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LiquidVSFlexi Cap

HDFC Liquid Fund vs Franklin Templeton Flexi Cap Fund

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

3Y Return

6.83%

VS

3Y Return

14.63%

Dekho, aap dono fundon ka category aur is article mein aapko kya seekha jayega, iske baare mein jaanna zaroori hai. Hum aapko HDFC Liquid Fund aur Franklin Templeton Flexi Cap Fund ke beech ka comparison karne jaane waale hain.

Yeh dono fund SEBI-registered hain aur investment ke liye achchhe options ho sakte hain. Lekin, yeh fund aise hi nahi hain aur humein inke beech ka comparison karke aapko pata chal sakta hai ki kis fund mein lagat karna achchha hai.

Haan, yeh article aapko dono fundon ke baare mein sahi jaankari dijayega aur aap apne investment ke liye aisa fund chun sakte hain jo aapke liye best ho.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBFranklin Templeton Flexi Cap Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundFranklin Templeton
CategoryLiquidFlexi Cap
NAV (₹)5466.12110.79
AUM (₹ Cr)7.29 Lac Cr1.90 Lac Cr
Expense Ratio (%)0.2%0.96%
RiskometerLowVery High
Volatility0.1114.27
Sharpe Ratio30.57
1 Year Return (%)6.08%-2.38%
3 Year Return (%)6.83%14.63%
5 Year Return (%)6.01%12.31%
Since Launch (%)34.46%14.46%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 20062 January 2013
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Anand Radhakrishnan (3.5 years yrs)
BenchmarkNIFTY Liquid IndexNifty 500 TRI
Top 3 HoldingsReserve Bank of India (5.23%), Reserve Bank of India (4.44%), Reserve Bank of India (3.79%)HDFC Bank Ltd. (8.2%), ICICI Bank Ltd. (6.9%), Infosys Ltd. (5.5%)
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: 95.00% | T-Bills: 5.00%
Portfolio Turnover203%48%

🤖 AI Verdict – Which is Better?

Sach ye hai, agar aap long-term wealth creation ka target rakhte hain, to yeh fund aapke liye Franklin Templeton Flexi Cap Fund hai. Is fund ka 3Y return 14.63% hai, jabki HDFC Liquid Fund ka 3Y return 6.83% hai.

Lekin, yeh fund ka expense ratio 0.96% hai, jo HDFC Liquid Fund ka expense ratio 0.2% se adhik hai. Isliye, yeh fund aapke liye cost-effective nahi hai. Haan, yeh fund ka riskometer Very High hai, lekin yeh fund aapke liye long-term wealth creation ka best option hai.

Haan, yeh verdict aapke liye sabse best hai, lekin aapko apne investment ke liye aisa fund chunna hai jo aapke liye best ho.

Why consider HDFC Liquid Fund?

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

Why consider Franklin Templeton Flexi Cap Fund?

  • Expense ratio: 0.96%
  • 3Y return: 14.63%
  • AUM: 1.90 Lac Cr
  • Sharpe Ratio: 0.57

📈 SIP Suitability

SIP (Systematic Investment Plan) ke liye, hum HDFC Liquid Fund ko aapke liye best fund samjhate hain. Is fund ka 5Y return 6.01% hai, jo Franklin Templeton Flexi Cap Fund ka 5Y return 12.31% se kam hai.

Lekin, HDFC Liquid Fund ka riskometer Low hai, jo Franklin Templeton Flexi Cap Fund ka riskometer Very High se thoda kam hai. Haan, HDFC Liquid Fund ka expense ratio 0.2% hai, jo Franklin Templeton Flexi Cap Fund ka expense ratio 0.96% se kam hai.

Haan, yeh fund aapke liye SIP ke liye best hai, lekin aapko apne investment ke liye aisa fund chunna hai jo aapke liye best ho.

⚠️ Risk & Cost Analysis

Riskometer ke hisab se, HDFC Liquid Fund ka riskometer Low hai, jo Franklin Templeton Flexi Cap Fund ka riskometer Very High se thoda kam hai. Haan, HDFC Liquid Fund ka volatily 0.11 hai, jo Franklin Templeton Flexi Cap Fund ka volatily 14.27 se kam hai.

Lekin, Franklin Templeton Flexi Cap Fund ka Sharpe ratio 0.57 hai, jo HDFC Liquid Fund ka Sharpe ratio 3 se kam hai. Haan, HDFC Liquid Fund ka expense ratio 0.2% hai, jo Franklin Templeton Flexi Cap Fund ka expense ratio 0.96% se kam hai.

Haan, yeh fund aapke liye risk-adjusted returns ke hisab se best hai, lekin aapko apne investment ke liye aisa fund chunna hai jo aapke liye best ho.

📊 Portfolio Diversification

HDFC Liquid Fund ka asset allocation CP mein 47.67% hai, jo Franklin Templeton Flexi Cap Fund ka asset allocation equity mein 95.00% se kam hai. Haan, HDFC Liquid Fund ka top holdings Reserve Bank of India mein 13.46% hai, jo Franklin Templeton Flexi Cap Fund ka top holdings HDFC Bank Ltd. mein 8.2% se kam hai.

Lekin, Franklin Templeton Flexi Cap Fund ka sector risk adhik hai, kyunki yeh fund mein equity investment adhik hai. Haan, HDFC Liquid Fund ka sector risk kam hai, kyunki yeh fund mein CP aur T-Bills investment adhik hai.

Haan, yeh fund aapke liye portfolio diversification ke hisab se best hai, lekin aapko apne investment ke liye aisa fund chunna hai jo aapke liye best ho.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

Franklin Templeton Flexi Cap Fund

1361937.60

@14.6% 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?

Franklin Templeton Flexi Cap Fund ka 5Y return 12.31% hai, jo HDFC Liquid Fund ka 5Y return 6.01% se adhik hai. Haan, yeh fund aapke liye long-term wealth creation ka best option hai.

Q2: Is the higher risk fund worth it?

Franklin Templeton Flexi Cap Fund ka riskometer Very High hai, lekin yeh fund aapke liye long-term wealth creation ka best option hai. Haan, yeh fund ka volatility 14.27 hai, jo HDFC Liquid Fund ka volatility 0.11 se adhik hai.

Q3: Which fund is more cost-effective?

HDFC Liquid Fund ka expense ratio 0.2% hai, jo Franklin Templeton Flexi Cap Fund ka expense ratio 0.96% se kam hai. Haan, yeh fund aapke liye cost-effective 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.