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Sundaram Liquid Fund (Formerly Principal Cash Management Fund) - Weekly Income Distribution CUM Capital Withdrawal Option

Sundaram · Liquid
Low
₹1007.85
Current NAV
13 Sep 2024
0.0%
1Y Return
5.9%
3Y CAGR
6.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.34).
  • Very large asset base (AUM: ₹22,890 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • Higher expense ratio (2.14%) which can affect compounding over long horizons.
  • 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
0.84
Sharpe Ratio
1.34
Beta
6.34
Alpha
0.96
Sortino
Fund Details
Fund House Sundaram
Category Liquid
AUM ₹22890 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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