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

Sundaram · Liquid
Low
₹1046.60
Current NAV
04 Nov 2026
1.1%
1Y Return
0.6%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.78%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.78).
  • Well-diversified portfolio aligned with the Liquid mandate.
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
1.78
Sharpe Ratio
0.48
Beta
-1.72
Alpha
2.10
Sortino
Fund Details
Fund House Sundaram
Category Liquid
AUM ₹8330 Cr
Expense Ratio 0.78%
Min SIP ₹500
Min Lumpsum ₹1000
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