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NAVs as of 20 Aug 2026

The Wealth Company Liquid FundRegular · IDCWFranklin India Liquid Fund - Regular Plan - UnclaimedRegular · IDCWUTI - Liquid FundRegular · IDCWUTI - Liquid FundRegular · IDCW4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 16 Oct 202520 Aug 2026, limited by The Wealth Company Liquid Fund. Every series is rebased to ₹100 at the start of this window.

View as table
Growth of ₹100, sampled across the common period
DateThe Wealth Company Liquid FundFranklin India Liquid Fund - Regular Plan - UnclaimedUTI - Liquid FundUTI - Liquid Fund
16 Oct 2025₹100.00₹100.00₹100.00₹100.00
11 Nov 2025₹100.12₹100.41₹100.40₹100.40
06 Dec 2025₹100.17₹100.80₹100.79₹100.79
01 Jan 2026₹100.18₹101.25₹101.23₹101.23
27 Jan 2026₹100.10₹101.63₹101.60₹101.60
21 Feb 2026₹100.16₹102.07₹102.04₹102.04
19 Mar 2026₹100.16₹102.48₹102.46₹102.46
14 Apr 2026₹100.11₹103.15₹103.16₹103.15
09 May 2026₹100.18₹103.50₹103.51₹103.50
04 Jun 2026₹100.15₹103.98₹103.97₹103.95
30 Jun 2026₹100.16₹104.60₹104.57₹104.54
25 Jul 2026₹100.16₹105.02₹105.00₹104.96
20 Aug 2026₹100.13₹105.53₹105.48₹105.43
The Wealth Company Liquid Fund, Franklin India Liquid Fund - Regular Plan - Unclaimed, UTI - Liquid Fund, UTI - Liquid Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Liquid Fund median.
Metric
The Wealth Company · Regular · IDCW
NAV ₹1,002.36
Low risk
Unrated
Franklin Templeton · Regular · IDCW
NAV ₹17.95
Low risk
★★★★★
UTI · Regular · IDCW
NAV ₹141.06
Low risk
★★★★★
UTI · Regular · IDCW
NAV ₹202.50
Low risk
★★★★★
Category median
Liquid Fund · 138 funds
+6.48%+6.41%+6.36%+0.01%
+7.00%+6.90%+6.88%+0.00%
+6.31%+6.24%+6.22%+0.01%
+6.06%+6.06%+0.00%
+0.13%+6.06%+4.35%+6.33%Best in row+0.03%
0.00%+6.80%+6.71%+6.69%
+5.78%+5.01%+6.02%Best in row+0.01%
+5.51%+4.77%+5.73%Best in row+0.01%
+6.17%+0.01%
Risk
0.77%0.19%0.16%0.16%0.73%
-0.24%-0.16%-4.38%-0.25%-0.42%
0.27%0.20%Best in row0.28%0.28%0.24%
₹547.93Cr₹4,069Cr₹31,753Cr₹31,753Cr₹6,676Cr
Up to 0.01%Up to 0.01%Up to 0.01%
₹250₹500₹100₹100
₹1.00K₹10.00K₹100₹100
Umesh SharmaPallab Roy · 18.2yAmit SharmaAmit Sharma
16 Oct 202506 Sep 201626 Jul 201820 Feb 2015
1.7%-29.6%-2.3%-2.3%
11 rows carry the same value for every fund — show
Sharpe
Sortino
Benchmark
Alpha
Beta
Upside capture
Downside capture
Lock-in
None
Portfolio turnover
Holdings
Top 10 weight

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.