Axis 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
6.98%
3Y Return
14.24%
Kya aapko pata hai ki ek achha fund kaise chunen? Dekho, hum aaj do fundon ki tulna karenge - Axis Liquid Fund aur Edelweiss Mutual Fund Multi Cap Fund. Ye dono alag-alag categories mein aate hain - Liquid aur Multi Cap. Hum aapko batayenge ki is article mein aap kya seekhenge.
| Parameter | AAxis Liquid Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Edelweiss Mutual Fund |
| Category | Liquid | Multi Cap |
| NAV (₹) | 3096.85 | 15.12 |
| AUM (₹ Cr) | 5.16 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.11% | 1.68% |
| Riskometer | Low | Very High |
| Volatility | 0.11 | 15.25 |
| Sharpe Ratio | 4.36 | 0.68 |
| 1 Year Return (%) | 6.25% | 3.12% |
| 3 Year Return (%) | 6.98% | 14.24% |
| 5 Year Return (%) | 6.17% | 8.32% |
| Since Launch (%) | 6.86% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | Reserve Bank of India (3.46%), National Bank For Agriculture & Rural Development (3.37%), Reliance Jio Infocomm Ltd. (2.9%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| 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% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 207% | 55% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, 3Y return, expense ratio aur risk ke madhyam se hum batate hain ki Edelweiss Mutual Fund Multi Cap Fund zyada achha hai. Iska 3Y return 14.24% hai, jo ki Edelweiss Mutual Fund Multi Cap Fund ki zyada risk lene ke liye theek hai. Lekin expense ratio bhi bahut zyada hai, 1.68%.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Monthly SIP ke liye, hum batate hain ki Axis Liquid Fund zyada achha hai. Iska 3Y return 6.98% hai aur expense ratio 0.11% hai, jo ki Edelweiss Mutual Fund Multi Cap Fund ki expense ratio 1.68% se kam hai. Iska matlab hai ki Axis Liquid Fund ke monthly SIP aapko zyada stable returns de sakte hain.
⚠️ Risk & Cost Analysis
Hum dekhenge ki dono fundon ka riskometer, volatility, Sharpe ratio, aur expense ratio kya hai. Edelweiss Mutual Fund Multi Cap Fund ka riskometer Very High hai, jiski volatility 15.25 hai. Lekin Sharpe ratio 0.68 hai, jo ki zyada kam hai. Axis Liquid Fund ka riskometer Low hai, jiski volatility 0.11 hai. Sharpe ratio bhi zyada achha hai, 4.36 hai. Expense ratio bhi kam hai, 0.11%.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ko dekhenge. Axis Liquid Fund ka asset allocation CP 53.47%, CD 31.44%, aur T-Bills 11.86% mein hai. Edelweiss Mutual Fund Multi Cap Fund ka asset allocation Equity 97.00% aur T-Bills 3.00% mein hai. Edelweiss Mutual Fund Multi Cap Fund ka asset allocation zyada concentrated hai, lekin Axis Liquid Fund ka asset allocation zyada diversified hai.
SIP Calculator – Compare Growth Potential
Axis Liquid Fund
₹869500.53
@7.0% 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?
Edelweiss Mutual Fund Multi Cap Fund ki 5Y return 8.32% hai, jo ki Axis Liquid Fund ki 5Y return 6.17% se zyada hai. Isliye, Edelweiss Mutual Fund Multi Cap Fund long run mein zyada achha hai.
Q2: Is the higher risk fund worth it?
Edelweiss Mutual Fund Multi Cap Fund ka volatility 15.25 hai, jo ki Axis Liquid Fund ki volatility 0.11 se zyada hai. Lekin Sharpe ratio 0.68 hai, jo ki Axis Liquid Fund ki Sharpe ratio 4.36 se kam hai. Isliye, Edelweiss Mutual Fund Multi Cap Fund ka higher risk zyada achha nahi hai.
Q3: Which fund is more cost-effective?
Axis Liquid Fund ka expense ratio 0.11% hai, jo ki Edelweiss Mutual Fund Multi Cap Fund ki expense ratio 1.68% se kam hai. Isliye, Axis Liquid Fund zyada 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