Sundaram Liquid Fund (G) vs Axis Liquid Fund compare

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tortoise-icon Sundaram Liquid Fund (G)

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tortoise-icon Axis Liquid Fund - Regular Plan - Growth 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) Axis Liquid Fund - Regular Plan - Growth Option
Fund Sundaram Liquid Fund (G) Axis Liquid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹5651 Cr ₹26699 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 10 Jan 2013 05 Oct 2009
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark Nifty Liquid Index A-I NIFTY Liquid Index B-I
Turn Over % 10%
Expense Ratio 0.27 0.34
Manager Dwijendra Srivastava Devang Shah
ISIN Code INF173K01DA9 INF846K01412
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) Axis Liquid Fund - Regular Plan - Growth Option
1 Month 0.58% 0.58%
6 Month 3.54% 3.57%
1 Year 7.34% 7.41%
3 Year 6.22% 6.29%
5 Year 5.15% 5.32%

SIP Return Analysis

Scheme Name Sundaram Liquid Fund (G) Axis Liquid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.16% 7.23%
3 Year 6.85% 6.92%
5 Year 5.9% 5.99%

Rolling Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) Axis Liquid Fund - Regular Plan - Growth Option
1 Year 6.8% 7.3%
3 Year 6.57% 7.26%
5 Year 6.84% 7.3%

Risk Management

Scheme Name Sundaram Liquid Fund (G) Axis Liquid Fund - Regular Plan - Growth Option
Standard Deviation 0.48% 0.49%
Sharp 0.28% 0.4%
Beta 0.96% 0.98%
Alpha 2.06% 2.15%

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Fund Managers

Scheme Name Sundaram Liquid Fund (G) Axis Liquid Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Devang Shah
Total AUM ₹14140 Cr ₹60014 Cr
Fund Manage 14 15
Sundaram Liquid Fund (G) Axis Liquid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Liquid Fund (G)

Axis Liquid Fund - Regular Plan - Growth Option

Others 100.03 99.99

Sector Allocation

Scheme Name

Sundaram Liquid Fund (G)

Axis Liquid Fund - Regular Plan - Growth Option

Others 0.25 0.48
Financial - 90.53
Services - 3.18
Materials - 0.72
Construction - 1.5
Consumer Staples - 2.03
Communication - 0.19
Capital Goods - 0.27
Energy - 0.54
Diversified - 0.55

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