Question 1

Which funds are similar to Tata Liquid Fund Direct-Growth?

Accepted Answer

Funds similar to Tata Liquid Fund Direct-Growth in the Debt: Liquid category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Tata Liquid Fund Direct-Growth compare to the category average?

Accepted Answer

The comparison of Tata Liquid Fund Direct-Growth against the Debt: Liquid category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Tata Liquid Fund Direct-Growth in its category?

Accepted Answer

The rank of Tata Liquid Fund Direct-Growth within the Debt: Liquid category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Tata Liquid Fund Direct-Growth?

Accepted Answer

Top alternatives to Tata Liquid Fund Direct-Growth in the Debt: Liquid category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — CRISIL Liquid Debt A-I Index — are also listed separately.

Question 5

How does Tata Liquid Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Tata Liquid Fund Direct-Growth is 0.23%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Tata Liquid Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Tata Liquid Fund Direct-Growth has an AUM of ₹ 0.22 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Debt: Liquid category?

Accepted Answer

The top-performing funds by 3-year returns in the Debt: Liquid category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Tata Liquid Fund Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Tata Liquid Fund Direct-Growth beats index funds in the Debt: Liquid category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Tata Liquid Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Tata Liquid Fund Direct-Growth has a Sharpe ratio of 5.09. A Sharpe of 5.09 means the fund generates strong returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking CRISIL Liquid Debt A-I Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as Tata Liquid Fund Direct-Growth — CRISIL Liquid Debt A-I Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+6.35%	6.26%	11 / 39
3Y Return	+7.00%	6.92%	10 / 36
5Y Return	+6.23%	6.18%	14 / 35
10Y Return	+6.15%	6.09%	10 / 30

Tata Liquid Fund Direct-Growth

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