Tata Liquid Fund vs Axis Liquid Fund compare

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tortoise-icon Tata Liquid Fund -Regular Plan - Growth Option

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tortoise-icon Axis Liquid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Fund Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹20890 Cr ₹26699 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 05 Sep 2004 05 Oct 2009
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund AI Index NIFTY Liquid Index B-I
Turn Over 24% 10%
Expense Ratio 0.32 0.34
Manager Amit Somani Devang Shah
ISIN Code INF277K01YD8 INF846K01412
Exits Load Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days./365 Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days./365

Trailing Lumpsum Returns

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
1 Month 0.6% 0.6%
6 Month 3.57% 3.59%
1 Year 7.37% 7.43%
3 Year 6.21% 6.29%
5 Year 5.26% 5.32%

SIP Return Analysis

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.17% 7.23%
3 Year 6.84% 6.92%
5 Year 5.92% 5.99%

Rolling Lumpsum Returns

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
1 Year 7.22% 7.3%
3 Year 7.2% 7.26%
5 Year 7.48% 7.3%

Risk Management

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Standard Deviation 0.48% 0.49%
Sharp 0.21% 0.4%
Beta 0.98% 0.98%
Alpha 2.07% 2.15%

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Fund Managers

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Name Amit Somani Devang Shah
Total AUM ₹43127 Cr ₹60014 Cr
Fund Manage 7 15
Tata Liquid Fund -Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Liquid Fund -Regular Plan - Growth Option

Axis Liquid Fund - Regular Plan - Growth Option

Others 100 99.99

Sector Allocation

Scheme Name

Tata Liquid Fund -Regular Plan - Growth Option

Axis Liquid Fund - Regular Plan - Growth Option

Others 1.38 0.48
Sovereign 4.38 -
Financial 83.36 90.53
Communication 2.85 0.19
Capital Goods 0.47 0.27
Services 5.21 3.18
Energy 2.35 0.54
Materials - 0.72
Construction - 1.5
Consumer Staples - 2.03
Diversified - 0.55

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