Formerly SBI Liquid Instl Wk DR
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹
NAV (Aug 9)
Last 1Y | 4.9% |
Last 3Y | 4.6% |
Last 5Y | 4.5% |
Last 10Y | 5.3% |
Since Inception | 5.4% |
6 Month CAGR | 2.5% |
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 | 0.3 |
Launched (20y ago) | Dec 16, 2004 |
AUM in Crores | 69133.588 |
ISIN | INF200K01LW7 |
Lock-in | No Lock-in |
Benchmark | Nifty Liquid Index A-I TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000000 |
Standard Deviation (3yr) | 0.2 |
Standard Deviation (5yr) | 0.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -8.7 |
Sharpe Ratio (5yr) | -4.838 |
YTM | 7.42 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Liquid Fund Institutional (RIDCW-W) | 8,15,934 | 83,322 | 4.5% | |
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.
india (republic of)
4.4%hdfc bank limited
3.9%91 Days Treasury Bill 04-04-2024
2.9%larsen and toubro limited
2.9%bank of baroda
2.8%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 45,349 cr | ||
₹ 14,455 cr | ||
₹ 13,853 cr | ||
₹ 12,072 cr | ||
₹ 11,011 cr |
SBI Funds Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5% | 6.5% | ||
21.4% | 17.8% | ||
15.8% | 12.1% | ||
25.1% | 16.1% | ||
5.3% | 6.9% |
SBI Liquid Fund Institutional (RIDCW-W) is a Liquid Debt fund and has delivered an annualised return of 5.4% over a period of 19 years. The fund was previously known as SBI Liquid Instl Wk DR. The fund is managed by SBI Funds Management Ltd. The fund managers are Rajeev Radhakrishnan, R. Arun.
Nav of SBI Liquid Fund Institutional (RIDCW-W) as of 8/9/2019 is ₹0.00 with the total AUM as of 3/28/2024 is ₹69133.588. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Liquid Fund Institutional (RIDCW-W) was launched on Dec 16, 2004. The category risk of the fund is Moderate Risk.
The minimum SIP amount for SBI Liquid Fund Institutional (RIDCW-W) 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 ₹5000000. Check your estimated returns on mutual funds by using sip calculator.
SBI Liquid Fund Institutional (RIDCW-W) 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 Nifty Liquid Index A-I TR INR.
SBI Liquid Fund Institutional (RIDCW-W) is rated as a 4 fund in Debt and delivered 4.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Liquid Fund Institutional (RIDCW-W).
What is SBI Liquid Fund Institutional (RIDCW-W)?
How to invest in SBI Liquid Fund Institutional (RIDCW-W)?
You can invest in SBI Liquid Fund Institutional (RIDCW-W) 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 (RIDCW-W)?
The minimum sip amount for SBI Liquid Fund Institutional (RIDCW-W) is ₹0. You can invest in multiples of ₹5000000.
Is SBI Liquid Fund Institutional (RIDCW-W) good to invest in?
As per Scripbox experts, SBI Liquid Fund Institutional (RIDCW-W) is a Top Ranked fund. You can investSBI Liquid Fund Institutional (RIDCW-W) 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 (RIDCW-W)?
The expense ratio of the SBI Liquid Fund Institutional (RIDCW-W) is 0.3% for regular plan.