Tata Liquid Fund vs HSBC Liquid Fund compare

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

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tortoise-icon HSBC Liquid Fund - Regular Growth

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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 HSBC Liquid Fund - Regular Growth
Fund Tata Liquid Fund -Regular Plan - Growth Option HSBC Liquid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹20890 Cr ₹15159 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Sep 2004 01 Jun 2004
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund AI Index CRISIL Liquid Fund AI Index
Turn Over 24% 28%
Expense Ratio 0.32 0.22
Manager Amit Somani Shriram Ramanathan
ISIN Code INF277K01YD8 INF336L01BN7
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 HSBC Liquid Fund - Regular Growth
1 Month 0.6% 0.6%
6 Month 3.57% 3.59%
1 Year 7.37% 7.4%
3 Year 6.21% 6.25%
5 Year 5.26% 5.24%

SIP Return Analysis

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option HSBC Liquid Fund - Regular Growth
6 Month - -
1 Year 7.17% 7.21%
3 Year 6.84% 6.88%
5 Year 5.92% 5.95%

Rolling Lumpsum Returns

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option HSBC Liquid Fund - Regular Growth
1 Year 7.22% 6.95%
3 Year 7.2% 6.91%
5 Year 7.48% 6.7%

Risk Management

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option HSBC Liquid Fund - Regular Growth
Standard Deviation 0.48% 0.48%
Sharp 0.21% 0.3%
Beta 0.98% 0.96%
Alpha 2.07% 2.07%

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Fund Managers

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option HSBC Liquid Fund - Regular Growth
Name Amit Somani Shriram Ramanathan
Total AUM ₹43127 Cr ₹32638 Cr
Fund Manage 7 11
Tata Liquid Fund -Regular Plan - Growth Option HSBC Liquid Fund - Regular Growth

Market Cap

Scheme Name

Tata Liquid Fund -Regular Plan - Growth Option

HSBC Liquid Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Liquid Fund -Regular Plan - Growth Option

HSBC Liquid Fund - Regular Growth

Others 1.38 3.3
Sovereign 4.38 -
Financial 83.36 83.51
Communication 2.85 3.44
Capital Goods 0.47 0.98
Services 5.21 5.25
Energy 2.35 1.46
Construction - 0.53
Materials - 0.8
Diversified - 0.73

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