sundaram-liquid-fund-direct-g

Sundaram Liquid Fund - Direct (G)

  1. Equity
  2. Liquid
  • NAV as on Jun 25, 2025 ₹2328.13
  • Total Returns 6.06% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
sundaram-liquid-fund-direct-g

Overview of Sundaram Liquid Fund - Direct (G)

  • Fund House
    Sundaram Liquid Fund
  • Fund Size
    ₹7,110 Cr
  • Expense Ratio
    0.13%
  • Benchmark
    NIFTY Liquid Index A-I
  • Risk Level
    Moderate
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    0.0070% - If redemption/switch out within 1 days from the date of allotment. 0.0065% - If redemption/switch out within 2 days from the date of allotment. 0.0060% - If redemption/switch out within 3 days from the date of allotment. 0.0055% - If redemption/switch out within 4 days from the date of allotment. 0.0050% - If redemption/switch out within 5 days from the date of allotment. 0.0045% - If redemption/switch out within 6 days from the date of allotment. Nil - If redemption/switch out within 7 days from the date of allotment.
  • Minimum SIP Investment
    ₹1000
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Sundaram Liquid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Sundaram Liquid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 0.53%
  • 1.79%
  • 3.64%
  • 7.33%
  • 7.06%
  • 5.58%

Category Average

  • 0.48%
  • 1.66%
  • 3.38%
  • 6.8%
  • 6.67%
  • 5.31%

Fund Asset Allocation

Top holdings

Top Sectors

More about Sundaram Liquid Fund - Direct (G)

Sundaram Liquid Fund - Direct (G) is a mutual fund under the Liquid category, managed by Sundaram Mutual Fund. It was launched on 26 Feb 1996, and has been active for over 29 years. As of 31 Mar 2025 the fund manages assets worth ₹7,110 Crores. The expense ratio is 0.13%.

This fund generated returns of 7.33% in the last 1 year. Since its inception, it has provided an average annual return of 6.06%.

The fund's investments are mainly concentrated in sectors like and .

The top five holdings in this fund include prominent companies such as Reverse Repo, TBILL-364D, Reliance Industr, ICICI Securities and Punjab Natl.Bank.

Fund Managers

  • Yash Pankaj Sanghvi
  • Sandeep Agarwal
  • Dwijendra Srivastava

Investment Objective

The objective of the Scheme is to provide investors with a high level of income from short-term investments. The Scheme will focus on preserving the investors' capital and liquidity. Investments will be made in money market and in investment grade debt instruments.

sundaram-liquid-fund-direct-g

Frequently Asked Questions about Sundaram Liquid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Liquid funds are low-risk as they invest in short-term debt instruments, offering stability and quick access to funds.

  2. Should I invest in {{fund_type}} ?

    Yes, if you need a safe place to park surplus cash temporarily with easy access.

  3. How long should I stay invested in {{fund_type}} ?

    Liquid funds are best for short-term investments, often days to a few months.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, liquid funds allow quick redemption, typically within a day.

  5. What are the expenses involved in {{fund_type}} ?

    Liquid funds have low expense ratios, often around 0.1% to 0.5%.

Join the growing tribe of 5,00,000+ Appreciators

Close | Icon

Thanks for joining our iOS waitlist. We will keep you posted.

Powered by Viral Loops
Close | Icon

Powered by Viral Loops.

Contact Appreciate

Share your details and we will contact you.

Get Appreciate

Invest as little as Re.1 in US Stocks

  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • 300
Thank you. We will get in touch with you shortly.
Invest now