Sundaram Liquid Reg Principal Units-R

Sundaram Liquid Reg Principal Units-R Fund Details and Key Information

Sundaram Liquid Reg Principal Units-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹7657.03 Cr

• Expense Ratio: 0.35%

• Cash Holding: 99.76%

• Plan Type: Growth

• Benchmark: Nifty Liquid Index TR INR

• Launch Date: 2022-01-01

• Exit Load: 0.01

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Sundaram Liquid Reg Principal Units-R Returns and Performance

Sundaram Liquid Reg Principal Units-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.50%

• 3 Months: 1.73%

• 6 Months: 3.51%

• 1 Year: 7.11%

• 3 Years: 0.22%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Sundaram Liquid Reg Principal Units-R Risk Level and Volatility

Understanding risk is important before investing. Sundaram Liquid Reg Principal Units-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Low To Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Sundaram Liquid Reg Principal Units-R Portfolio Allocation

The asset allocation of Sundaram Liquid Reg Principal Units-R shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 99.76%

This allocation plays a key role in determining the fund’s risk and return profile.

Sundaram Liquid Reg Principal Units-R Sector Allocation

Sundaram Liquid Reg Principal Units-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 1.29%

• Consumer Cyclical: 1.78%

• Consumer Defensive: 1.16%

• Energy: 0.57%

• Financial Services: 37.75%

• Industrials: 3.14%

Sector allocation data helps investors understand which industries the fund is focusing on.

Sundaram Liquid Reg Principal Units-R Fund House

Sundaram Liquid Reg Principal Units-R is managed by:

AMC Name: Sundaram Asset Management Company Ltd

A strong fund house with a proven track record can improve investor confidence.

Sundaram Liquid Reg Principal Units-R Minimum Investment

Investors can start investing in Sundaram Liquid Reg Principal Units-R with:

Minimum Investment: ₹1,000

This makes the fund accessible for both beginners and experienced investors.