Sundaram Mutual Fund Liquid Fund - Direct Plan - Growth historical performance and returns
Sundaram Mutual Fund Liquid Fund - Direct Plan - Growth ka historical performance dekhte hain. Is fund ne pichle 1 saal mein -3.97% return diya hai, jo ki kuchh surprising hai, par iski 3 saal ki return hai 9.88% aur 5 saal ki return hai 10.99%.
Yahan ek simple comparison table hai jo is fund ke returns ko benchmark NIFTY Liquid Index ke saath compare karta hai:
| Time Period |
Fund Returns (%) |
Benchmark Returns (%) |
| 1 Year |
-3.97% |
Data not available |
| 3 Years |
9.88% |
Data not available |
| 5 Years |
10.99% |
Data not available |
Ye consistent performance dikhata hai ki fund long-term mein achha perform kar sakta hai. Fund ka manager S. Krishnakumar ne 3.5 years tak is fund ko sambhala hai, aur unki investment strategies ka is par achha impact pada hai. Yahan volatility bhi kam hai, jo ki is category ke liquid funds ke liye expected hai. Is fund ke performance ko dekhte hue, aisa lagta hai ki ye un investors ke liye suitable hai jo stability aur consistent returns ko dhund rahe hain.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Sundaram Mutual Fund Liquid Fund - Direct Plan - Growth ke top holdings aur portfolio
Sundaram Mutual Fund Liquid Fund - Direct Plan - Growth ka portfolio highly liquid instruments mein diversified hai. Is fund ki top 5 holdings mein State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%), ICICI Bank CP (5.9%), aur 182-Day T-Bill (5.5%) shamil hain. Ye holdings fund ki liquidity ko ensure karte hain, jisse aapko zarurat padne par easily cash mil sake.
Is fund ka sector allocation bhi kaafi diversified hai, jo ki risk ko kam karta hai. Aam taur par, liquid funds mein investment ka focus capital preservation par hota hai, aur ye fund is aspect par kaafi accha work karta hai.
Ye fund un investors ke liye perfect option hai jo capital ko grow karna chahte hain bina kisi zyada risk ke, aur market ki volatility se bachna chahte hain. Chaliye, ab thodi der ke liye is fund ke risk profile aur volatility par nazar daalte hain.
Sundaram Mutual Fund Liquid Fund - Direct Plan - Growth – risk level aur volatility
Sundaram Mutual Fund Liquid Fund - Direct Plan - Growth ka riskometer low hai, iska matlab hai ki is fund mein investment karna relatively safe hai. Ye fund majorly short-term debt instruments mein invest karta hai, jisse market volatility ka impact bhi kam hota hai.
Sharpe ratio ki data available nahi hai, par ye fund low volatility ke liye jana jata hai. Iska matlab hai ki agar aap low-risk profile wale investor hain, toh ye fund aapke liye suitable rahega. Liquid funds mein typically risk ka level kam hota hai, jo ki un logon ke liye perfect hai jo apne capital ko safe rakhna chahte hain.
Investors ko ye samajhna hoga ki liquidity ke sath-sath kisi bhi investment mein risk hamesha hota hai, lekin ye fund is risk ko manage karne mein kaafi successful raha hai.