Should I invest in Tata Liquid Super High Investment Plan - Weekly?

We don't give personal investment advice. Tata Liquid Super High Investment Plan - Weekly is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.2%. 5-year CAGR: -0.01%.

Tata

Tata Liquid Super High Investment Plan - Weekly

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.02%	-3.56%	+3.57	18 / 84	Q1
1W	+0.00%	-3.52%	+3.52	41 / 84	Q2
2W	0.00%	-3.50%	+3.50	65 / 84	Q4
1M	+0.03%	-6.74%	+6.78	41 / 87	Q2
3M	0.00%	-6.22%	+6.22	67 / 86	Q4
6M	+0.00%	-6.43%	+6.43	38 / 84	Q2
YTD	-0.04%	-6.15%	+6.11	66 / 85	Q4
1Y	+0.02%	-5.38%	+5.40	40 / 84	Q2
2Y	+0.02%	-6.52%	+6.54	46 / 86	Q3
3Y	+0.02%	-6.38%	+6.40	46 / 85	Q3
4Y	-0.03%	-7.58%	+7.55	55 / 74	Q3
5Y	-0.01%	-4.41%	+4.40	50 / 61	Q4
7Y	-1.97%	+0.51%	-2.48	49 / 50	Q4
10Y	-1.38%	+0.08%	-1.46	46 / 47	Q4
Inception	-1.13%	-6.05%	+4.92	81 / 88	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2017 YTD	-0.04%	+2.08%	-2.12	35 / 40
2016	+0.00%	+2.54%	-2.54	29 / 49
2015	+0.00%	+2.88%	-2.88	33 / 50
2014	0.00%	+2.21%	-2.22	43 / 50
2013	+0.00%	+2.22%	-2.22	44 / 51
2012	+0.07%	+2.94%	-2.87	36 / 58
2011	-13.06%	-4.13%	-8.94	62 / 67
2010	+0.03%	-2.87%	+2.90	40 / 68
2009	-0.02%	-0.61%	+0.59	51 / 63
2008	+0.02%	+2.48%	-2.45	37 / 54
2007	+0.14%	+2.06%	-1.92	20 / 45

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+0.35%

125 windows

min -13.2% · max 172.1%

72% positive

3-Year rolling

-1.52%

101 windows

min -4.6% · max 0.3%

40% positive

5-Year rolling

-2.10%

76 windows

min -2.8% · max 0.0%

16% positive

7-Year rolling

-1.97%

56 windows

min -2.0% · max -1.9%

0% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.23%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.21%

Apr 2016 → Apr 2016

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
27 Oct 2017	₹1,001.1959
26 Oct 2017	₹1,001.0222
25 Oct 2017	₹1,000.8457
24 Oct 2017	₹1,000.6798
23 Oct 2017	₹1,001.6845
22 Oct 2017	₹1,001.5205
21 Oct 2017	₹1,001.3524
20 Oct 2017	₹1,001.1844
19 Oct 2017	₹1,001.0164
18 Oct 2017	₹1,000.8486

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Tata Liquid Super High Investment Plan - Weekly is a Liquid from Tata (Unknown plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Tata Liquid Super High Investment Plan - Weekly has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Tata Liquid Super High Investment Plan - Weekly is managed by Tata. It's classified by AMFI under the 'Liquid' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Liquid Super High Investment Plan - Weekly has delivered a absolute return of 0.02% — +5.4 pp ahead of the Liquid category average of -5.38%. The fund ranks #40 of 84 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Tata Liquid Super High Investment Plan - Weekly has delivered a CAGR of 0.02% — +6.4 pp ahead of the Liquid category average of -6.38%. The fund ranks #46 of 85 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Tata Liquid Super High Investment Plan - Weekly has delivered a CAGR of -0.01% — +4.4 pp ahead of the Liquid category average of -4.41%. The fund ranks #50 of 61 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Tata Liquid Super High Investment Plan - Weekly exactly 10 years ago would be worth approximately ₹87,023 today — a multiplier of 0.87×, based on the 10-year CAGR of -1.38%. The category average over the same window would have grown ₹1 lakh to ₹100,791.

A ₹10,000 monthly SIP in Tata Liquid Super High Investment Plan - Weekly over the last 5 years — total invested ₹600,000 — would be worth ₹599,935 today. That's an XIRR (money-weighted annualised return) of -0.00%.

A ₹10,000 monthly SIP for 10 years in Tata Liquid Super High Investment Plan - Weekly = ₹1,190,000 invested. It would currently be worth ₹1,152,485 (multiplier 0.97×). XIRR: -0.64%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Liquid Super High Investment Plan - Weekly ranks #50 out of 61 funds in the Liquid category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is -4.41%; this fund delivered -0.01%.

The worst peak-to-trough decline Tata Liquid Super High Investment Plan - Weekly has experienced over the last 5-year window is 0.24% — its NAV fell from a high on 01 Apr 2013 to a low on 16 Jul 2013. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Liquid Super High Investment Plan - Weekly averaged -2.10% (best 0.03%, worst -2.78%). 16% of rolling windows ended positive.

In calendar year 2016, Tata Liquid Super High Investment Plan - Weekly returned 0.00% — lagging the Liquid category average of 2.54% by 2.54 pp. It ranked #29 of 49 in its category that year.

Tata Liquid Super High Investment Plan - Weekly is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Tata Liquid Super High Investment Plan - Weekly is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.2%. 5-year CAGR: -0.01%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.