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: 691.08 As on (31-10-2025)

Expense Ratio: 0.25% As on (31-10-2025)

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

NAV as on 01-12-2025

1299.0824

0.1273

CAGR Since Inception

5.84%

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 6.46 6.85 - - 5.84
Benchmark - - - - -
Debt: Liquid 6.47 6.85 5.61 6.03 6.32

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 6.46 6.83 6.85 0.0 0.0
ABSL Liquid Discipline Advtg 22-06-2009 7.03 7.3 7.29 5.9 6.29
Bank of India Liquid Reg Gr 16-07-2008 6.65 7.04 7.03 5.78 6.15
Axis Liquid Reg Gr 05-10-2009 6.64 7.01 7.01 5.76 6.19
Groww Liquid Gr 25-10-2011 6.63 7.0 6.89 5.61 6.07
Edelweiss Liquid Ret Gr 21-09-2007 6.62 6.98 6.92 5.66 6.0
Edelweiss Liquid Reg Gr 20-09-2007 6.62 6.98 6.92 5.66 6.01
Canara Robeco Liquid Reg Gr 05-07-2008 6.62 6.99 7.0 5.74 6.04
PGIM India Liquid Fund Gr 05-09-2007 6.62 6.96 6.96 5.72 6.17
ABSL Liquid Retail Gr 16-06-1997 6.6 6.98 6.99 5.73 6.18

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 0.1 1.97 0.96 5.92 0.13
Debt: Liquid - - - - - -