NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹1236.01
0.39%
NAV as on 16 Jan 25, 12:00 AM
low to moderate risk
liquid
liquid
NAV as on 16 Jan 25, 12:00 AM
low to moderate risk
liquid
liquid
7.27%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.35%p.a.
Since Inception
About Sundaram Liquid Fund Plan Principal Units Reinvestment for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Liquid Fund Plan Principal Units Reinvestment scheme from Sundaram Asset Management Company Ltd. It is a Liquid mutual fund scheme that predominantly invests in Liquid stocks of companies. Launched on Jan 2022, Sundaram Liquid Fund Plan Principal Units Reinvestment is Liquid fund of its category with 7,186.6 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Liquid funds.
- Sundaram Liquid Fund Plan Principal Units Reinvestment delivered 7.3% annual returns during the last year. It has delivered 6.3% average annual returns since the fund was launched.
- Sundaram Liquid Fund Plan Principal Units Reinvestment scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in liquid
Fund Objective
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.
Top 10 Holdings
Reverse Repo
9.79%
Treps
4.73%
State Bank Of India
2.08%
364 DTB 02052024
2.07%
Axis Bank Limited
2.06%
Indian Bank
2.05%
Small Industries Development Bank Of India
2.05%
Pilani Investment And Industries Corporation Ltd.
1.73%
ICICI Securities Limited
1.72%
HDFC Bank Limited
1.71%
Fund Managers
- Dwijendra Srivastava (Jan 2022 - Present)
- Sandeep Agarwal (May 2022 - Present)
Key Information
View Scheme Document
Sundaram Liquid Fund Plan Principal Units Reinvestment SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Sundaram Liquid Fund Plan Principal Units Reinvestment
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Liquid Fund Plan Principal Units Reinvestment?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Liquid Fund Plan Principal Units Reinvestment
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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