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Multi CapVSLiquid

HDFC Flexi Cap Fund vs Nippon India Liquid Fund

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

3Y Return

17.84%

VS

3Y Return

6.96%

Dekho, aapke paas do fund options hain - HDFC Flexi Cap Fund aur Nippon India Liquid Fund. Dono alag categories mein aate hain, ek Multi Cap hai aur doosra Liquid. Chaliye, aapko yeh samajhne mein madad karte hain ki inmein se kaunsa fund aapke long-term wealth creation ke liye behtar hai.

ParameterAHDFC Flexi Cap Fund - Direct Plan - GrowthBNippon India Liquid Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundNippon India
CategoryMulti CapLiquid
NAV (₹)1945.716813.87
AUM (₹ Cr)10.05 Lac Cr3.79 Lac Cr
Expense Ratio (%)0.67%0.2%
RiskometerVery HighLow
Volatility12.970.12
Sharpe Ratio0.873.83
1 Year Return (%)-0.81%6.21%
3 Year Return (%)17.84%6.96%
5 Year Return (%)17.6%6.14%
Since Launch (%)14.35%6.87%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date3 April 20061 January 2013
Exit LoadNilNil
Fund ManagerRoshi Jain; Gopal Agrawal (3.8 years yrs)Amber Singhania; Kinjal Desai; Vikash Agarwal (1.7 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%)Reserve Bank of India (3.31%), Reserve Bank of India (3.04%), National Bank For Agriculture & Rural Development (1.96%)
Asset AllocationEquity: 97.00% | T-Bills: 3.00%CP: 50.93% | CD: 33.36% | T-Bills: 12.23% | Debenture: 0.79% | SDL: 0.12% | Debt: 0.08%
Portfolio Turnover26%260%

🤖 AI Verdict – Which is Better?

Haan, agar hum 3Y return, expense ratio, aur risk ko dekhein, to HDFC Flexi Cap Fund behtar lagta hai. Iska 3Y return 17.84% hai, jo Nippon India Liquid Fund se zyada hai. Lekin, risk bhi zyada hai, Very High riskometer ke saath. Expense ratio bhi thoda 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 Nippon India Liquid Fund?

  • Expense ratio: 0.2%
  • 3Y return: 6.96%
  • AUM: 3.79 Lac Cr
  • Sharpe Ratio: 3.83

📈 SIP Suitability

Chaliye, SIP ke liye dekhein, to HDFC Flexi Cap Fund behtar lagta hai. Iska 3Y return consistent hai, aur long-term mein yeh behtar returns de sakta hai. Lekin, risk bhi zyada hai, isliye aapko apne risk appetite ko dhyan mein rakhna hoga.

⚠️ Risk & Cost Analysis

Sach ye hai, risk aur cost analysis ke liye, Nippon India Liquid Fund behtar lagta hai. Iska riskometer Low hai, aur volatility bhi kam hai, 0.12. Sharpe ratio bhi accha hai, 3.83. Expense ratio bhi kam hai, 0.2%. Lekin, returns bhi kam hain, 6.21% 1Y return ke saath.

📊 Portfolio Diversification

Dekho, portfolio diversification ke liye, HDFC Flexi Cap Fund ka asset allocation zyada diversified hai, 97% equity mein invested. Top 3 holdings mein HDFC Bank, ICICI Bank, aur Reliance Industries hain. Nippon India Liquid Fund ka asset allocation bhi diversified hai, lekin zyada debt mein invested hai.

SIP Calculator – Compare Growth Potential

HDFC Flexi Cap Fund

1664275.59

@17.8% annual return (3Y)

Nippon India 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?

HDFC Flexi Cap Fund ka 5Y return 17.6% hai, jo Nippon India Liquid Fund se zyada hai, 6.14%.

Q2: Is the higher risk fund worth it?

Haan, HDFC Flexi Cap Fund ka higher risk worth hai, kyunki iska Sharpe ratio 0.87 hai, jo Nippon India Liquid Fund se kam hai, 3.83.

Q3: Which fund is more cost‑effective?

Nippon India Liquid Fund zyada cost-effective hai, kyunki iska expense ratio 0.2% hai, jo HDFC Flexi Cap Fund se kam hai, 0.67%.

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.