme Name |
ITI Liquid Fund Regular - Growth |
Sundaram Liquid Fund (G) |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Liquid Fund Regular - Growth |
Sundaram Liquid Fund (G) |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
DSP Small Cap Fund - Regular - Growth
3Y Returns20.7%
Axis Small Cap Fund Regular Growth
3Y Returns19.09%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.76%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.43%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns17.41%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.94%