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SBI Liquid Fund vs Nippon India Liquid Fund

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

3Y Return

6.89%

VS

3Y Return

6.96%

Dekho, aapko yeh jaanne ke liye hain ki Fund A aur Fund B donon hi liquid funds hain, lekin kya unka performance alag-alag hai. Aap yeh jaanege ki yeh do funds kaise compare karenge aur kis fund ka aapko long-term wealth creation ke liye invest karna chahiye.

ParameterASBI Liquid Fund - Direct Plan - GrowthBNippon India Liquid Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundNippon India
CategoryLiquidLiquid
NAV (₹)4351.166813.87
AUM (₹ Cr)7.12 Lac Cr3.79 Lac Cr
Expense Ratio (%)0.12%0.2%
RiskometerLowLow
Volatility0.120.12
Sharpe Ratio3.253.83
1 Year Return (%)6.15%6.21%
3 Year Return (%)6.89%6.96%
5 Year Return (%)6.09%6.14%
Since Launch (%)6.79%6.87%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date1 January 20131 January 2013
Exit LoadNilNil
Fund ManagerRuchit Mehta; Ardhendu Bhattacharya (3.2 years yrs)Amber Singhania; Kinjal Desai; Vikash Agarwal (1.7 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%)Reserve Bank of India (3.31%), Reserve Bank of India (3.04%), National Bank For Agriculture & Rural Development (1.96%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%CP: 50.93% | CD: 33.36% | T-Bills: 12.23% | Debenture: 0.79% | SDL: 0.12% | Debt: 0.08%
Portfolio Turnover260%260%

🤖 AI Verdict – Which is Better?

Chaliye Fund A aur Fund B ko dekhne ke baad, yeh pata chala ki Fund B aapke liye better fund hai. Yeh fund 3Y return ke mauke par 6.96% ki return deti hai, jiska mukhya fund 3.83 ki Sharpe ratio hai. Expense ratio ke hisaab se bhi Fund B kam expensive hai. Haan, yeh fund ki riskometer low hai, lekin yeh fund aapke liye risk-adjusted return deti hai.

Why consider SBI Liquid Fund?

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

Why consider Nippon India Liquid Fund?

  • Expense ratio: 0.2%
  • 3Y return: 6.96%
  • AUM: 3.79 Lac Cr
  • Sharpe Ratio: 3.83

📈 SIP Suitability

SIP Suitability ke liye hum dono funds ka 3Y return aur expense ratio dekhege. Fund B consistently better returns deti hai, lekin Fund A ki expense ratio kam hai. Haan, Fund B ka 1Y aur 3Y return Fund A se acha hai. Lekin yeh sab kaafi saara samay hai, chaliye hum Fund B ke liye SIP karenge.

⚠️ Risk & Cost Analysis

Aapko pata hai ki Fund B ki riskometer low hai, lekin yeh fund volatility ke mauke par 0.12 ki volatility deti hai, jiska mukhya Fund A ke 0.12 se kam hai. Sharpe ratio ke hisaab se bhi Fund B better hai. Haan, yeh fund ki expense ratio Fund A se zyada hai. Lekin expense ratio kam se kam hain, chaliye hum Fund B ka risk-adjusted return dekhege.

📊 Portfolio Diversification

Aapko pata hai ki Fund B ki asset allocation CP, CD, T-Bills aur Debenture mein hain. Fund A ki asset allocation T-Bills, CD, CP aur Cash mein hain. Haan, Fund B ki top 3 holdings Reserve Bank of India, Reserve Bank of India, aur National Bank For Agriculture & Rural Development hai. Fund A ki top 3 holdings State Bank of India CD, HDFC Bank CD, aur Reliance Industries T-Bills hai. Lekin Fund B ki asset allocation aur top holdings concentration Fund A se kam hai.

SIP Calculator – Compare Growth Potential

SBI Liquid Fund

865144.00

@6.9% annual return (3Y)

Nippon India Liquid Fund

868530.05

@7.0% 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?

Yeh pata chala ki Fund B ki 3Y return aur 5Y return Fund A se achi hai, haan, yeh fund ki expense ratio bhi kam hai. Sach ye hai, Fund B aapke liye long-term wealth creation ke liye better fund hai.

Q2: Is the higher risk fund worth it?

Haan, yeh fund ki volatility Fund A se kam hai. Sharpe ratio ke hisaab se bhi Fund B better hai. Lekin expense ratio ke hisaab se Fund A kam expensive hai. Chaliye hum Fund B ka risk-adjusted return dekhege.

Q3: Which fund is more cost-effective?

Haan, yeh fund ki expense ratio Fund A se zyada hai. Lekin expense ratio kam se kam hai, chaliye hum Fund B ka expense ratio dekhege.

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.