Axis Liquid Fund vs Quantum 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
7.98%
dekho, aap abhi humare paas do aise funds hain jo aapke investment ke liye ek achha vikalp ho sakte hain. Fund A hai Axis Liquid Fund aur Fund B hai Quantum Mutual Fund Multi Cap Fund. hum aaj in dono funds ki tulna karenge aur aapko batayenge ki kis fund mein aapko lagana chahiye.
| Parameter | AAxis Liquid Fund - Direct Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | Quantum Mutual Fund |
| Category | Liquid | Multi Cap |
| NAV (₹) | 3096.85 | 8.38 |
| AUM (₹ Cr) | 5.16 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 0.11% | 1.68% |
| Riskometer | Low | Very High |
| Volatility | 0.11 | 13.65 |
| Sharpe Ratio | 4.36 | 0.27 |
| 1 Year Return (%) | 6.25% | -11.42% |
| 3 Year Return (%) | 6.98% | 7.98% |
| 5 Year Return (%) | 6.17% | 4.71% |
| Since Launch (%) | 6.86% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Aditya Pagaria; Devang Shah; Sachin Jain (13.4 years yrs) | Atul Kumar (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% | 35% |
🤖 AI Verdict – Which is Better?
haan, tumhara fund chunna bahut zaroori hai. dekho, Fund A ka 3Y return 6.98% hai, jo bahut achha hai. lekin expense ratio bhi bahut kam hai, 0.11%. iske liye hum Fund A ko aapke liye acha fund manaenge. Riskometer bhi Low hai, jo aapke investment ke liye safety 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 Quantum Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
dekho, dono funds ka 3Y return accha hai, lekin Fund A ka return consistent hai, lekin Fund B ka return bahut kam hai. isliye hum Fund A ko aapke liye acha fund manaenge SIP ke liye.
⚠️ Risk & Cost Analysis
chaliye, Fund A ka riskometer Low hai, volatility 0.11 hai, Sharpe ratio 4.36 hai, expense ratio 0.11% hai. Fund B ka riskometer Very High hai, volatility 13.65 hai, Sharpe ratio 0.27 hai, expense ratio 1.68% hai. isliye hum Fund A ko aapke liye acha fund manaenge.
📊 Portfolio Diversification
dekho, Fund A ka asset allocation bahut achha hai, CP 53.47%, CD 31.44%, T-Bills 11.86%, Debt 0.09%. Fund B ka asset allocation bahut kam hai, Equity 97.00%, T-Bills 3.00%. isliye hum Fund A ko aapke liye acha fund manaenge portfolio diversification ke liye.
SIP Calculator – Compare Growth Potential
Axis Liquid Fund
₹869500.53
@7.0% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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?
Fund A ka 5Y return 6.17% hai, jo Fund B ka 5Y return 4.71% se bahut accha hai.
Q2: Is the higher risk fund worth it?
nahi, Fund B ka volatility 13.65 hai, jo Fund A ka volatility 0.11 se bahut jyada hai. Sharpe ratio bhi Fund A ka 4.36 hai, jo Fund B ka 0.27 se bahut accha hai.
Q3: Which fund is more cost‑effective?
Fund A ka expense ratio 0.11% hai, jo Fund B ka 1.68% se bahut kam 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