Kotak Liquid Regular Plan Growth vs Sundaram Liquid Fund (G) compare

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Sundaram Liquid Fund (G)

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Kotak Liquid Regular Plan Growth

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Kotak Liquid Regular Plan Growth

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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)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
Fund	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Low to Moderate	Moderate	Moderate
Asset Size (Cr)	₹6043 Cr	₹37644 Cr	₹37644 Cr
Min Investment	₹1000	₹100	₹100
Min SIP Invesment	₹1000	₹100	₹100
Min Addl Investment	₹500	₹100	₹100
Launch Date	30 Aug 2004	04 Nov 2003	04 Nov 2003
Category	Liquid	Liquid	Liquid
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	Nifty Liquid Index A-I	NIFTY Liquid Index B-I	NIFTY Liquid Index B-I
Turn Over	%	45%	146%
Expense Ratio	0.4	0.31	0.31
Manager	Dwijendra Srivastava	Deepak Agrawal	Deepak Agrawal
ISIN Code	INF173K01DA9	INF174K01NI9	INF174K01NI9
Exits Load	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	Kotak 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	Kotak 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	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
1 Month	0.73%	0.58%	0.58%
6 Month	3.6%	3.57%	3.57%
1 Year	7.28%	7.36%	7.36%
3 Year	6.7%	6.18%	6.18%
5 Year	5.33%	5.21%	5.21%

SIP Return Analysis

Scheme Name	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
6 Month	2.08%	0.19%	0.19%
1 Year	7.23%	3.01%	3.01%
3 Year	7.13%	5.5%	5.5%
5 Year	6.26%	5.26%	5.26%

Rolling Lumpsum Returns

Scheme Name	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
1 Year	6.83%	7.17%	7.17%
3 Year	6.54%	7.07%	7.07%
5 Year	6.82%	7.34%	7.34%

Risk Management

Scheme Name	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
Standard Deviation	0.316%	0.331%	0.331%
Sharp	0.659%	0.3%	0.3%
Beta	1.139%	1.28%	1.28%
Alpha	-0.161%	-0.22%	-0.22%

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Fund Managers

Scheme Name	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth
Name	Dwijendra Srivastava	Deepak Agrawal	Deepak Agrawal
Total AUM	₹14140 Cr	₹150749 Cr	₹150749 Cr
Funds Managed	14	14	14
	Sundaram Liquid Fund (G)	Kotak Liquid Regular Plan Growth	Kotak Liquid Regular Plan Growth