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DebtLiquid FundDirect · Growth

Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Option

Sundaram · Scheme 149664

2,495.31 0.02%NAV · 2026-08-05
65
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.0%
Risk level
Low
Min SIP
Benchmark
CRISIL Liquid Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.57%
3 Months+1.76%
6 Months+3.48%
1 Year+6.50%
3 Years (CAGR)+7.03%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+6.58%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns32
Consistency100
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Volatility: 0% annualised
  • Max drawdown: -0%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.0%
  • 1Y return: +6.5%
  • Sharpe ratio: -8.99
  • Sortino ratio: -11.19

Risk metrics

Sharpe ratio
8.99
Sortino ratio
11.19
Volatility
0.16%
Max drawdown
-0.02%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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