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HDFC Liquid Fund vs PPFAS Mutual Fund Liquid Fund

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

3Y Return

6.83%

VS

3Y Return

6.93%

Chaliye, aaj hum do liquid funds ke beech ki tulna karenge. Fund A HDFC Liquid Fund Direct Plan Growth hai, jabki Fund B PPFAS Mutual Fund Liquid Fund Direct Plan Growth hai. Dekho, ye dono funds low riskometer ke sath aaye hain, lekin aapko jaanana hoga ki kitna return milega aur kitna cost bhi hoga.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBPPFAS Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundPPFAS Mutual Fund
CategoryLiquidLiquid Fund
NAV (₹)5466.125622.79
AUM (₹ Cr)7.29 Lac Cr4.41 Lac Cr
Expense Ratio (%)0.2%0.12%
RiskometerLowLow
Volatility0.110.12
Sharpe Ratio33.58
1 Year Return (%)6.08%6.17%
3 Year Return (%)6.83%6.93%
5 Year Return (%)6.01%6.11%
Since Launch (%)34.46%50.63%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 20061 January 2013
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Rajeev Thakkar (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%249%

🤖 AI Verdict – Which is Better?

Haan, aapki zaroorat hai ki aap ek fund ko chunen, jo long-term wealth creation ke liye aapko best results deta hai. Dekho, 3Y return mein Fund B ne 6.93% return diya hai, jabki Fund A ne 6.83% return diya hai. Expense ratio mein bhi Fund B kam hai, 0.12% hai, jabki Fund A 0.2% hai. Riskometer dono mein low hai, lekin Fund B ke sharpe ratio 3.58 hai, jo Fund A ke 3 se zyada hai. To, hamara verdict hai ki Fund B aapke 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 PPFAS Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.41 Lac Cr
  • Sharpe Ratio: 3.58

📈 SIP Suitability

Lekin, apne 10+ saal ke SIP ke liye kya chunen? Dekho, Fund B ke asset allocation mein T-Bills 65% hain, jo Fund A ke CP 47.67% se kam hai. Lekin, Fund B ke top holdings mein State Bank of India CD aur HDFC Bank CD 15.7% ka hissa hain, jo Fund A ke top holdings mein Reserve Bank of India ka hissa 13.46% hai. To, Fund A aapke SIP ke liye better hai.

⚠️ Risk & Cost Analysis

Riskometer dono mein low hai, lekin Fund B ke volatility 0.12 hai, jo Fund A ke 0.11 se kam hai. Sharpe ratio mein bhi Fund B 3.58 hai, jo Fund A ke 3 se zyada hai. Expense ratio mein bhi Fund B kam hai, 0.12% hai, jabki Fund A 0.2% hai. To, Fund B aapko better risk-adjusted returns deta hai.

📊 Portfolio Diversification

Asset allocation mein Fund A ke CP 47.67% hai, jo Fund B ke T-Bills 65% se kam hai. Lekin, Fund A ke assets mein Reserve Bank of India ka hissa 13.46% hai, jo Fund B ke assets mein State Bank of India CD aur HDFC Bank CD 15.7% ka hissa hai. To, Fund B ka portfolio aapke liye better diversification deta hai.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

PPFAS Mutual Fund Liquid Fund

867076.87

@6.9% 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?

Sach ye hai, Fund B ke 5Y return 6.11% hai, jo Fund A ke 6.01% se zyada hai. To, Fund B aapke liye better returns deta hai.

Q2: Is the higher risk fund worth it?

Haan, Fund B ke higher volatility ko dekha jata hai, lekin sharpe ratio mein bhi Fund B zyada hai. To, Fund B aapko better risk-adjusted returns deta hai.

Q3: Which fund is more cost-effective?

Fund B ke expense ratio 0.12% hai, jo Fund A ke 0.2% se kam hai. To, Fund B aapke liye 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.