Angel One Mutual Fund Multi Cap Fund vs Quant Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.7%
3Y Return
8.67%
Dono funds Multi Cap category mein aate hain, lekin unke returns aur risk profile mein kuch antar hai. Dekho, hum yahan Fund A aur Fund B ke beech comparison karenge, taaki aap jaan saken ki kaunsa fund aapke long-term wealth creation ke liye behtar hai.
| Parameter | AAngel One Mutual Fund Multi Cap Fund - Regular Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Angel One Mutual Fund | Quant Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 8.38 | 20.99 |
| AUM (₹ Cr) | 1.86 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 1.68% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 13.4 | 14.55 |
| Sharpe Ratio | 1.52 | 0.15 |
| 1 Year Return (%) | -11.42% | 0.18% |
| 3 Year Return (%) | 12.7% | 8.67% |
| 5 Year Return (%) | 7.44% | 7.6% |
| Since Launch (%) | -11.2% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 6 November 2024 | 11 June 2019 |
| Exit Load | Nil | Nil |
| Fund Manager | Gopal Agrawal; Atul Zabhade (3.2 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 32% | 46% |
🤖 AI Verdict – Which is Better?
Haan, 3Y return ke hisab se Fund A (12.7%) thoda better hai, lekin expense ratio dono funds ka same hai (1.68%). Risk bhi dono funds ka very high hai, lekin Fund A ka Sharpe ratio (1.52) thoda accha hai. Isliye, hum keh sakte hain ki Fund A long-term wealth creation ke liye behtar hai.
Why consider Angel One Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 12.7%
- AUM: 1.86 Lac Cr
- Sharpe Ratio: 1.52
Why consider Quant Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
📈 SIP Suitability
Chaliye, agar aap 10+ years ke liye monthly SIP karne ki soch rahe hain, to dono funds mein se Fund A thoda better hai. Kyunki uska 3Y return thoda accha hai aur consistency bhi thodi behatar hai. Lekin, dekho, SIP mein consistency aur return stability dono zaruri hain.
⚠️ Risk & Cost Analysis
Sach ye hai ki dono funds ka riskometer very high hai, lekin Fund A ka Sharpe ratio (1.52) thoda accha hai. Volatility bhi Fund B (14.55) mein thodi zyada hai. Expense ratio dono funds ka same hai (1.68%). Isliye, hum keh sakte hain ki Fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Dekho, dono funds ka asset allocation almost same hai - Equity 97% aur T-Bills 3%. Top holdings bhi almost same hain - HDFC Bank, ICICI Bank, aur Reliance Industries. Isliye, hum keh sakte hain ki dono funds ka diversification almost same hai, lekin thodi sector risk bhi hai.
SIP Calculator – Compare Growth Potential
Angel One Mutual Fund Multi Cap Fund
₹1211348.26
@12.7% annual return (3Y)
Quant Mutual Fund Multi Cap Fund
₹956588.14
@8.7% 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 5Y return 7.44% hai, jabki Fund B ka 5Y return 7.6% hai. Isliye, long run mein Fund B thoda better hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka Sharpe ratio (1.52) thoda accha hai, lekin volatility bhi thodi zyada hai. Isliye, higher risk fund worth it hai, lekin aapko apne risk appetite ko dhyan mein rakhna hoga.
Q3: Which fund is more cost‑effective?
Dono funds ka expense ratio same hai (1.68%). Exit load ki koi jaankari nahi hai, isliye hum keh sakte hain ki dono funds cost-effective hai.
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