TRUSTMF Liquid Fund-Regular Plan-Growth

Fund House: Trust Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 22-04-2021

Minimum Investment: 1000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: CRISIL Liquid Debt A-I Index

Total Assets: 616.1 As on (31-12-2025)

Expense Ratio: 0.25% As on (31-12-2025)

Turn over: 81.00% | Exit Load: If redeemed before 1 Day - Exit Load is 0.007%; 2 Days - Exit Load is 0.0065%; 3 Days - Exit Load is 0.006%; 4 Days - Exit Load is 0.0055%; 5 Days - Exit Load is 0.005%; 6 Days - Exit Load is 0.0045%; 7 Days - Exit Load is Nil

NAV as on 31-01-2026

1310.9833

0.2264

CAGR Since Inception

5.83%

CRISIL Liquid Debt A-I Index 5.51%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
TRUSTMF Liquid Fund-Regular Plan-Growth 6.22 6.8 - - 5.83
Benchmark - - - - -
Debt: Liquid 6.24 6.8 5.71 5.99 6.12

Funds Manager

Mr. Jalpan Shah & Mr. Neeraj Jain

RETURNS CALCULATORS for TRUSTMF Liquid Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of TRUSTMF Liquid Fund-Regular Plan-Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of TRUSTMF Liquid Fund-Regular Plan-Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
TRUSTMF Liquid Fund Reg Gr 22-04-2021 6.22 6.69 6.8 0.0 0.0
ABSL Liquid Discipline Advtg 22-06-2009 6.83 7.19 7.25 5.99 6.26
Bank of India Liquid Reg Gr 16-07-2008 6.42 6.9 6.98 5.88 6.12
Axis Liquid Reg Gr 05-10-2009 6.4 6.88 6.96 5.86 6.15
Union Liquid Gr 15-06-2011 6.39 6.84 6.94 5.84 5.69
Groww Liquid Gr 25-10-2011 6.38 6.85 6.85 5.69 6.03
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.38 6.84 6.93 5.83 6.12
Edelweiss Liquid Reg Gr 20-09-2007 6.38 6.85 6.88 5.75 5.99
Edelweiss Liquid Ret Gr 21-09-2007 6.38 6.85 6.88 5.75 5.98
Canara Robeco Liquid Reg Gr 05-07-2008 6.38 6.84 6.93 5.83 6.01

Asset Allocation (%)

Key Performance and Risk Statistics of TRUSTMF Liquid Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
TRUSTMF Liquid Fund-Regular Plan-Growth 0.48 - - - 5.99 0.15
Debt: Liquid - - - - - -