Sundaram Liquid Fund Growth
Medium
Risk
Debt
Liquid Fund
+
5.26
%
5.26
%
3Y annualised
+
0.06
%
0.06
%
1D
1M
6M
1Y
3Y
All
Fund size
4932
NAV:
Mar 10, 2024
2103.23
Sector
Tech
Type
Debt
Launched
Aug 2004
Min Investment
1000
Expense Ratio
0
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Treps
8.77
%
91 DTB 22022024
5.06
%
India (Republic of)
4.99
%
Punjab National Bank
4.86
%
PNb Housing Finance Limited
3.54
%
Punjab National Bank
3.01
%
HDFC Bank Limited
2.03
%
Indian Bank
2.03
%
National Bank For Agriculture And Rural Development
2.03
%
Canara Bank
2.02
%
Expense ratio, exit load and tax
Expense Ratio:
0
%
Inclusive of GST
Exit load
Exit load of 0.007% if redeemed within 1.0 Days, 0.0 % if redeemed after 6.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Liquid Fund Growth
More details
Investment objective
To provide investors with as high a level of income available from short-term investments as is considered consistent with preservation of capital and maintenance of liquidity, by investing in a portfolio of money market and investment grade debt instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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