• Mutual Funds
  • JM Mutual Fund
  • JM Liquid Fund Super Institutional (Growth)

Formerly JM High Liquidity Sup Instl Gr

JM Mutual Fund

JM Liquid Fund Super Institutional (Growth)

DebtLiquid

37.3749

NAV (Mar 03)

5.3%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in liquid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

Invest in this fund
Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

37.3749

NAV (Mar 3)

Fund Returns

Last 1Y
7.1%
Last 3Y
5.3%
Last 5Y
5.1%
Last 10Y
6.5%
Since Inception
6.9%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

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
1644.007
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)
0.89
Beta (5yr)
0.8
Sharpe Ratio (3yr)
-1.222
Sharpe Ratio (5yr)
-0.502
YTM
7.37
Fund Managers

Shalini Tibrewala

Fund Manager

Naghma Khoja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Liquid Fund Super Institutional (Growth)70%8,27,973 95,3615.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-03-03

Top Debt Holdings

punjab national bank

4.6%
4.6%

treps-triparty repo

4.3%
4.3%

kotak mahindra prime limited

3.3%
3.3%

182 Days Treasury Bill 07-03-2023

3.2%
3.2%

union bank of india

3%
3%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 5,762 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.amc-img
022-61987704
investor@jmfl.com
Fund NameScripbox Opinion
Till Date CAGR

26.8%

15%

27.7%

17%

22.5%

12.7%

22.5%

11.5%

22.5%

12.7%

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 Naghma Khoja, Shalini Tibrewala.

Nav of JM Liquid Fund Super Institutional (G) as of 3/3/2024 is ₹37.37 with the total AUM as of 3/3/2024 is ₹1644.007. 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 1 fund in Debt and delivered 7.1% 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)?

JM Liquid Fund Super Institutional (G) is a Liquid Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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 Not Recommended 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.