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HDFC Liquid Fund vs Angel One Mutual Fund Multi Cap Fund

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

3Y Return

6.83%

VS

3Y Return

12.7%

Arre dekho, you want to know which fund is better for long-term wealth creation. Today, we're comparing HDFC Liquid Fund and Angel One Mutual Fund Multi Cap Fund. Both funds have different categories and risk profiles. In this article, we'll look at their 1Y, 3Y, and 5Y returns, expense ratio, and riskometer to help you decide which fund is right for you.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBAngel One Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseHDFC Mutual FundAngel One Mutual Fund
CategoryLiquidMulti Cap
NAV (₹)5466.128.38
AUM (₹ Cr)7.29 Lac Cr1.86 Lac Cr
Expense Ratio (%)0.2%1.68%
RiskometerLowVery High
Volatility0.1113.4
Sharpe Ratio31.52
1 Year Return (%)6.08%-11.42%
3 Year Return (%)6.83%12.7%
5 Year Return (%)6.01%7.44%
Since Launch (%)34.46%-11.2%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 20066 November 2024
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Gopal Agrawal; Atul Zabhade (3.2 years yrs)
BenchmarkNIFTY Liquid IndexNifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsReserve Bank of India (5.23%), Reserve Bank of India (4.44%), Reserve Bank of India (3.79%)HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)
Asset AllocationCP: 47.67% | CD: 31.92% | T-Bills: 19.85% | Debenture: 2.05% | Bonds/NCD: 0.13% | Debt: 0.06% | SDL: 0.04%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover203%32%

🤖 AI Verdict – Which is Better?

Sach ye hai, HDFC Liquid Fund is the winner for long-term wealth creation. Its 3Y return of 6.83% is higher than Angel One Mutual Fund Multi Cap Fund's 3Y return of 12.7%. Lekin, HDFC Liquid Fund has a lower expense ratio of 0.2% compared to Angel One Mutual Fund Multi Cap Fund's 1.68%. Its riskometer is also Low, making it a safer choice. Haan, HDFC Liquid Fund is the better choice for long-term wealth creation.

Why consider HDFC Liquid Fund?

  • Expense ratio: 0.2%
  • 3Y return: 6.83%
  • AUM: 7.29 Lac Cr
  • Sharpe Ratio: 3

Why consider Angel One Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 12.7%
  • AUM: 1.86 Lac Cr
  • Sharpe Ratio: 1.52

📈 SIP Suitability

Chaliye, let's talk about SIP suitability. For a monthly SIP for 10+ years, HDFC Liquid Fund is a better choice. Its returns are consistent, and it's less volatile than Angel One Mutual Fund Multi Cap Fund. Dekho, HDFC Liquid Fund's 1Y return is 6.08%, while Angel One Mutual Fund Multi Cap Fund's 1Y return is -11.42%. Its returns are more stable, making it a good choice for SIP investors.

⚠️ Risk & Cost Analysis

Arre, let's analyze the risk and cost of both funds. HDFC Liquid Fund has a Low riskometer and a Sharpe ratio of 3, which is higher than Angel One Mutual Fund Multi Cap Fund's Sharpe ratio of 1.52. Its expense ratio is also lower, at 0.2%. Volatility-wise, HDFC Liquid Fund has a volatility of 0.11, while Angel One Mutual Fund Multi Cap Fund has a volatility of 13.4. Dekho, HDFC Liquid Fund offers better risk-adjusted returns.

📊 Portfolio Diversification

Chaliye, let's talk about portfolio diversification. HDFC Liquid Fund has a more diversified portfolio, with 47.67% of its assets in CP, 31.92% in CD, and 19.85% in T-Bills. Angel One Mutual Fund Multi Cap Fund, on the other hand, has 97% of its assets in Equity. Dekho, HDFC Liquid Fund's portfolio is more diversified, which reduces sector risk.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

Angel One Mutual Fund Multi Cap Fund

1211348.26

@12.7% 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 Liquid Fund gives better returns in the long run, with a 5Y return of 6.01% and a 3Y return of 6.83%.

Q2: Is the higher risk fund worth it?

No, the higher risk fund is not worth it. HDFC Liquid Fund has a lower riskometer and a Sharpe ratio of 3, which is higher than Angel One Mutual Fund Multi Cap Fund's Sharpe ratio of 1.52.

Q3: Which fund is more cost-effective?

HDFC Liquid Fund is more cost-effective, with an expense ratio of 0.2% compared to Angel One Mutual Fund Multi Cap Fund's 1.68%.

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.