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

Sundaram · Liquid
Low
₹1008.34
Current NAV
13 Sep 2024
0.0%
1Y Return
6.3%
3Y CAGR
6.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.73%.
  • Very large asset base (AUM: ₹12,680 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
1.13
Sharpe Ratio
1.33
Beta
1.13
Alpha
1.28
Sortino
Fund Details
Fund House Sundaram
Category Liquid
AUM ₹12680 Cr
Expense Ratio 0.73%
Min SIP ₹500
Min Lumpsum ₹1000
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