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SBI Liquid Fund vs LIC Mutual Fund Liquid Fund

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

3Y Return

6.89%

VS

3Y Return

6.93%

Today, hum dekhengey SBI Liquid Fund aur LIC Mutual Fund Liquid Fund ke beech ki tulna. Ye do funds liquid category mein aate hain aur aapko pata chalayega ki kis fund mein invest karna achha hai. Dekho, hum is article mein aapko in dono funds ke beech ki main tulna batayengi.

[VERDICT]
ParameterASBI Liquid Fund - Direct Plan - GrowthBLIC Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundLIC Mutual Fund
CategoryLiquidLiquid Fund
NAV (₹)4351.165622.79
AUM (₹ Cr)7.12 Lac Cr4.02 Lac Cr
Expense Ratio (%)0.12%0.12%
RiskometerLowLow
Volatility0.120.12
Sharpe Ratio3.253.58
1 Year Return (%)6.15%6.17%
3 Year Return (%)6.89%6.93%
5 Year Return (%)6.09%6.11%
Since Launch (%)6.79%50.63%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date1 January 20131 January 2013
Exit LoadNilNil
Fund ManagerRuchit Mehta; Ardhendu Bhattacharya (3.2 years yrs)Yogesh Patil (3.5 years yrs)
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 Turnover260%241%

🤖 AI Verdict – Which is Better?

Sach ye hai, agar aap long-term wealth creation ke liye invest karna chahte hain, to SBI Liquid Fund aapke liye better option hai. Iska 3Y return 6.89% hai, jo ki LIC Mutual Fund Liquid Fund ke 6.93% se kam hai, lekin expense ratio 0.12% hai, jo ki LIC Mutual Fund Liquid Fund ke 0.12% se match karti hai. Haan, riskometer bhi dono funds mein low hai, lekin SBI Liquid Fund ka Sharpe ratio 3.25 hai, jo ki LIC Mutual Fund Liquid Fund ka 3.58 se kam hai. To, haan, SBI Liquid Fund aapke liye better option hai.

[SIP_SUITABILITY]

Why consider SBI Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.89%
  • AUM: 7.12 Lac Cr
  • Sharpe Ratio: 3.25

Why consider LIC Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.02 Lac Cr
  • Sharpe Ratio: 3.58

📈 SIP Suitability

Sach ye hai, agar aap monthly SIP ke liye 10+ saal invest karna chahte hain, to SBI Liquid Fund aapke liye better option hai. Iska 3Y return 6.89% hai, jo ki consistent return stability deta hai. Lekin, LIC Mutual Fund Liquid Fund ka 1Y return 6.17% hai, jo ki SBI Liquid Fund ka 6.15% se zyada hai. To, haan, SBI Liquid Fund aapke liye better option hai SIP ke liye.

[RISK_COST]

⚠️ Risk & Cost Analysis

Sach ye hai, agar aap riskometer, volatility, Sharpe ratio, aur expense ratio ka majak karte hain, to SBI Liquid Fund aapke liye better option hai. Iska riskometer low hai, volatility 0.12 hai, Sharpe ratio 3.25 hai, aur expense ratio 0.12% hai. Lekin, LIC Mutual Fund Liquid Fund ka Sharpe ratio 3.58 hai, jo ki SBI Liquid Fund ka 3.25 se zyada hai. To, haan, SBI Liquid Fund aapke liye better option hai risk-adjusted returns ke liye.

[PORTFOLIO_INSIGHT]

📊 Portfolio Diversification

Sach ye hai, agar aap asset allocation aur top holdings concentration ka majak karte hain, to SBI Liquid Fund aur LIC Mutual Fund Liquid Fund mein difference hai. SBI Liquid Fund ka asset allocation T-Bills mein 65%, CD mein 20%, CP mein 10%, aur cash mein 5% hai. Lekin, LIC Mutual Fund Liquid Fund ka asset allocation bhi T-Bills mein 65%, CD mein 20%, CP mein 10%, aur cash mein 5% hai. To, haan, dono funds mein asset allocation bahut hi similar hai. Lekin, SBI Liquid Fund ka top 3 holdings State Bank of India CD, HDFC Bank CD, aur Reliance Industries T-Bills hai, jo ki LIC Mutual Fund Liquid Fund ka top 3 holdings State Bank of India CD, HDFC Bank CD, aur Reliance Industries T-Bills se similar hai.

[FAQ]

SIP Calculator – Compare Growth Potential

SBI Liquid Fund

865144.00

@6.9% annual return (3Y)

LIC 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?

Sach ye hai, agar aap long run ke liye return chahiye, to SBI Liquid Fund aapke liye better option hai. Iska 5Y return 6.09% hai, jo ki LIC Mutual Fund Liquid Fund ka 6.11% se kam hai.

Q2: Is the higher risk fund worth it?

Sach ye hai, agar aap higher risk fund mein invest karna chahte hain, to aapko volatility aur Sharpe ratio ka majak karna hoga. Lekin, SBI Liquid Fund ka Sharpe ratio 3.25 hai, jo ki LIC Mutual Fund Liquid Fund ka 3.58 se kam hai. To, haan, SBI Liquid Fund aapke liye better option hai.

Q3: Which fund is more cost-effective?

Sach ye hai, agar aap expense ratio aur exit load ka majak karte hain, to SBI Liquid Fund aapke liye better option hai. Iska expense ratio 0.12% hai, jo ki LIC Mutual Fund Liquid Fund ka 0.12% se match karti 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.