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Axis Liquid Fund vs Canara Robeco Liquid Fund

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

3Y Return

6.98%

VS

3Y Return

6.96%

Chaliye, dekho, main aaj aapko do aam fund ke beech ka comparison karunga: Axis Liquid Fund aur Canara Robeco Liquid Fund. Aapko yeh jaannewala hoga ki yeh do fund kya category mein aate hain, unke returns kya hain, aur yeh dono fund aapke investment ke liye kaisa hain.

ParameterAAxis Liquid Fund - Direct Plan - GrowthBCanara Robeco Liquid Fund - Direct Plan - Growth
Fund HouseAxis Mutual FundCanara Robeco
CategoryLiquidLiquid Fund
NAV (₹)3096.853337.33
AUM (₹ Cr)5.16 Lac Cr3.95 Lac Cr
Expense Ratio (%)0.11%0.12%
RiskometerLowLow
Volatility0.110.11
Sharpe Ratio4.364.18
1 Year Return (%)6.25%6.22%
3 Year Return (%)6.98%6.96%
5 Year Return (%)6.17%6.13%
Since Launch (%)6.86%6.72%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date1 January 20131 January 2013
Exit LoadNilNil
Fund ManagerAditya Pagaria; Devang Shah; Sachin Jain (13.4 years yrs)Shridatta Bhandwaldar (3.5 years yrs)
BenchmarkNIFTY Liquid IndexNIFTY Liquid Index
Top 3 HoldingsReserve Bank of India (3.46%), National Bank For Agriculture & Rural Development (3.37%), Reliance Jio Infocomm Ltd. (2.9%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationCP: 53.47% | CD: 31.44% | T-Bills: 11.86% | Debenture: 0.88% | Money Mkt: 0.39% | Bonds/NCD: 0.28% | NCD: 0.24% | Debt: 0.09% | IRS: 0.0%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover207%223%

🤖 AI Verdict – Which is Better?

Sach ye hai, Fund A, Axis Liquid Fund, long-term wealth creation ke liye better hai. Iska 3Y return 6.98% hai, expense ratio 0.11% hai, aur riskometer Low hai. Haan, yeh ek chhoti si fund hai, lekin yeh aapke investment ke liye ek accha chunav hai.

Why consider Axis Liquid Fund?

  • Expense ratio: 0.11%
  • 3Y return: 6.98%
  • AUM: 5.16 Lac Cr
  • Sharpe Ratio: 4.36

Why consider Canara Robeco Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.96%
  • AUM: 3.95 Lac Cr
  • Sharpe Ratio: 4.18

📈 SIP Suitability

Agar aapko SIP ka liya 10+ saal ka plan hai, to Fund A, Axis Liquid Fund, better hai. Iska 5Y return 6.17% hai, aur expense ratio 0.11% hai, jo ki Canara Robeco Liquid Fund ke 5Y return 6.13% aur expense ratio 0.12% se kam hai.

⚠️ Risk & Cost Analysis

Riskometer aur volatility ke hisab se, Fund A, Axis Liquid Fund, better hai. Iska riskometer Low hai, aur volatility 0.11 hai, jiski sharpe ratio 4.36 hai. Haan, Canara Robeco Liquid Fund ka riskometer bhi Low hai, lekin uska volatility bhi 0.11 hai, aur sharpe ratio 4.18 hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration ke hisab se, Fund A, Axis Liquid Fund, better hai. Iska asset allocation CP: 53.47%, CD: 31.44%, aur T-Bills: 11.86% hai, jo ki Canara Robeco Liquid Fund ka asset allocation T-Bills: 65.00%, CD: 20.00%, aur CP: 10.00% se adhik diversified hai.

SIP Calculator – Compare Growth Potential

Axis Liquid Fund

869500.53

@7.0% annual return (3Y)

Canara Robeco Liquid Fund

868530.05

@7.0% 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?

Answer: Fund A, Axis Liquid Fund, ki 5Y return 6.17% hai, jo ki Fund B, Canara Robeco Liquid Fund, ki 5Y return 6.13% se jyada hai.

Q2: Is the higher risk fund worth it?

Answer: N/A, kyonki dono fund ki volatility ek hi hai, aur dono fund ka riskometer Low hai.

Q3: Which fund is more cost-effective?

Answer: Fund A, Axis Liquid Fund, hai, kyunki iska expense ratio 0.11% hai, jo ki Fund B, Canara Robeco Liquid Fund, ka expense ratio 0.12% se kam 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.