SBI Liquid Portfolio is a debt portfolio management service (PMS) strategy run by SBI Funds Management Limited, launched on 30 Jun 2023. It manages ₹3.57 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.69% over 1 year (+4.43% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹3.57 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹3.57 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
30/06/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.34%
3 Months
+2.08%
1 Year
+4.69%
Since Inception
+4.43%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.