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Angel One Mutual Fund Liquid Fund vs Edelweiss Mutual Fund Multi Cap Fund

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

3Y Return

6.76%

VS

3Y Return

14.24%

Dekho, aaj hum do mutual funds ke beech mein comparison karenge. Fund A Angel One Liquid Fund hai, jo Liquid Fund category mein aata hai. Fund B Edelweiss Multi Cap Fund hai, jo Multi Cap category mein aata hai. Ye pata lagana hai ki dono funds mein kya aisa hota hai jo aapko invest karne ke liye koi option banata hai.

ParameterAAngel One Mutual Fund Liquid Fund - Direct Plan - GrowthBEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseAngel One Mutual FundEdelweiss Mutual Fund
CategoryLiquid FundMulti Cap
NAV (₹)2132.0415.12
AUM (₹ Cr)4.67 Lac Cr1.68 Lac Cr
Expense Ratio (%)0.12%1.68%
RiskometerLowVery High
Volatility0.1115.25
Sharpe Ratio2.360.68
1 Year Return (%)6.03%3.12%
3 Year Return (%)6.76%14.24%
5 Year Return (%)5.95%8.32%
Since Launch (%)6.23%16.89%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date13 November 201330 October 2023
Exit LoadNilNil
Fund ManagerN/A Bharat Lahoti (3.5 years yrs)
BenchmarkNIFTY Liquid IndexNifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsState Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover221%55%

🤖 AI Verdict – Which is Better?

Haan, Fund A aur Fund B dono mein kuch vishesh baatein hain. Fund B ke 3Y return 14.24% hai, jo Fund A ke 6.76% se zyada hai. Lekin, Fund A ki expense ratio 0.12% hai, jo Fund B ke 1.68% se kam hai. Aur, Fund A ka riskometer Low hai, jo Fund B ka Very High se kam hai. Sach ye hai, Fund A Fund B ke liye achha option hai.

Why consider Angel One Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.76%
  • AUM: 4.67 Lac Cr
  • Sharpe Ratio: 2.36

Why consider Edelweiss Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 14.24%
  • AUM: 1.68 Lac Cr
  • Sharpe Ratio: 0.68

📈 SIP Suitability

Lekin, SIP ke liye Fund B ki consistency aur return stability ka dhyan rakna hoga. Fund B ka 1Y return 3.12% hai, jo Fund A ke 6.03% se kam hai. Lekin, Fund B ka 5Y return 8.32% hai, jo Fund A ke 5.95% se zyada hai. Chaliye, Fund B ki SIP ke liye suitable hai.

⚠️ Risk & Cost Analysis

Riskometer, volatility aur expense ratio ke hisab se bhi dekha jaata hai. Fund A ka riskometer Low hai, jo Fund B ka Very High se kam hai. Aur, Fund A ki expense ratio 0.12% hai, jo Fund B ke 1.68% se kam hai. Sharpe ratio ke hisab se bhi Fund A 2.36 hai, jo Fund B ke 0.68 se zyada hai. Sach ye hai, Fund A Fund B se better risk-adjusted returns offer karta hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration ke hisab se bhi dekha jaata hai. Fund A ka asset allocation T-Bills (65.00%), CD (20.00%), CP (10.00%), aur Cash (5.00%) mein hai. Fund B ka asset allocation Equity (97.00%) aur T-Bills (3.00%) mein hai. Lekin, Fund A ka asset allocation Fund B ke liye better diversified hai.

SIP Calculator – Compare Growth Potential

Angel One Mutual Fund Liquid Fund

858899.05

@6.8% annual return (3Y)

Edelweiss Mutual Fund Multi Cap Fund

1329792.28

@14.2% 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?

Fund A ka 3Y return 6.76% hai, jo Fund B ke 14.24% se kam hai. Lekin, Fund A ka 5Y return 5.95% hai, jo Fund B ke 8.32% se kam hai. Sach ye hai, Fund B Fund A se better returns offer karta hai, lekin kuch saalon ke liye.

Q2: Is the higher risk fund worth it?

Fund B ka volatility 15.25 hai, jo Fund A ke 0.11 se zyada hai. Lekin, Fund B ka Sharpe ratio 0.68 hai, jo Fund A ke 2.36 se kam hai. Sach ye hai, Fund B ke liye zyada risk lekar apna time nahi hai.

Q3: Which fund is more cost-effective?

Fund A ki expense ratio 0.12% hai, jo Fund B ke 1.68% se kam hai. Sach ye hai, Fund A Fund B se cost-effective 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.