- Mutual Funds
- SBI Mutual Fund
- SBI Liquid Fund Institutional (Growth)
Formerly SBI Premier Liquid 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
₹ 3486.1063
NAV (Jan 25)
Fund Returns
Last 1Y | 5% |
Last 3Y | 4.1% |
Last 5Y | 5.2% |
Last 10Y | 6.6% |
Since Inception | 6.7% |
6 Month CAGR | 3% |
Scheme Information
To provide the investors an opportunity to invest in the entire range of debt and money market securities with residual maturity upto 91 days only
Expense Ratio | 0.28 |
Launched (20y ago) | Nov 24, 2003 |
AUM in Crores | 79256.764 |
ISIN | INF200K01LU1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Liquid Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.3 |
Standard Deviation (5yr) | 0.5 |
Beta (3yr) | 1.21 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | -1.535 |
Sharpe Ratio (5yr) | 0.589 |
YTM | 6.57 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Liquid Fund Institutional (Growth) | 830,002 | 97,390 | 5.2% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
14.3%7.10% govt stock 2029
5.5%91 Days Treasury Bill 09-03-2023
3.9%axis bank limited
3.8%7.10% govt stock 2029
3.7%Compare SBI Liquid Fund Institutional (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 52,076 cr | ||
₹ 15,112 cr | ||
₹ 16,307 cr | ||
₹ 13,853 cr | ||
₹ 52,076 cr |
About the AMC
SBI Funds Management Ltd
SBI Funds Management Ltd manages assets worth 489,815 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.3% | 18.4% | ||
6.3% | 6.8% | ||
3.7% | 6.5% | ||
17.7% | 17.3% | ||
14.7% | 11.6% |
SBI Liquid Fund Institutional (G) Review
SBI Liquid Fund Institutional (G) is a Liquid Debt fund and has delivered an annualised return of 6.7% over a period of 19 years. The fund was previously known as SBI Premier Liquid Instl Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is R. Arun.
Nav of SBI Liquid Fund Institutional (G) as of 1/25/2023 is ₹3486.11 with the total AUM as of 1/26/2023 is ₹79256.764. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Liquid Fund Institutional (G) was launched on Nov 24, 2003. The category risk of the fund is Moderate Risk.
The minimum SIP amount for SBI Liquid Fund Institutional (G) is ₹0 and you can increase this in multiples of ₹100000. 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.
SBI Liquid Fund 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 Fund TR INR.
SBI Liquid Fund Institutional (G) is rated as a 3 fund in Debt and delivered 5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Liquid Fund Institutional (G).
Frequently Asked Questions
What is SBI Liquid Fund Institutional (G)?
How to invest in SBI Liquid Fund Institutional (G)?
You can invest in SBI Liquid Fund 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 SBI Liquid Fund Institutional (G)?
The minimum sip amount for SBI Liquid Fund Institutional (G) is ₹0. You can invest in multiples of ₹1000.
Is SBI Liquid Fund Institutional (G) good to invest in?
As per Scripbox experts, SBI Liquid Fund Institutional (G) is a Neutral fund. You can investSBI Liquid Fund 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 SBI Liquid Fund Institutional (G)?
The expense ratio of the SBI Liquid Fund Institutional (G) is 0.28% for regular plan.