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Multi CapVSLiquid Fund

HDFC Flexi Cap Fund vs Motilal Oswal Liquid Fund

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

3Y Return

17.84%

VS

3Y Return

6.55%

dekho, humne do funds compare kiye hain - HDFC Flexi Cap Fund aur Motilal Oswal Liquid Fund. ek Multi Cap category ka hai, doosra Liquid Fund category ka. chaliye, aage hum dekhenge ki inme se kaunsa fund long-term wealth creation ke liye behtar hai, aur kaunsa fund aapke SIP ke liye suitable hai.

ParameterAHDFC Flexi Cap Fund - Direct Plan - GrowthBMotilal Oswal Liquid Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundMotilal Oswal
CategoryMulti CapLiquid Fund
NAV (₹)1945.7114.67
AUM (₹ Cr)10.05 Lac Cr3.37 Lac Cr
Expense Ratio (%)0.67%0.12%
RiskometerVery HighLow
Volatility12.970.12
Sharpe Ratio0.870.42
1 Year Return (%)-0.81%5.84%
3 Year Return (%)17.84%6.55%
5 Year Return (%)17.6%5.76%
Since Launch (%)14.35%5.29%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date3 April 200620 December 2018
Exit LoadNilNil
Fund ManagerRoshi Jain; Gopal Agrawal (3.8 years yrs)Niket Shah (3.5 years yrs)
BenchmarkNifty 500 Multicap 50:25:25 TRINIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 97.00% | T-Bills: 3.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover26%261%

🤖 AI Verdict – Which is Better?

haan, agar aap long-term wealth creation chahte hain, to HDFC Flexi Cap Fund behtar hai. iska 3Y return 17.84% hai, jo Motilal Oswal Liquid Fund se zyada hai. lekin, risk bhi zyada hai, Very High riskometer ke saath. expense ratio bhi zyada hai, 0.67%.

Why consider HDFC Flexi Cap Fund?

  • Expense ratio: 0.67%
  • 3Y return: 17.84%
  • AUM: 10.05 Lac Cr
  • Sharpe Ratio: 0.87

Why consider Motilal Oswal Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.55%
  • AUM: 3.37 Lac Cr
  • Sharpe Ratio: 0.42

📈 SIP Suitability

chaliye, SIP ke liye dekhenge to, HDFC Flexi Cap Fund behtar hai. iska 5Y return 17.6% hai, jo stable hai. Motilal Oswal Liquid Fund ka return bhi stable hai, lekin zyada nahi hai, 5Y return 5.76% hai.

⚠️ Risk & Cost Analysis

sach ye hai, HDFC Flexi Cap Fund ka risk zyada hai, Very High riskometer ke saath. volatility bhi zyada hai, 12.97. lekin, Sharpe ratio 0.87 hai, jo behtar hai. Motilal Oswal Liquid Fund ka risk Low hai, lekin Sharpe ratio 0.42 hai, jo kam hai.

📊 Portfolio Diversification

dekho, HDFC Flexi Cap Fund ka asset allocation zyada diversified hai, 97% equity mein invest hai. top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain. Motilal Oswal Liquid Fund ka asset allocation bhi diversified hai, lekin zyada T-Bills mein invest hai.

SIP Calculator – Compare Growth Potential

HDFC Flexi Cap Fund

1664275.59

@17.8% annual return (3Y)

Motilal Oswal Liquid Fund

848929.18

@6.5% 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?

HDFC Flexi Cap Fund ka 5Y return 17.6% hai, jo Motilal Oswal Liquid Fund se zyada hai.

Q2: Is the higher risk fund worth it?

haan, HDFC Flexi Cap Fund ka higher risk worth hai, kyunki uska Sharpe ratio 0.87 hai, jo behtar hai.

Q3: Which fund is more cost‑effective?

Motilal Oswal Liquid Fund zyada cost-effective hai, kyunki uska expense ratio 0.12% hai, jo HDFC Flexi Cap Fund 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.