Sundaram Liquid Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.1%
Sharpe Ratio1.74
Beta1.41
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Reverse RepoUtilities8.03%
364 DTB 28082025Utilities3.08%
182 Days TbillUtilities2.92%
Reliance Jio Infocomm Ltd.Utilities2.33%
Bank Of IndiaUtilities2.32%
Reliance Jio Infocomm Ltd.Utilities2.30%
IDFC First Bank Ltd.Utilities2.30%
Bank Of BarodaUtilities1.93%
Punjab National BankUtilities1.93%
Reliance Retail Ventures LimitedUtilities1.93%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.32%
Regulatory & Tax Information
INF903JA1JF3
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)