Tata Liquid Fund vs UTI Liquid Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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

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 Moderate Low to Moderate
Asset Size (Cr) ₹23832 Cr ₹28665 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 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges./365 UTI Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 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 0.64% 0.64%
6 Month 3.61% 3.61%
1 Year 7.44% 7.46%
3 Year 6.29% 6.34%
5 Year 5.29% 5.3%

SIP Return Analysis

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.13% 7.14%
3 Year 6.9% 6.94%
5 Year 5.99% 6.04%

Rolling Lumpsum Returns

Scheme Name Tata Liquid Fund -Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option
1 Year 7.22% 7.32%
3 Year 7.2% 7.24%
5 Year 7.48% 7.52%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

Tata Liquid Fund -Regular Plan - Growth Option

UTI Liquid Fund - Regular Plan - Growth Option

Others 100 -1.89
Sovereign - 7.84
Financial - 78.85
Construction - 2.3
Services - 6.93
Communication - 3.41
Materials - 0.42
Chemicals - 0.42
Energy - 0.15
Consumer Staples - 1.58

Top Comparisons

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.56%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns15.02%

Compare Now

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns26.16%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns35.41%

Compare Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.75%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns20.08%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.56%

VS

LIC MF ELSS Regular Plan-Growth LIC MF ELSS Regular Plan-Growth

3Y Returns15.63%

Compare Now
Request call back
Add to Cart Successfully