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HDFC Liquid Fund vs Quantum Mutual Fund 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

14.7%

Agar aapko dhoondhna hai ek achhi investment vikalp, toh aapko sabse pehle fund ki category aur unke characteristics samajhna hoga. Maine do funds ki jaankari di hai - HDFC Liquid Fund aur Quantum Mutual Fund Large Cap Fund. Aaj hum in donon funds ki tulna karenge aur kis fund ko aage badhne ke liye viksit karte hain.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundQuantum Mutual Fund
CategoryLiquidLarge Cap
NAV (₹)5466.12497.22
AUM (₹ Cr)7.29 Lac Cr2.40 Lac Cr
Expense Ratio (%)0.2%0.52%
RiskometerLowVery High
Volatility0.1111.75
Sharpe Ratio30.7
1 Year Return (%)6.08%-4.02%
3 Year Return (%)6.83%14.7%
5 Year Return (%)6.01%12.03%
Since Launch (%)34.46%11.65%
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)Atul Kumar (3.5 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. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)
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: 96.00% | T-Bills: 4.00%
Portfolio Turnover203%21%

🤖 AI Verdict – Which is Better?

Haan, yeh fund dono hain, lekin sabse acchi investment vikalp kis fund hai? Dekho, HDFC Liquid Fund ka 3Y return 6.83% hai, jabki Quantum Mutual Fund Large Cap Fund ka 3Y return 14.7% hai. Lekin, Quantum Mutual Fund Large Cap Fund ka riskometer Very High hai, aur expense ratio 0.52% hai. HDFC Liquid Fund ka expense ratio 0.2% hai. Sach ye hai, aapko apni investment strategy ke hisaab se fund chunna hoga.

Why consider HDFC Liquid Fund?

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

Why consider Quantum Mutual Fund Large Cap Fund?

  • Expense ratio: 0.52%
  • 3Y return: 14.7%
  • AUM: 2.40 Lac Cr
  • Sharpe Ratio: 0.7

📈 SIP Suitability

SIP ke liye kis fund ka chayan karna chahiye? Dekho, HDFC Liquid Fund ka 1Y return 6.08% hai, jabki Quantum Mutual Fund Large Cap Fund ka 1Y return -4.02% hai. Isliye, HDFC Liquid Fund SIP ke liye accha hai. Chaliye, iske alawa, HDFC Liquid Fund ka return stability bhi accha hai.

⚠️ Risk & Cost Analysis

Riskometer, volatility, Sharpe ratio, expense ratio - sabke hisaab se kis fund ka risk-adjusted return accha hai? Dekho, HDFC Liquid Fund ka riskometer Low hai, volatility 0.11 hai, Sharpe ratio 3 hai, aur expense ratio 0.2% hai. Isliye, HDFC Liquid Fund ka risk-adjusted return accha hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration - sabke hisaab se kis fund ka portfolio diversification accha hai? Dekho, HDFC Liquid Fund ka asset allocation CP 47.67%, CD 31.92%, T-Bills 19.85%, aur Debenture 2.05% hai. Isliye, HDFC Liquid Fund ka portfolio diversification accha hai. Lekin, Quantum Mutual Fund Large Cap Fund ka asset allocation Equity 96.00% hai, aur HDFC Bank Ltd. 8.5% hai. Isliye, Quantum Mutual Fund Large Cap Fund ka sector risk bhi accha hai.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

Quantum Mutual Fund Large Cap Fund

1367804.07

@14.7% 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 ka 5Y return 6.01% hai, jabki Quantum Mutual Fund Large Cap Fund ka 5Y return 12.03% hai. Isliye, Quantum Mutual Fund Large Cap Fund long run mein accha hai.

Q2: Is the higher risk fund worth it?

Quantum Mutual Fund Large Cap Fund ka volatility 11.75 hai, jabki HDFC Liquid Fund ka volatility 0.11 hai. Isliye, Quantum Mutual Fund Large Cap Fund ka risk accha hai, lekin expense ratio bhi accha hai. Haan, yeh fund worth it hai.

Q3: Which fund is more cost-effective?

HDFC Liquid Fund ka expense ratio 0.2% hai, jabki Quantum Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Isliye, HDFC 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.