Tata Liquid Fund vs UTI Liquid Fund compare
Tata Liquid Fund -Regular Plan - Growth Option
UTI Liquid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹21673 Cr | ₹24570 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹2500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 01 Sep 2004 | 10 Dec 2003 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Liquid Fund AI Index | CRISIL Liquid Fund AI Index |
| Turn Over | 24% | 23% |
| Expense Ratio | 0.32 | 0.24 |
| Manager | Amit Somani | Amit Sharma |
| ISIN Code | INF277K01YD8 | INF789F01PH1 |
| Exits Load | Tata Liquid Fund -Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 | UTI Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.46% | 0.46% |
| 6 Month | 2.89% | 2.89% |
| 1 Year | 6.54% | 6.54% |
| 3 Year | 6.93% | 6.96% |
| 5 Year | 5.72% | 5.77% |
SIP Return Analysis
| Scheme Name | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.4% |
| 1 Year | 6.05% | 6.06% |
| 3 Year | 6.78% | 6.79% |
| 5 Year | 6.47% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 7.29% |
| 3 Year | 7.12% | 7.14% |
| 5 Year | 7.38% | 7.36% |
Risk Management
| Scheme Name | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.48% | 0.48% |
| Sharp | 0.21% | 0.32% |
| Beta | 0.98% | 0.97% |
| Alpha | 2.07% | 2.11% |
Fund Managers
| Scheme Name | Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Somani | Amit Sharma |
| Total AUM | ₹43127 Cr | ₹53350 Cr |
| Funds Managed | 7 | 5 |
| Tata Liquid Fund -Regular Plan - Growth Option | UTI Liquid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Liquid Fund -Regular Plan - Growth Option |
UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Liquid Fund -Regular Plan - Growth Option |
UTI Liquid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
DSP Bond Fund - Growth
3Y Returns7.43%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.77%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%
Kotak Debt Hybrid - Growth
3Y Returns9.83%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.39%
Franklin India Retirement Fund - Growth
3Y Returns9.85%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%