Sundaram Liquid Fund Direct Growth

Sundaram Liquid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund gives you the benefit of diversification.

1. Sundaram Liquid Fund Direct Growth has ₹7482 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 0.1.
   

Sundaram Liquid Fund Direct Growth has given a CAGR return of 6.06% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.82%, 7.11% and 5.78% respectively.

Sundaram Liquid Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Industrial, Consumer Cyclical, Government, Basic Materials, Consumer Defensive, Energy.

As it is a liquid mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To provide investors with as high a level of income available from short-term investments as is considered consistent with preservation of capital and maintenance of liquidity, by investing in a portfolio of money market and investment grade debt instruments.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 1000.00. Sundaram Liquid Fund Direct Growth has no lock in period.