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Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Direct Fortnightly IDCW

Sundaram · Liquid
Low
₹1028.19
Current NAV
13 Sep 2024
6.6%
1Y Return
6.6%
3Y CAGR
5.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.66).
  • Very large asset base (AUM: ₹20,210 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Conservative investors seeking capital safety, high liquidity, or parking surplus cash.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Aggressive investors expecting index-beating returns or high inflation-beating growth.
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.66
Sharpe Ratio
1.26
Beta
4.66
Alpha
2.26
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Fund Details
Fund House Sundaram
Category Liquid
AUM ₹20210 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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