Tata Liquid Fund(G)-Direct Plan

Liquid
1 Finance Score:74 /100
1 Finance Rank

This fund ranks 19th out of 36 funds in its category.

19
AUM 19,074 Cr
Expense Ratio0.21%

Strengths and Weaknesses

thub-dislike

There is possibility for lower returns as the fund maintains a low Yield to Maturity (YTM)

thub-dislike

The fund holds low quality bonds and securities, along with a concentrated portfolio.

thub-dislike

Exhibits a relatively high level of volatility, indicated by its elevated standard deviation.

thub-dislike

High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.

Who should invest? 

Those who need to access their cash quickly and want to park their money for a short period of time. Its ideal investment to create emergency funds Those who wants to invest in equity funds through STP (Systematic Transfer Plan) should invest in this fund

Who should avoid? 

Long term investors and high risk takers can avoid this scheme

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

Featured List

Optimise your portfolio with mutual fund advisory!

Talk to a financial advisor

Optimise your portfolio with mutual fund advisory!

Talk to a financial advisor

Did you know?

Liquid funds serve as an ideal option for parking emergency funds.
Debt funds, being less volatile and posing lower risk than equity funds, prove to be an attractive choice for risk-averse investors.
It's essential to recognise that debt funds do carry certain risks, such as interest rate fluctuations, default possibilities, and vulnerability to inflation.
Achieving optimal returns from debt funds involves aligning the investment horizon with the appropriate scheme.