Mutual Funds

Tata Liquid Fund -Regular Plan - Growth Option

Tata Mutual FundLiquidLow Risk
₹4,383.93+1.44 (+0.03%)

NAV as on 2026-07-19 · Debt · Liquid

AUM

₹22.0K Cr

1Y Return

+6.3%

3Y CAGR

+6.9%

5Y CAGR

+6.1%

Expense

0.28%

Risk

Low

Tata Liquid Fund -Regular Plan
₹4,383.93+0.03%

1Y Return

+6.3%

3Y CAGR

+6.9%

5Y CAGR

+6.1%

Since Inception

+7.1%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹4,126.24
₹4,383.93

100% from 52W low

Fund Information

LiquidDebtSince 03-04-2006

Fund House

Tata Mutual Fund

Category

Debt - Liquid

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash99.7%
Other0.3%

Market Cap Split

Top Holdings

70 stocks
Weight1M Change
1

Tbill

14.01%+9.0%
2

Bajaj Finance Ltd.

12.68%+33.3%
3

India (Republic of)

11.66%+1.1%
4

Reliance Retail Ventures Limited

11.41%+100.0%
5

HDFC Bank Limited

10.61%+21.5%
6

LIC Housing Finance Ltd.

9.77%0.0%
7

Union Bank of India

7.96%+20.0%
8

Indusind Bank Ltd.

7.51%-4.2%
9

RBL Bank Ltd.

7.28%+58.6%
10

Small Industries Development Bank Of India

7.13%-4.7%

Risk Metrics (3Y)

Sharpe Ratio

2.26

Cat avg: -0.09

Sortino Ratio

16.61

Cat avg: 10.11

Beta

1.58

Cat avg: 1.17

Std Deviation

0.20%

Cat avg: 0.34%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Tata Liquid Reg Gr22,0440.28+6.3%+6.9%+6.1%
SBI Liquid Instl Gr71,4480.29+6.2%+6.8%+6.1%
HDFC Liquid Gr65,8780.30+6.3%+6.9%+6.1%
Aditya BSL Liquid Reg Gr63,6870.30+6.3%+6.9%+6.2%
ICICI Pru Liquid Gr54,5430.25+6.2%+6.9%+6.1%
Axis Liquid Gr44,8660.21+6.3%+6.9%+6.2%
Kotak Liquid Reg Gr39,8170.33+6.2%+6.8%+6.1%
Nippon India Liquid Gr35,8700.29+6.3%+6.9%+6.1%
UTI Liquid Reg Gr(Discon)33,2480.28+6.3%+6.7%+5.8%
UTI Liquid Reg Gr27,6320.28+6.3%+6.9%+6.2%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹22.0K Cr
Expense Ratio0.28%
Volatility (3Y)0.2%
Sharpe Ratio2.26
Sortino Ratio16.61
Beta1.58
Min SIP₹500
Min Lumpsum₹5,000
Holdings67

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.