Sundaram Liquid Fund
Direct · Growth ₹2531.59
02 Nov 2026
NAV
5.2%
3Y CAGR
4.9%
5Y CAGR
5.1%
10Y CAGR
5.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.30
Sharpe
-37.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.14%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.37 L | 5.7% | -12.4% | 9.7% |
| 3 Years | ₹36.00 L | ₹39.21 L | 5.4% | 1.2% | 8.7% |
| 5 Years | ₹60.00 L | ₹66.51 L | 5.0% | 3.3% | 7.7% |
| 7 Years | ₹84.00 L | ₹99.01 L | 4.9% | 3.7% | 6.3% |
| 10 Years | ₹1.20 Cr | ₹1.55 Cr | 5.1% | 4.4% | 5.7% |
| 12 Years | ₹1.44 Cr | ₹2.01 Cr | 5.5% | 5.2% | 5.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 5.7% | 6.4% |
| 3 Years | 5.4% | 6.5% |
| 5 Years | 5.0% | 5.9% |
| 7 Years | 4.9% | 5.9% |
| 10 Years | 5.1% | 6.0% |
| 12 Years | 5.5% | 6.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.2% | 6.7% | -31.7% | 9.9% | -0.23 | -0.23 | 91% | — | — |
| 3 Years | 5.2% | 4.8% | -6.9% | 9.0% | -0.51 | -0.47 | 98% | — | — |
| 5 Years | 4.9% | 5.1% | -1.5% | 8.2% | -1.07 | -0.74 | 98% | — | — |
| 10 Years | 5.1% | 5.4% | 0.9% | 5.7% | -1.30 | -0.79 | 100% | — | — |
-37.5%
Max Drawdown
0 mo
Drawdown Duration
98 mo
Recovery Time
-8.4%
Avg Drawdown
Calmar Ratio by Duration
0.14
1Y
0.14
3Y
0.13
5Y
0.13
7Y
0.14
10Y
0.14
12Y