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DebtLiquid FundDirect · Growth

TRUSTMF Liquid Fund-Direct Plan-Daily Income Distribution cum Capital Withdrawal

Trust · Scheme 148842

1,290.19 0.02%NAV · 2026-08-05
54
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
5.7%
Risk level
Low
Min SIP
Benchmark
CRISIL Liquid Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.32%
3 Months+1.15%
6 Months+2.41%
1 Year+4.68%
3 Years (CAGR)+5.73%
5 Years (CAGR)+5.05%
10 Years (CAGR)
Since Launch+4.94%

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 →

Returns18
Consistency66
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 0.5%
  • Volatility: 0% annualised
  • Max drawdown: -0%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +5.7%
  • 3Y CAGR vs category: -1.2% vs category avg
  • Beat category: beat category in 0% of windows
  • Sharpe ratio: -16.36

Risk metrics

Sharpe ratio
16.36
Sortino ratio
42.92
Volatility
0.15%
Max drawdown
-0.02%
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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