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DebtLiquid FundDirect · Growth

THE WEALTH COMPANY LIQUID FUND DIRECT WEEKLY

The Wealth Company · Scheme 153889

1,002.22 0.02%NAV · 2026-08-05
68
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Low
Min SIP
Benchmark
CRISIL Liquid Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.14%
3 Months+0.01%
6 Months-0.01%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+0.15%

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 →

Returns50
Consistency50
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 1% annualised
  • Max drawdown: -0%
  • Direct plan: no distributor commission

What to watch

  • Sharpe ratio: -8.03
  • Sortino ratio: -12.04

Risk metrics

Sharpe ratio
8.03
Sortino ratio
12.04
Volatility
0.79%
Max drawdown
-0.24%
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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