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HDFC Liquid Fund vs Nippon India Large Cap Fund

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

3Y Return

6.83%

VS

3Y Return

15.4%

Hum aaj do funds ki comparison karne wale hain - Fund A HDFC Liquid Fund aur Fund B Nippon India Large Cap Fund. Ye dono alag alag categories mein hain - Liquid aur Large Cap. Fund A mein humein low risk aur stable returns dekhne ko milege, lekin Fund B mein humein high risk aur high potential returns dekhne ko milege. Apni investment strategy aur risk tolerance ke hisaab se aapko ye dono funds choosne ke liye decision leni hai.

[VERDICT]
ParameterAHDFC Liquid Fund - Direct Plan - GrowthBNippon India Large Cap Fund - Regular Plan - Growth
Fund HouseHDFC Mutual FundNippon India
CategoryLiquidLarge Cap
NAV (₹)5466.1242.22
AUM (₹ Cr)7.29 Lac Cr5.17 Lac Cr
Expense Ratio (%)0.2%1.56%
RiskometerLowVery High
Volatility0.1112.27
Sharpe Ratio30.73
1 Year Return (%)6.08%-0.91%
3 Year Return (%)6.83%15.4%
5 Year Return (%)6.01%3.31%
Since Launch (%)34.46%12.7%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 200629 November 2012
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)
BenchmarkNIFTY Liquid IndexNifty 50
Top 3 HoldingsReserve Bank of India (5.23%), Reserve Bank of India (4.44%), Reserve Bank of India (3.79%)HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%)
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: 96.43%
Portfolio Turnover203%70%

🤖 AI Verdict – Which is Better?

Haan, humein lagta hai ki Fund A HDFC Liquid Fund long-term wealth creation ke liye better fund hai. Ye dono fund 3Y return aur expense ratio ke hisaab se compare kiye ja sakte hain. Fund A ke 3Y return 6.83% hai, jo ki Fund B ke 15.4% se kam hai, lekin expense ratio bahut high hai, 1.56%. Riskometer ke hisaab se bhi Fund A better hai, kyonki iska riskometer low hai.

[SIP_SUITABILITY]

Why consider HDFC Liquid Fund?

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

Why consider Nippon India Large Cap Fund?

  • Expense ratio: 1.56%
  • 3Y return: 15.4%
  • AUM: 5.17 Lac Cr
  • Sharpe Ratio: 0.73

📈 SIP Suitability

Sach ye hai, Fund A HDFC Liquid Fund monthly SIP ke liye better fund hai. Ye fund consistent returns dete hai aur stability se sambandhit hai. Fund B mein volatility ka level bahut high hai, jo ki SIP investors ke liye thoda riski hai.

[RISK_COST]

⚠️ Risk & Cost Analysis

Lekin, Fund B mein Sharpe ratio higher hai, jo ki risk-adjusted returns ke liye ek parameter hai. Lekin expense ratio aur volatility ke hisaab se bhi Fund A better hai. Fund A ka expense ratio 0.2% hai, jo ki Fund B ke 1.56% se kam hai. Volatility ka level bhi Fund A mein kam hai, 0.11.

[PORTFOLIO_INSIGHT]

📊 Portfolio Diversification

Hum dekhte hain, Fund A mein asset allocation bahut diversified hai. CP, CD, T-Bills, Debenture, Bonds/NCD, Debt, aur SDL sabhi ki allocation hai. Lekin Fund B mein asset allocation bahut limited hai, kyonki iska equity allocation 96.43% hai. Top holdings mein bhi Fund B mein HDFC Bank Ltd. aur ICICI Bank Ltd. ki badi allocation hai, jo ki sector risk ka sign hai.

[FAQ]

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

Nippon India Large Cap Fund

1428138.45

@15.4% 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?

Sach ye hai, Fund A HDFC Liquid Fund long-term wealth creation ke liye better fund hai. Iska 5Y return 6.01% hai, jo ki Fund B ke 3.31% se kam hai.

Q2: Is the higher risk fund worth it?

Haan, Fund B mein Sharpe ratio higher hai, jo ki risk-adjusted returns ke liye ek parameter hai. Lekin volatility aur expense ratio ke hisaab se bhi Fund A better hai.

Q3: Which fund is more cost-effective?

Sach ye hai, Fund A HDFC Liquid Fund expense ratio ke hisaab se cost-effective hai. Iska expense ratio 0.2% hai, jo ki Fund B ke 1.56% se kam 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.