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Liquid Portfolio

The Liquid Portfolio, launched on May 4, 2020, is designed for conservative investors seeking reasonable returns with high safety and liquidity, suitable for a tenure of over 3 months. It has a low to moderate risk level, with a minimum investment of R50,000 and a minimum SIP of R5,000. As of November 30, 2024, the portfolio has outperformed its benchmark since inception, with a return of 5.53% compared to the benchmark's 5.19%.

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sathya
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52 views1 page

Liquid Portfolio

The Liquid Portfolio, launched on May 4, 2020, is designed for conservative investors seeking reasonable returns with high safety and liquidity, suitable for a tenure of over 3 months. It has a low to moderate risk level, with a minimum investment of R50,000 and a minimum SIP of R5,000. As of November 30, 2024, the portfolio has outperformed its benchmark since inception, with a return of 5.53% compared to the benchmark's 5.19%.

Uploaded by

sathya
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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LIQUID PORTFOLIO

Invest in Liquid schemes which generates reasonable returns with high level of safety and liquidity

Inception Date Suitable for


04.05.2020 Conservative Investor

Risk-o-meter Tenure Suitability


Low to Moderate 3+ Months

Benchmark Min. Investment Min. SIP


AVG. LIQUID FUND R50,000/- R5,000/-

Past Performance
3 Years 5 Years 7 Years 10 Years Since Inception
Portfolio 6.54 NA NA NA 5.53
Benchmark 6.21 NA NA NA 5.19
As on Date 30-11-2024

Portfolio Composition
Debt - 100%

NJ Overnight Fund - Gr HSBC Liquid Fund – Gr


MUTUAL
FUND

DEBT – Overnight 20.00% DEBT – Liquid 20.00%

Canara Robeco Liquid Fund - Regular Invesco India Liquid Fund – Gr


Plan – Gr
DEBT – Liquid 20.00% DEBT – Liquid 20.00%

DSP Liquidity Fund - Regular Plan

DEBT – Liquid 20.00%

FINANCIAL
PRODUCTS
WEALTH DISTRIBUTORS
www.njwealth.in NETWORK

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