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HDFC Liquid Fund vs Quantum 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

6.56%

Dekho, aaj hum do Liquid Funds ke beech ki tulna karenge - HDFC Liquid Fund aur Quantum Mutual Fund Liquid Fund. Yeh tumhe pata chalega ki in dono funds ke categories aur performance ke beech kya farak hai.

ParameterAHDFC Liquid Fund - Direct Plan - GrowthBQuantum Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundQuantum Mutual Fund
CategoryLiquidLiquid Fund
NAV (₹)5466.1237.04
AUM (₹ Cr)7.29 Lac Cr4.34 Lac Cr
Expense Ratio (%)0.2%0.12%
RiskometerLowLow
Volatility0.110.11
Sharpe Ratio30.55
1 Year Return (%)6.08%5.71%
3 Year Return (%)6.83%6.56%
5 Year Return (%)6.01%5.82%
Since Launch (%)34.46%6.72%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 April 20069 April 2006
Exit LoadNilNil
Fund ManagerDhruv Muchhal; Rohan Pillai; Swapnil Jangam (3.6 years yrs)Atul Kumar (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%231%

🤖 AI Verdict – Which is Better?

Humari rochak hai ki Fund A (HDFC Liquid Fund) long-term wealth creation ke liye better hai. Yeh 3Y return, expense ratio, aur risk ke mukabale Fund B (Quantum Mutual Fund Liquid Fund) se better hai. Haan, expense ratio Fund B ki side hai, lekin 3Y return Fund A ki side hai.

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 Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.56%
  • AUM: 4.34 Lac Cr
  • Sharpe Ratio: 0.55

📈 SIP Suitability

Monthly SIP ke liye dono funds suitable hain, lekin Fund A consistency aur return stability ke mukabale Fund B se better hai. Fund A ki 3Y return 6.83% hai, jabki Fund B ki 6.56% hai. Chaliye, Fund A ki side hai.

⚠️ Risk & Cost Analysis

Riskometer, volatility, Sharpe ratio, aur expense ratio ke mukabale Fund A better risk-adjusted returns offer karta hai. Fund A ki riskometer Low hai, volatility 0.11 hai, aur Sharpe ratio 3 hai. Fund B ki riskometer bhi Low hai, lekin volatility aur Sharpe ratio Fund A ki side hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration ke mukabale Fund B ki portfolio diversification Fund A se better hai. Fund B ki asset allocation T-Bills, CD, CP, aur Cash mein hai, jo kaafi diversified hai. Fund A ki asset allocation CP, CD, T-Bills, aur Debenture mein hai, jismein T-Bills ki percentage choti hai. Sach ye hai, Fund B ki portfolio sector risk Fund A ki portfolio se kam hai.

SIP Calculator – Compare Growth Potential

HDFC Liquid Fund

862254.72

@6.8% annual return (3Y)

Quantum Mutual Fund Liquid Fund

849400.65

@6.6% 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?

Answer based on 5Y/3Y returns, Fund A ke 5Y return 6.01% hai, jo Fund B ke 5.82% se better hai. Isliye, Fund A long run ke liye better hai.

Q2: Is the higher risk fund worth it?

Answer comparing volatility and Sharpe ratio, Fund A ki volatility 0.11 hai, jo Fund B ki 0.11 se kam hai. Sharpe ratio ke mukabale Fund A ki Sharpe ratio 3 hai, jo Fund B ki 0.55 se better hai. Isliye, Fund A ki higher risk worth hai.

Q3: Which fund is more cost-effective?

Answer comparing expense ratio, Fund B ki expense ratio 0.12% hai, jo Fund A ki 0.2% se kam hai. Isliye, Fund B 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.