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HDFC Liquid Fund vs Motilal Oswal Liquid Fund

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

3Y Return

6.83%

VS

3Y Return

6.55%

Today, humein do liquid funds ka comparison karne ka mauka milta hai, HDFC Liquid Fund aur Motilal Oswal Liquid Fund. Ye donon funds low-risk category mein aate hain aur apne investors ke liye aamtaur par 6-7% ki annual return dete hain. Is article mein, hum apne readers ko pata karwaaenge ki yeh donon fund kaise hain, unka comparison kitna aavashyak hai, aur kis fund ko long-term wealth creation ke liye prefer karna chahiye.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBMotilal Oswal Liquid Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundMotilal Oswal
CategoryLiquidLiquid Fund
NAV (₹)5466.1214.67
AUM (₹ Cr)7.29 Lac Cr3.37 Lac Cr
Expense Ratio (%)0.2%0.12%
RiskometerLowLow
Volatility0.110.12
Sharpe Ratio30.42
1 Year Return (%)6.08%5.84%
3 Year Return (%)6.83%6.55%
5 Year Return (%)6.01%5.76%
Since Launch (%)34.46%5.29%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 200620 December 2018
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Niket Shah (3.5 years yrs)
BenchmarkNIFTY Liquid IndexNIFTY Liquid Index
Top 3 HoldingsReserve Bank of India (5.23%), Reserve Bank of India (4.44%), Reserve Bank of India (3.79%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationCP: 47.67% | CD: 31.92% | T-Bills: 19.85% | Debenture: 2.05% | Bonds/NCD: 0.13% | Debt: 0.06% | SDL: 0.04%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover203%261%

🤖 AI Verdict – Which is Better?

Humein dekhte hain ki HDFC Liquid Fund 3Y return mein 6.83% ki return dete hain, lekin expense ratio 0.2% hai. Motilal Oswal Liquid Fund 3Y return mein 6.55% dete hain, lekin expense ratio 0.12% hai. Riskometer donon fund low hai, lekin volatility Motilal Oswal Liquid Fund mein 0.12% hai. Isliye, hamara verdict hai ki Motilal Oswal Liquid Fund long-term wealth creation ke liye better hai.

Why consider HDFC Liquid Fund?

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

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

Monthly SIP ke liye, humein stability aur return consistency ko dikhana hai. HDFC Liquid Fund ke 3Y return mein stability dekhne ko milega, lekin Motilal Oswal Liquid Fund ki expense ratio thodi kam hai. Lekin, HDFC Liquid Fund ki asset allocation CP, CD, aur T-Bills mein adhik hai, jo SIP ke liye achhi hai. Isliye, hamara verdict hai ki HDFC Liquid Fund monthly SIP ke liye better hai.

⚠️ Risk & Cost Analysis

Riskometer donon fund low hai, lekin volatility Motilal Oswal Liquid Fund mein 0.12% hai, jo HDFC Liquid Fund (0.11%) se adhik hai. Sharpe ratio Motilal Oswal Liquid Fund mein 0.42 hai, jo HDFC Liquid Fund (3) se kam hai. Expense ratio Motilal Oswal Liquid Fund mein 0.12% hai, jo HDFC Liquid Fund (0.2%) se kam hai. Isliye, Motilal Oswal Liquid Fund me better risk-adjusted returns milti hain.

📊 Portfolio Diversification

HDFC Liquid Fund ki asset allocation CP, CD, aur T-Bills mein adhik hai, jo portfolio diversification ke liye achhi hai. Lekin, top holdings concentration Reserve Bank of India mein adhik hai, jo sector risk ko badhava deta hai. Motilal Oswal Liquid Fund ki asset allocation T-Bills mein adhik hai, jo portfolio diversification ke liye achhi hai. Isliye, Motilal Oswal Liquid Fund portfolio diversification ke liye better hai.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% 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 Liquid Fund 5Y return mein 6.01% ki return dete hain, jo Motilal Oswal Liquid Fund (5.76%) se adhik hai. Isliye, HDFC Liquid Fund long run mein better returns dete hai.

Q2: Is the higher risk fund worth it?

Motilal Oswal Liquid Fund ki volatility 0.12% hai, jo HDFC Liquid Fund (0.11%) se adhik hai. Sharpe ratio Motilal Oswal Liquid Fund mein 0.42 hai, jo HDFC Liquid Fund (3) se kam hai. Isliye, Motilal Oswal Liquid Fund ki higher risk ko worth nahi kaha ja sakta.

Q3: Which fund is more cost-effective?

Motilal Oswal Liquid Fund ki expense ratio 0.12% hai, jo HDFC Liquid Fund (0.2%) se kam hai. Isliye, Motilal Oswal Liquid Fund more 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.