Axis Liquid Fund vs Edelweiss Mutual Fund Liquid Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.98%
3Y Return
6.99%
Ab aap dono funds ke categories ek saath dekhein. Fund A hai Axis Liquid Fund aur Fund B hai Edelweiss Mutual Fund Liquid Fund. Dekho, fund dono ek saath hi kya kehte hain, lekin humein pata karna hai ki dono fundon mein kya aisa hai jo ek se dusre se alag karta hai. Aapko yahaan fundon ki jankari aur humein fundon ke beech ka comparison karke dekhega.
| Parameter | AAxis Liquid Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Liquid Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Edelweiss Mutual Fund |
| Category | Liquid | Liquid Fund |
| NAV (₹) | 3096.85 | 3598.40 |
| AUM (₹ Cr) | 5.16 Lac Cr | 4.21 Lac Cr |
| Expense Ratio (%) | 0.11% | 0.12% |
| Riskometer | Low | Low |
| Volatility | 0.11 | 0.13 |
| Sharpe Ratio | 4.36 | 3.77 |
| 1 Year Return (%) | 6.25% | 6.24% |
| 3 Year Return (%) | 6.98% | 6.99% |
| 5 Year Return (%) | 6.17% | 6.17% |
| Since Launch (%) | 6.86% | 72.46% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 27 November 2016 |
| Exit Load | Nil | Nil |
| Fund Manager | Aditya Pagaria; Devang Shah; Sachin Jain (13.4 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | NIFTY Liquid Index |
| Top 3 Holdings | Reserve 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 Allocation | CP: 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 Turnover | 207% | 295% |
🤖 AI Verdict – Which is Better?
Haan, ab aapko pata chal gaya hai ki Fund A aur Fund B dono hi Liquid category ke hain. Lekin, sach ye hai, Fund B ne 3Y return mein 6.99% ka return diya hai, jo ki Fund A se bada hai. Expense ratio aur riskometer dono funds ke liye low hain. Lekin, Fund B ke expense ratio Fund A se thoda kam hai. To, hamara verdict hai ki Fund B better hai long-term wealth creation ke liye.
Why consider Axis Liquid Fund?
- Expense ratio: 0.11%
- 3Y return: 6.98%
- AUM: 5.16 Lac Cr
- Sharpe Ratio: 4.36
Why consider Edelweiss Mutual Fund Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.99%
- AUM: 4.21 Lac Cr
- Sharpe Ratio: 3.77
📈 SIP Suitability
Aapko monthly SIP ke liye fund chunna hai. Dekho, Fund A ka 3Y return Fund B se kam hai, lekin expense ratio Fund B se kam hai. Fund A ka asset allocation bhi Fund B se kam hai. To, hamara verdict hai ki Fund B better hai monthly SIP ke liye.
⚠️ Risk & Cost Analysis
Ab aapko pata chal gaya hai ki Fund A aur Fund B dono hi low riskometer ke hain. Lekin, Fund B ka volatility Fund A se kam hai. Sharpe ratio ke liye bhi Fund B bada hai. Expense ratio Fund B se kam hai. To, hamara verdict hai ki Fund B better hai risk-adjusted returns ke liye.
📊 Portfolio Diversification
Ab aapko pata chal gaya hai ki Fund A ka asset allocation Fund B se kam hai. Fund A ka CP 53.47% hai, jiski koi bhi Fund B mein hai. Lekin, Fund B ka asset allocation T-Bills aur CD mein bada hai. To, hamara verdict hai ki Fund B better hai asset allocation ke liye.
SIP Calculator – Compare Growth Potential
Axis Liquid Fund
₹869500.53
@7.0% annual return (3Y)
Edelweiss Mutual Fund Liquid Fund
₹869986.27
@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?
Ab aapko pata chal gaya hai ki Fund B ka 5Y return 6.17% hai, jo ki Fund A se bada hai. To, hamara verdict hai ki Fund B better hai long-run ke liye.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka volatility Fund A se kam hai. Sharpe ratio bhi Fund B ka bada hai. To, hamara verdict hai ki Fund B worth hai.
Q3: Which fund is more cost-effective?
Haan, Fund B ka expense ratio Fund A se kam hai. To, hamara verdict hai ki Fund B more 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