mutual funds sundaram liquid directgrowth

performance

Sundaram Liquid Direct-Growth

Debt: Liquid - Growth (Open ended)

Sundaram Liquid Direct-GrowthNAV: 2,510.81 as on 06 Sep, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Low to ModerateCategory: Debt: LiquidBenchmark: NIFTY Liquid Index A-ICheck Portfolio Overlap →

NAV: ₹2,510.81+0.01%

07 Sept 2026

Rolling Returns Analysis

Rolling annualized returns of Sundaram Liquid Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	28 Oct, 2013 - 07 Sep, 2026	26 Jun, 2015 - 07 Sep, 2026	21 Feb, 2017 - 07 Sep, 2026	21 Oct, 2018 - 07 Sep, 2026
Average returns	4.45%	4.21%	3.94%	3.66%
Standard deviation	2.49%	1.81%	1.41%	0.88%
Best returns	8.28% 1 year ending on 25 May, 2014	7.54% 3 years ending on 28 Jun, 2015	7.09% 5 years ending on 26 Feb, 2017	5.40% 7 years ending on 21 Oct, 2018
Worst returns	-3.61% 1 year ending on 13 Jun, 2019	0.85% 3 years ending on 24 Oct, 2020	1.40% 5 years ending on 08 Mar, 2022	2.16% 7 years ending on 21 Jul, 2023
Period with positive return	94.24%	100.00%	100.00%	100.00%
Period with return > 5%	42.00%	25.82%	14.20%	9.48%
Period with return > 10%	0.00%	0.00%	0.00%	0.00%
Period with return > 15%	0.00%	0.00%	0.00%	0.00%
Beat % Category	49.87%	38.96%	20.70%	1.92%
Beat % Benchmark	26.58%	1.97%	1.88%	0.00%

Trailing Returns

Point-to-point returns of Sundaram Liquid Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

4.7%

4.5%

-8.1%

YTD

0.6%

-3.2%

1 M

3.6%

3.4%

-1.9%

6 M

6.6%

6.4%

-5.0%

1 Y

7.0%

6.9%

7.7%

3 Y

6.4%

6.3%

7.8%

5 Y

6.0%

11.7%

10 Y

Fund

Debt: Liquid

NIFTY Liquid Index A-I

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	4.66%	0.56%	3.57%	6.60%	7.02%	6.38%	6.05%	6.78%
Debt: Liquid	4.49%	0.55%	3.40%	6.40%	6.88%	6.27%	5.99%	-
NIFTY Liquid Index A-I	-8.14%	-3.18%	-1.95%	-4.99%	7.68%	7.77%	11.65%	-
Rank in category	1	25	1	3	4	4	25	-
Funds in category	42	42	42	39	36	35	30	-

Period Returns

Calendar-year, quarterly and monthly return history of Sundaram Liquid Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Sundaram Liquid Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Sundaram Liquid Direct-Growth?

Sundaram Liquid Direct-Growth has delivered a 1-year return of 6.60% as of 6 Sep 2026. During the same period, its benchmark NIFTY Liquid Index A-I returned -4.99%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of Sundaram Liquid Direct-Growth?

Sundaram Liquid Direct-Growth has delivered a 3-year CAGR of 7.02% as of 6 Sep 2026. Its benchmark NIFTY Liquid Index A-I returned 7.68% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of Sundaram Liquid Direct-Growth?

Sundaram Liquid Direct-Growth has delivered a 5-year CAGR of 6.38% as of 6 Sep 2026. Its benchmark NIFTY Liquid Index A-I returned 7.77% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of Sundaram Liquid Direct-Growth since inception?

Since its launch on 31 Dec 2012, Sundaram Liquid Direct-Growth has delivered a CAGR of 6.78%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Sundaram Liquid Direct-Growth performed vs its category over the long term?

Over the long term, Sundaram Liquid Direct-Growth has ranked 4 out of 36 funds in the Debt: Liquid category on a 3-year basis, and 4 out of 35 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of Sundaram Liquid Direct-Growth?

The Sharpe ratio of Sundaram Liquid Direct-Growth is 5.19 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of Sundaram Liquid Direct-Growth?

The alpha of Sundaram Liquid Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Sundaram Liquid Direct-Growth?

The beta of Sundaram Liquid Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Sundaram Liquid Direct-Growth?

The average 1-year and 3-year rolling returns of Sundaram Liquid Direct-Growth is 4.45% and 4.21% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

28 Oct, 2013 - 07 Sep, 2026

26 Jun, 2015 - 07 Sep, 2026

21 Feb, 2017 - 07 Sep, 2026

21 Oct, 2018 - 07 Sep, 2026

Average returns

4.45%

4.21%

3.94%

3.66%

Standard deviation

2.49%

1.81%

1.41%

0.88%

Best returns

8.28%

1 year ending on 25 May, 2014

7.54%

3 years ending on 28 Jun, 2015

7.09%

5 years ending on 26 Feb, 2017

5.40%

7 years ending on 21 Oct, 2018

Worst returns

-3.61%

1 year ending on 13 Jun, 2019

0.85%

3 years ending on 24 Oct, 2020

1.40%

5 years ending on 08 Mar, 2022

2.16%

7 years ending on 21 Jul, 2023

Period with positive return

94.24%

100.00%

Period with return > 5%

42.00%

25.82%

14.20%

9.48%

Period with return > 10%

0.00%

Period with return > 15%

0.00%

Beat % Category

49.87%

38.96%

20.70%

1.92%

Beat % Benchmark

26.58%

1.97%

1.88%

0.00%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

4.66%

0.56%

3.57%

6.60%

7.02%

6.38%

6.05%

6.78%

Debt: Liquid

4.49%

0.55%

3.40%

6.40%

6.88%

6.27%

5.99%

NIFTY Liquid Index A-I

-8.14%

-3.18%

-1.95%

-4.99%

7.68%

7.77%

11.65%

Rank in category

Funds in category

Frequently Asked Questions

What are the 1-year returns of Sundaram Liquid Direct-Growth?

What are the 3-year returns of Sundaram Liquid Direct-Growth?

What are the 5-year returns of Sundaram Liquid Direct-Growth?

What are the returns of Sundaram Liquid Direct-Growth since inception?

How has Sundaram Liquid Direct-Growth performed vs its category over the long term?

What is the Sharpe ratio of Sundaram Liquid Direct-Growth?

What is the alpha of Sundaram Liquid Direct-Growth?

The alpha of Sundaram Liquid Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Sundaram Liquid Direct-Growth?

The beta of Sundaram Liquid Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Sundaram Liquid Direct-Growth?

Sundaram Liquid Direct-Growth

Rolling Returns Analysis

Trailing Returns

Period Returns

Historical Performance

Compare performance with respect toAdd benchmark

Frequently Asked Questions

Rolling Returns Analysis

Trailing Returns

Period Returns

Historical Performance

Compare performance with respect toAdd benchmark

Frequently Asked Questions

Compare performance with respect to
Add benchmark

Compare performance with respect to
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