SBI Liquid Fund - Regular Plan -Growth

Fund House: SBI Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 01-03-2007

Minimum Investment: 500.0

Asset Class: Fixed Income

Minimum Topup: 500.0

Benchmark: NIFTY Liquid Index A-I

Total Assets: 73113.47 As on (31-10-2025)

Expense Ratio: 0.28% As on (31-10-2025)

Turn over: 81.00% | Exit Load: Investor exit upon subscriptionExit Load as a % of redemption proceedsDay 10.0070% 1ay 20.0065% 1ay 30.0060% 1ay 40.0055% 1ay 50.0050% 1ay 60.0045% 1ay 7 onwards0.0000%

NAV as on 01-12-2025

4178.8391

0.5058

CAGR Since Inception

6.89%

NIFTY Liquid Index A-I 6.33%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Liquid Fund - Regular Plan -Growth 6.51 6.9 5.67 6.08 6.89
Benchmark - - - - -
Debt: Liquid 6.47 6.85 5.61 6.03 6.32

Funds Manager

Mr. R. Arun, Mr. Rajeev Radhakrishnan,

RETURNS CALCULATORS for SBI Liquid Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Liquid Fund - Regular Plan -Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Liquid Fund - Regular Plan -Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Liquid Reg Gr 01-03-2007 6.51 6.89 6.9 5.67 6.08
ABSL Liquid Discipline Advtg 22-06-2009 7.03 7.3 7.29 5.9 6.29
Bank of India Liquid Reg Gr 16-07-2008 6.65 7.04 7.03 5.78 6.15
Axis Liquid Reg Gr 05-10-2009 6.64 7.01 7.01 5.76 6.19
Groww Liquid Gr 25-10-2011 6.63 7.0 6.89 5.61 6.07
Edelweiss Liquid Ret Gr 21-09-2007 6.62 6.98 6.92 5.66 6.0
Edelweiss Liquid Reg Gr 20-09-2007 6.62 6.98 6.92 5.66 6.01
Canara Robeco Liquid Reg Gr 05-07-2008 6.62 6.99 7.0 5.74 6.04
PGIM India Liquid Fund Gr 05-09-2007 6.62 6.96 6.96 5.72 6.17
ABSL Liquid Retail Gr 16-06-1997 6.6 6.98 6.99 5.73 6.18

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Liquid Fund - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Liquid Fund - Regular Plan -Growth 0.48 0.22 2.06 0.97 5.99 0.1
Debt: Liquid - - - - - -