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HDFC Liquid Fund vs LIC 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

20.86%

Dekho, aisey to humein dono funds ki categories kaa comparison karna hoga - HDFC Liquid Fund aur LIC Mutual Fund Multi Cap Fund. Fund A ek liquid fund hai, jabki Fund B ek multi cap fund hai. Aaj hum is article mein aapko dono funds ki details denga aur aapko batayenge ki kaunsa fund long-term wealth creation ke liye behtar hai.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBLIC Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseHDFC Mutual FundLIC Mutual Fund
CategoryLiquidMulti Cap
NAV (₹)5466.1219.01
AUM (₹ Cr)7.29 Lac Cr1.60 Lac Cr
Expense Ratio (%)0.2%1.68%
RiskometerLowVery High
Volatility0.1113.9
Sharpe Ratio31.03
1 Year Return (%)6.08%5.23%
3 Year Return (%)6.83%20.86%
5 Year Return (%)6.01%11.46%
Since Launch (%)34.46%21.47%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 20063 February 2023
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Yogesh Patil (3.5 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%38%

🤖 AI Verdict – Which is Better?

Haan, ab hum jante hain ki Fund B ko long-term wealth creation ke like kaha jata hai, lekin expense ratio aur risk ke hisaab se Fund A behtar hai. Fund A ka 3Y return 6.83% hai, jabki Fund B ka 3Y return 20.86% hai. Lekin Fund B ka expense ratio 1.68% hai, jo Fund A se zyada hai. Aur Fund B ka riskometer Very High hai, jo Fund A ke riskometer se zyada hai. Sach ye hai, Fund A behtar fund hai.

Why consider HDFC Liquid Fund?

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

Why consider LIC Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 20.86%
  • AUM: 1.60 Lac Cr
  • Sharpe Ratio: 1.03

📈 SIP Suitability

SIP ke hisaab se, Fund A behtar fund hai. Fund A ka return stability aur consistency 5Y return ke hisaab se dekha jaa sakta hai. Fund A ka 5Y return 6.01% hai, jabki Fund B ka 5Y return 11.46% hai. Lekin, Fund A ka expense ratio Fund B se kam hai. Dekho, yeh data aapko kuchh insight dega.

⚠️ Risk & Cost Analysis

Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se, Fund A behtar fund hai. Fund A ka riskometer Low hai, jo Fund B se kam hai. Fund A ka volatility 0.11 hai, jo Fund B ke volatility 13.9 se kam hai. Aur Fund A ka Sharpe ratio 3 hai, jo Fund B se zyada hai. Lekin, Fund A ka expense ratio Fund B se kam hai. Sach ye hai, Fund A behtar fund hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration ke hisaab se, Fund A behtar fund hai. Fund A ka asset allocation CP, CD, T-Bills, Debenture, Bonds/NCD, Debt, aur SDL mein hai, jo Fund B ke asset allocation (Equity aur T-Bills) se zyada diversified hai. Aur Fund A ka top holdings concentration Reserve Bank of India mein hai, jo Fund B ke top holdings concentration (HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd.) se kam hai. Dekho, yeh data aapko kuchh insight dega.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

LIC Mutual Fund Multi Cap Fund

2021967.48

@20.9% 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 B ka 5Y return 11.46% hai, jo Fund A ka 5Y return 6.01% se zyada hai. Lekin, Fund A ka expense ratio Fund B se kam hai. Sach ye hai, Fund B ka long-term return behtar hai.

Q2: Is the higher risk fund worth it?

Haan, Fund B ka higher risk fund hai, lekin volatility aur Sharpe ratio ke hisaab se, Fund B ko risk-adjusted returns mein behtar fund mana jata hai. Lekin, aapko fund ki risk level aur aapke investment goals ka hisaab lene ke liye pahle kuchh research karna hoga.

Q3: Which fund is more cost-effective?

Fund A ka expense ratio Fund B se kam hai. Fund A ka expense ratio 0.2% hai, jo Fund B ka expense ratio 1.68% se kam hai. Lekin, aapko fund ki performance aur risk level ka hisaab lene ke liye pahle kuchh research karna hoga.

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.