πŸ“ˆ India's #1 Share Price Target Analysis Platform
Share Target Price
Back to all funds
Liquid FundVSMulti Cap

UTI Mutual Fund Liquid Fund vs Sundaram Mutual Fund Multi Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

6.93%

VS

3Y Return

22.93%

ParameterAUTI Mutual Fund Liquid Fund - Direct Plan - GrowthBSundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseUTI Mutual FundSundaram Mutual Fund
CategoryLiquid FundMulti Cap
NAV (β‚Ή)5622.791431.56
AUM (β‚Ή Cr)3.63 Lac Cr1.65 Lac Cr
Expense Ratio (%)0.12%1.68%
RiskometerLowVery High
Volatility0.1114.8
Sharpe Ratio3.911.11
1 Year Return (%)6.17%6.91%
3 Year Return (%)6.93%22.93%
5 Year Return (%)6.11%19.07%
Since Launch (%)50.63%15.59%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date1 January 20133 April 2006
Exit LoadNilNil
Fund ManagerV. Srivatsa (3.5 years yrs)S. Krishnakumar (3.5 years yrs)
BenchmarkNIFTY Liquid IndexNifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsState Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover233%50%

Why consider UTI Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 3.63 Lac Cr
  • Sharpe Ratio: 3.91

Why consider Sundaram Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 22.93%
  • AUM: 1.65 Lac Cr
  • Sharpe Ratio: 1.11

SIP Calculator – Compare Growth Potential

UTI Mutual Fund Liquid Fund

β‚Ή867076.87

@6.9% annual return (3Y)

Sundaram Mutual Fund Multi Cap Fund

β‚Ή2318032.57

@22.9% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.