Sundaram Liquid Fund (G) vs UTI Liquid Fund compare

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tortoise-icon Sundaram Liquid Fund (G)

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tortoise-icon UTI 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) UTI Liquid Fund - Regular Plan - Growth Option
Fund Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹6783 Cr ₹28665 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹2500
Min Addl Investment ₹500 ₹500
Launch Date 30 Aug 2004 10 Dec 2003
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark Nifty Liquid Index A-I CRISIL Liquid Fund AI Index
Turn Over % 23%
Expense Ratio 0.32 0.24
Manager Dwijendra Srivastava Amit Sharma
ISIN Code INF173K01DA9 INF789F01PH1
Exits Load Sundaram Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges./365 UTI Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
1 Month 0.63% 0.64%
6 Month 3.58% 3.61%
1 Year 7.43% 7.46%
3 Year 6.31% 6.34%
5 Year 5.18% 5.3%

SIP Return Analysis

Scheme Name Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.1% 7.14%
3 Year 6.9% 6.94%
5 Year 5.98% 6.04%

Rolling Lumpsum Returns

Scheme Name Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
1 Year 6.8% 7.32%
3 Year 6.57% 7.24%
5 Year 6.84% 7.52%

Risk Management

Scheme Name Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
Standard Deviation 0.48% 0.48%
Sharp 0.28% 0.32%
Beta 0.96% 0.97%
Alpha 2.06% 2.11%

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Fund Managers

Scheme Name Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Amit Sharma
Total AUM ₹14140 Cr ₹53350 Cr
Fund Manage 14 5
Sundaram Liquid Fund (G) UTI Liquid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Liquid Fund (G)

UTI Liquid Fund - Regular Plan - Growth Option

Others 99.95 100.01

Sector Allocation

Scheme Name

Sundaram Liquid Fund (G)

UTI Liquid Fund - Regular Plan - Growth Option

Others 99.95 -1.89
Sovereign - 7.84
Financial - 78.85
Construction - 2.3
Services - 6.93
Communication - 3.41
Materials - 0.42
Chemicals - 0.42
Energy - 0.15
Consumer Staples - 1.58

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