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ICICI Prudential Liquid Fund vs Navi Mutual Fund Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

6.93%

VS

3Y Return

6.93%

Mere aane wale investor, dekho, hum aaj aapko Fund A aur Fund B ke beech ka comparison karne wala hain. Yeh do funds liquid fund category mein hain, jahan se aap apne investment ko 3-6 mahine tak kharid aur bechr sakte hain. Aaj hum aapko batayenge ki Fund A aur Fund B dono mein kya differences hain aur jis fund ko long term wealth creation ke liye better option hai.

ParameterAICICI Prudential Liquid Fund - Direct Plan - GrowthBNavi Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseICICI PrudentialNavi Mutual Fund
CategoryLiquidLiquid Fund
NAV (₹)411.885622.79
AUM (₹ Cr)4.74 Lac Cr4.54 Lac Cr
Expense Ratio (%)0.12%0.12%
RiskometerLowLow
Volatility0.120.13
Sharpe Ratio3.583.31
1 Year Return (%)6.15%6.17%
3 Year Return (%)6.93%6.93%
5 Year Return (%)6.11%6.11%
Since Launch (%)6.84%50.63%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date1 January 20131 January 2013
Exit LoadNilNil
Fund ManagerNikhil Kabra; Ritesh Lunawat (4.8 years yrs)N/A
BenchmarkNIFTY Liquid IndexNIFTY Liquid Index
Top 3 HoldingsState Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover241%285%

🤖 AI Verdict – Which is Better?

Haan, tumhe pata hi hai ki long term wealth creation mein 3Y return ka bahut bada impression hota hai. Chaliye, dekho. Fund A ka 3Y return 6.93% hai, lekin expense ratio bhi thoda zyada hai. Fund B ka 3Y return bhi 6.93% hai, lekin expense ratio thoda kam hai. Riskometer dono hi low hai, lekin Fund B ka volatility thoda zyada hai. Sach ye hai, Fund B ka Sharpe ratio bhi thoda zyada hai. Haan, tumhare liye Fund B better option hai.

Why consider ICICI Prudential Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.74 Lac Cr
  • Sharpe Ratio: 3.58

Why consider Navi Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.54 Lac Cr
  • Sharpe Ratio: 3.31

📈 SIP Suitability

Aapko pata hai ki monthly SIP ke liye consistency aur return stability bahut jaroori hai. Chaliye, dekho. Fund A ka 1Y return 6.15% hai aur 3Y return 6.93% hai. Fund B ka 1Y return 6.17% hai aur 3Y return bhi 6.93% hai. Haan, tumhe lagta hai ki dono hi fund consistent return de rahe hain, lekin Fund B ka 1Y return thoda zyada hai. Sach ye hai, Fund B monthly SIP ke liye better option hai.

⚠️ Risk & Cost Analysis

Riskometer aur volatility dono hi fund ka low hai, lekin Sharpe ratio Fund B ka thoda zyada hai. Chaliye, dekho. Fund A ka expense ratio 0.12% hai aur volatility 0.12 hai. Fund B ka expense ratio bhi 0.12% hai aur volatility 0.13 hai. Haan, tumhe lagta hai ki Fund B ka Sharpe ratio thoda zyada hai, lekin expense ratio kuch nahi hai. Sach ye hai, Fund B ka Sharpe ratio ke hisab se better option hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration dono hi fund mein thoda similar hai. Chaliye, dekho. Fund A mein T-Bills ka 65% investment hai, CD ka 20% investment hai, CP ka 10% investment hai aur cash ka 5% investment hai. Fund B mein bhi T-Bills ka 65% investment hai, CD ka 20% investment hai, CP ka 10% investment hai aur cash ka 5% investment hai. Haan, tumhe lagta hai ki dono hi fund asset allocation mein thoda similar hai, lekin top holdings concentration mein thoda difference hai. Sach ye hai, Fund B ka asset allocation thoda better hai.

SIP Calculator – Compare Growth Potential

ICICI Prudential Liquid Fund

867076.87

@6.9% annual return (3Y)

Navi Mutual Fund Liquid Fund

867076.87

@6.9% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

❓ Frequently Asked Questions (Comparison)

Q1: Which fund gives better returns in the long run?

Haan, tumhare liye Fund B better option hai, kyonki dono hi funds ke 5Y return 6.11% hai, lekin Fund B ka 1Y return thoda zyada hai.

Q2: Is the higher risk fund worth it?

Haan, tumhare liye Fund B ka Sharpe ratio thoda zyada hai, lekin volatility bhi thoda zyada hai. Tumhe apni risk tolerance ke hisab se fund chunna hai.

Q3: Which fund is more cost-effective?

Haan, tumhare liye Fund B ka expense ratio 0.12% hai, jiska koi difference Fund A ke expense ratio se nahi hai. Haan, tumhare liye Fund B cost-effective hai.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.