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: 723.54 As on (28-11-2025)

Expense Ratio: 0.25% As on (28-11-2025)

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 28-12-2025

1304.4264

0.4051

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 6.41 6.83 - - 5.84
Benchmark - - - - -
Debt: Liquid 6.43 6.83 5.66 6.01 6.08

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 6.41 6.77 6.83 0.0 0.0
ABSL Liquid Discipline Advtg 22-06-2009 6.96 7.24 7.26 5.93 6.27
Bank of India Liquid Reg Gr 16-07-2008 6.61 7.0 7.01 5.83 6.14
Axis Liquid Reg Gr 05-10-2009 6.6 6.96 6.99 5.81 6.17
Groww Liquid Gr 25-10-2011 6.59 6.95 6.88 5.66 6.05
Edelweiss Liquid Reg Gr 20-09-2007 6.59 6.94 6.91 5.7 6.01
Edelweiss Liquid Ret Gr 21-09-2007 6.59 6.93 6.91 5.7 5.99
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.57 6.92 6.96 5.78 6.14
Invesco India Liquid Gr 17-11-2006 6.56 6.94 6.95 5.77 6.11
ABSL Liquid Retail Gr 16-06-1997 6.56 6.93 6.97 5.78 6.16

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 5.85 0.15
Debt: Liquid - - - - - -