InvestorQ : How did liquid funds fare in the last few years and how do they rank?
rhea Babu made post

How did liquid funds fare in the last few years and how do they rank?

Answer
user profile image
8 months ago


Liquid funds tend to be homogenous across time frames and also largely across funds. However, there could be marginal differences.

Scheme Name

Benchmark

Return 7 Days (%) Regular

Return 7 Days (%) Direct

Return 7 Days (%) Benchmark

Return 15 Days (%) Regular

Return 15 Days (%) Direct

Return 15 Days (%) Benchmark

Return 1 Month (%) Regular

Return 1 Month (%) Direct

Return 1 Month (%) Benchmark

Return 3 Month (%) Regular

Return 3 Month (%) Direct

Return 3 Month (%) Benchmark

Aditya Birla Sun Life Liquid Fund

CRISIL Liquid Fund Index

5.20

5.29

5.66

5.13

5.22

5.67

5.18

5.27

5.57

5.42

5.51

5.82

Axis Liquid

NIFTY Liquid Fund Total Return Index

5.25

5.30

5.17

5.17

5.22

5.14

5.15

5.21

5.26

5.48

5.53

5.49

Baroda Liquid

CRISIL Liquid Fund Index

5.16

5.26

5.66

5.09

5.19

5.67

5.21

5.31

5.57

5.52

5.62

5.82

BNP Paribas Liquid Fund

CRISIL Liquid Fund Index

5.22

5.35

5.66

5.19

5.32

5.67

5.20

5.33

5.57

5.55

5.68

5.82

BOI AXA Liquid

CRISIL Liquid Fund Index

4.94

5.02

5.66

5.03

5.12

5.67

4.99

5.07

5.57

5.24

5.33

5.82

Canara Robeco Liquid Ret

CRISIL Liquid Fund Index

4.91

4.93

5.66

4.88

4.90

5.67

4.95

4.97

5.57

5.17

5.20

5.82

DSP Liquidity

CRISIL Liquid Fund Index

4.98

5.08

5.66

4.89

4.99

5.67

4.91

5.01

5.57

5.25

5.35

5.82

Edelweiss Liquid

NIFTY Liquid Fund Total Return Index

5.04

5.30

5.17

4.94

5.20

5.14

5.15

5.42

5.26

5.47

5.73

5.49

Essel Liquid

CRISIL Liquid Fund Index

4.81

4.86

5.66

4.61

4.66

5.67

4.60

4.65

5.57

4.76

4.82

5.82

Franklin India Liquid Fund

CRISIL Liquid Fund Index

5.35

5.42

5.66

5.37

5.43

5.67

5.47

5.54

5.57

5.84

5.91

5.82

HDFC Liquid

CRISIL Liquid Fund Index

5.04

5.14

5.66

4.94

5.04

5.67

4.95

5.05

5.57

5.29

5.39

5.82

HSBC Cash Reg

CRISIL Liquid Fund Index

5.16

5.26

5.66

5.14

5.24

5.67

5.20

5.30

5.57

5.52

5.62

5.82

ICICI Prudential Liquid Fund

CRISIL Liquid Fund Index

5.15

5.22

5.66

5.10

5.17

5.67

5.12

5.19

5.57

5.42

5.49

5.82

IDBI Liquid

CRISIL Liquid Fund Index

5.11

5.15

5.66

5.03

5.07

5.67

5.16

5.20

5.57

5.64

5.69

5.82

IDFC Cash

CRISIL Liquid Fund Index

5.03

5.08

5.66

4.93

4.99

5.67

4.88

4.93

5.57

5.17

5.22

5.82

IIFL Liquid

CRISIL Liquid Fund Index

4.49

4.54

5.66

4.56

4.61

5.67

4.60

4.65

5.57

4.84

4.89

5.82

Indiabulls Liquid#

CRISIL Liquid Fund Index

5.27

5.37

5.66

5.15

5.24

5.67

5.12

5.22

5.57

5.39

5.49

5.82

