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

Sundaram · Liquid
Low
₹1042.89
Current NAV
04 Nov 2026
0.9%
1Y Return
0.5%
3Y CAGR
5.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.55).
  • Very large asset base (AUM: ₹12,600 Cr) indicating high investor trust and liquidity.
  • 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
1.55
Sharpe Ratio
1.45
Beta
0.05
Alpha
1.94
Sortino
Fund Details
Fund House Sundaram
Category Liquid
AUM ₹12600 Cr
Expense Ratio 1.05%
Min SIP ₹500
Min Lumpsum ₹1000
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