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DebtLiquid FundDirect · Growth

Tata Liquid Fund- Direct Plan-Growth Option

Tata · Scheme 119861

4,454.31 0.02%NAV · 2026-08-05
56
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.0%
Risk level
Very High
Min SIP
Benchmark
CRISIL Liquid Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.47%
3 Months+1.67%
6 Months+3.39%
1 Year+6.42%
3 Years (CAGR)+7.00%
5 Years (CAGR)+6.28%
10 Years (CAGR)+6.15%
Since Launch+49.99%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns30
Consistency54
Risk-adjusted36
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Sortino ratio: 704.38
  • Max drawdown: -0%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.0%
  • 5Y CAGR: +6.3%
  • Return stability: rolling-return std 121.1%
  • Sharpe ratio: 0.24

Risk metrics

Sharpe ratio
0.24
Sortino ratio
704.38
Volatility
2374.98%
Max drawdown
-0.23%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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