Invesco India Liquid

CRISIL Liquid Fund Index

5.06

5.13

5.66

4.94

5.01

5.67

4.97

5.04

5.57

5.31

5.38

5.82

ITI Liquid Fund

CRISIL Liquid Fund Index

4.50

4.61

5.66

4.49

4.60

5.67

4.50

4.61

5.57

4.69

4.81

5.82

JM Liquid Fund

CRISIL Liquid Fund Index

5.02

5.11

5.66

4.95

5.03

5.67

5.08

5.16

5.57

5.31

5.39

5.82

Kotak Liquid

NIFTY Liquid Fund Total Return Index

5.15

5.20

5.17

5.04

5.09

5.14

5.05

5.10

5.26

5.36

5.41

5.49

LIC MF Liquid

CRISIL Liquid Fund Index

5.06

5.20

5.66

4.97

5.11

5.67

5.14

5.21

5.57

5.41

5.53

5.82

L&T Liquid

NIFTY Liquid Fund Total Return Index

5.12

5.17

5.17

5.11

5.16

5.14

5.18

5.23

5.26

5.44

5.49

5.49

Mahindra Liquid Fund

CRISIL Liquid Fund Index

5.24

5.35

5.66

5.19

5.30

5.67

5.31

5.42

5.57

5.63

5.74

5.82

Mirae Asset Cash Management

CRISIL Liquid Fund Index

5.18

5.27

5.66

5.10

5.19

5.67

5.12

5.21

5.57

5.39

5.49

5.82

Motilal Oswal Liquid Fund

CRISIL Liquid Fund Index

4.30

4.44

5.66

4.29

4.45

5.67

4.39

4.55

5.57

4.68

4.83

5.82

Nippon India Liquid Fund

CRISIL Liquid Fund Index

5.16

5.24

5.66

5.08

5.16

5.67

5.07

5.15

5.57

5.51

5.59

5.82

Parag Parikh Liquid Fund

CRISIL Liquid Fund Index

4.80

4.90

5.66

4.72

4.82

5.67

4.72

4.82

5.57

4.94

5.04

5.82

PGIM India Insta Cash Fund#

CRISIL Liquid Fund Index

5.27

5.47

5.66

5.11

5.31

5.67

5.14

5.34

5.57

5.50

5.65

5.82

Principal Cash Mgmt

CRISIL Liquid Fund Index

5.07

5.12

5.66

4.87

4.92

5.67

4.94

4.98

5.57

5.29

5.29

5.82

Quant Liquid Plan

CRISIL Liquid Fund Index

5.46

5.83

5.66

5.77

6.13

5.67

6.00

6.35

5.57

6.20

6.55

5.82

Quantum Liquid

CRISIL Liquid Fund Index

4.82

4.89

5.66

4.72

4.79

5.67

4.72

4.78

5.57

4.98

5.04

5.82

SBI Liquid Fund

CRISIL Liquid Fund Index

5.08

5.15

5.66

5.03

5.10

5.67

5.11

5.18

5.57

5.37

5.45

5.82

Sundaram Money

CRISIL Liquid Fund Index

5.23

5.31

5.66

5.11

5.19

5.67

5.21

5.29

5.57

5.43

5.51

5.82

Tata Liquid Fund#

CRISIL Liquid Fund Index

5.24

5.35

5.66

5.12

5.23

5.67

5.11

5.23

5.57

5.41

5.54

5.82

Taurus Liquid#

CRISIL Liquid Fund Index

4.27

4.31

5.66

4.31

4.35

5.67

4.29

4.33

5.57

4.38

4.42

5.82

Union Liquid

CRISIL Liquid Fund Index

5.14

5.24

5.66

5.05

5.15

5.67

5.12

5.22

5.57

5.28

5.38

5.82

UTI Liquid Cash

CRISIL Liquid Fund Index

5.14

5.20

5.66

5.05

5.11

5.67

5.07

5.13

5.57

5.43

5.49

5.82

YES Liquid Fund

CRISIL Liquid Fund Index

5.11

5.19

5.66

5.07

5.15

5.67

5.14

5.20

5.57

5.47

5.54

5.82

The table above is largely self explicit and shows how returns have been large homogenous over a period of time.