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  • SBI Liquid Fund Institutional (Growth)

Formerly SBI Premier Liquid Instl Gr

SBI Mutual Fund

SBI Liquid Fund Institutional (Growth)

DebtLiquid

3486.1063

NAV (Jan 25)

4.1%
3 Year CAGR
Scripbox Opinion
Neutral
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

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Satisfactory

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

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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

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

Investment Objective

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

R. Arun

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Liquid Fund Institutional (Growth)70%830,002 97,3905.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-25

Top Debt Holdings

treps

14.3%
14.3%

7.10% govt stock 2029

5.5%
5.5%

91 Days Treasury Bill 09-03-2023

3.9%
3.9%

axis bank limited

3.8%
3.8%

7.10% govt stock 2029

3.7%
3.7%
See all holdings

Compare SBI Liquid Fund Institutional (Growth)

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

₹ 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.

amc-img

  • 022-61793000
  • Fund NameScripbox 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)?

    SBI Liquid Fund 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 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.