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Aditya Birla Sun Life Large Cap Fund vs Old Bridge Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.14%
VS
3Y Return
1.9%
| Parameter | AAditya Birla Sun Life Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Aditya Birla Sun Life | Old Bridge Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 1009.42 | 8.38 |
| AUM (₹ Cr) | 1.90 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 0.52% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.61 | 13.85 |
| Sharpe Ratio | 0.61 | 1.82 |
| 1 Year Return (%) | 2.72% | -11.42% |
| 3 Year Return (%) | 14.14% | 1.9% |
| 5 Year Return (%) | 10.5% | 1.13% |
| Since Launch (%) | 14.49% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Mahesh Patil (3.5 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 29% | 38% |
Why consider Aditya Birla Sun Life Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.14%
- AUM: 1.90 Lac Cr
- Sharpe Ratio: 0.61
Why consider Old Bridge Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
SIP Calculator – Compare Growth Potential
Aditya Birla Sun Life Large Cap Fund
₹1321695.07
@14.1% annual return (3Y)
Old Bridge Mutual Fund Multi Cap Fund
₹661259.80
@1.9% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ 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.