- Mutual Funds
- JM Mutual Fund
- JM Liquid Fund Super Institutional (Growth)
Formerly JM High Liquidity Sup Instl Gr
Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 37.8644
NAV (May 7)
Fund Returns
Last 1Y | 7.2% |
Last 3Y | 5.5% |
Last 5Y | 5.1% |
Last 10Y | 6.4% |
Since Inception | 6.9% |
6 Month CAGR | 3.6% |
Scheme Information
To provide income by way of dividend (dividend plans) and capital gains (growth plan) through investing in Debt and money market securities with maturity of upto 91 days only. Investors are required to read all the scheme related information carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.
Expense Ratio | 0.26 |
Launched (20y ago) | May 19, 2004 |
AUM in Crores | 2301.425 |
ISIN | INF192K01981 |
Lock-in | No Lock-in |
Benchmark | CRISIL Liquid Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.5 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0.78 |
Sharpe Ratio (3yr) | -0.59 |
Sharpe Ratio (5yr) | -0.719 |
YTM | 7.5 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Liquid Fund Super Institutional (Growth) | 8,27,973 | 95,361 | 5.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
treps-triparty repo
17.9%union bank of india
4.3%small industries development bank of india
4.3%bajaj finance limited
4.3%india (republic of)
3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,922 cr | ||
₹ 10,314 cr | ||
₹ 48,877 cr | ||
₹ 14,469 cr | ||
₹ 14,796 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.7% | 15.2% | ||
28.7% | 15% | ||
28.7% | 15% | ||
28.5% | 17% | ||
22.4% | 9.4% |
JM Liquid Fund Super Institutional (G) Review
JM Liquid Fund Super Institutional (G) is a Liquid Debt fund and has delivered an annualised return of 6.9% over a period of 19 years. The fund was previously known as JM High Liquidity Sup Instl Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Gurvinder Wasan, Naghma Khoja, Ruchi Fozdar.
Nav of JM Liquid Fund Super Institutional (G) as of 5/7/2024 is ₹37.86 with the total AUM as of 5/8/2024 is ₹2301.425. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Liquid Fund Super Institutional (G) was launched on May 19, 2004. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for JM Liquid Fund Super Institutional (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000. Check your estimated returns on mutual funds by using sip calculator.
JM Liquid Fund Super Institutional (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Liquid Debt TR INR.
JM Liquid Fund Super Institutional (G) is rated as a 2 fund in Debt and delivered 7.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Liquid Fund Super Institutional (G).
Frequently Asked Questions
What is JM Liquid Fund Super Institutional (G)?
How to invest in JM Liquid Fund Super Institutional (G)?
You can invest in JM Liquid Fund Super Institutional (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM Liquid Fund Super Institutional (G)?
The minimum sip amount for JM Liquid Fund Super Institutional (G) is ₹0. You can invest in multiples of ₹1000.
Is JM Liquid Fund Super Institutional (G) good to invest in?
As per Scripbox experts, JM Liquid Fund Super Institutional (G) is a Neutral fund. You can investJM Liquid Fund Super Institutional (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the JM Liquid Fund Super Institutional (G)?
The expense ratio of the JM Liquid Fund Super Institutional (G) is 0.26% for regular plan.