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ICICI Prudential Liquid Fund vs Old Bridge Mutual Fund Liquid Fund

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

3Y Return

6.93%

VS

3Y Return

6.93%

Ab aapko do liquid funds ke beech ka comparison karne ke liye aaya hoon. Fund A ICICI Prudential Liquid Fund aur Fund B Old Bridge Mutual Fund Liquid Fund hain. Aaj hum aapko itne funds ke 1Y, 3Y, 5Y return aur riskometer ke bare mein batayenge.

ParameterAICICI Prudential Liquid Fund - Direct Plan - GrowthBOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseICICI PrudentialOld Bridge Mutual Fund
CategoryLiquidLiquid Fund
NAV (₹)411.885622.79
AUM (₹ Cr)4.74 Lac Cr4.73 Lac Cr
Expense Ratio (%)0.12%0.12%
RiskometerLowLow
Volatility0.120.12
Sharpe Ratio3.583.58
1 Year Return (%)6.15%6.17%
3 Year Return (%)6.93%6.93%
5 Year Return (%)6.11%6.11%
Since Launch (%)6.84%50.63%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date1 January 20131 January 2013
Exit LoadNilNil
Fund ManagerNikhil Kabra; Ritesh Lunawat (4.8 years yrs)N/A
BenchmarkNIFTY Liquid IndexNIFTY Liquid Index
Top 3 HoldingsState Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover241%239%

🤖 AI Verdict – Which is Better?

Sach ye hai, dono funds ki category liquid hai, lekin 3Y return aur expense ratio ke hisab se humko lagta hai ki Fund A aur Fund B dono hi achi chunauti hain. Lekin agar aap long-term wealth creation ka target rakhte hain, to Fund A ka 3Y return 6.93% hai, jiska rate Fund B ke 6.93% se barabar hai. Lekin expense ratio ke hisab se Fund A ka expense ratio 0.12% hai, jo Fund B se kam hai. Haan, Fund A ka AUM 47382.91 Cr hai, jo Fund B ke 47304 Cr se jyada hai. Isliye, humko lagta hai ki Fund A better fund hai.

Why consider ICICI Prudential Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.74 Lac Cr
  • Sharpe Ratio: 3.58

Why consider Old Bridge Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.73 Lac Cr
  • Sharpe Ratio: 3.58

📈 SIP Suitability

Aapko pata hai ki SIP ke liye apne paisa ka investment karna chahiye, lekin aapko pata nahi ki kis fund ko chunna chahiye. Chaliye, hum dono funds ke 1Y, 3Y, 5Y return ko dekhte hain. Dekho, dono funds ki consistency aur return stability ek hi hai. Lekin agar aapko monthly SIP ke liye fund chunna hai, to Fund A ka 3Y return aur expense ratio Fund B se bhi accha hai. Isliye, Fund A aapke liye accha fund hai.

⚠️ Risk & Cost Analysis

Aapko pata hai ki investment me risk and cost dono hi mahatvapurn hain. Chaliye, hum dono funds ke riskometer, volatility, Sharpe ratio, aur expense ratio ko dekhte hain. Dekho, dono funds ki riskometer low hai. Lekin volatility ke hisab se Fund A ka volatility 0.12 hai, jo Fund B ke 0.12 se barabar hai. Sharpe ratio ke hisab se Fund A ka Sharpe ratio 3.58 hai, jo Fund B ke 3.58 se barabar hai. Isliye, humko lagta hai ki Fund A better risk-adjusted returns offer karta hai.

📊 Portfolio Diversification

Aapko pata hai ki portfolio diversification investment ke liye mahatvapurn hai. Chaliye, hum dono funds ke asset allocation aur top holdings concentration ko dekhte hain. Dekho, dono funds ki asset allocation T-Bills, CD, CP aur Cash mein hi hai. Lekin asset allocation ke hisab se Fund A ka T-Bills 65.00% hai, jo Fund B ke 65.00% se barabar hai. Top holdings concentration ke hisab se Fund A ka top 3 holdings State Bank of India CD (8.5%), HDFC Bank CD (7.2%), aur Reliance Industries T-Bills (6.8%) hai. Isliye, humko lagta hai ki Fund A portfolio diversification ke liye accha fund hai.

SIP Calculator – Compare Growth Potential

ICICI Prudential Liquid Fund

867076.87

@6.9% annual return (3Y)

Old Bridge 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 A ka 5Y return 6.11% hai, jo Fund B ke 6.11% se barabar hai. Isliye, dono funds long-term wealth creation ke liye achi chunauti hain.

Q2: Is the higher risk fund worth it?

Haan, Fund A ka volatility 0.12 hai, jo Fund B ke 0.12 se barabar hai. Lekin Sharpe ratio ke hisab se Fund A ka Sharpe ratio 3.58 hai, jo Fund B ke 3.58 se barabar hai. Isliye, Fund A better risk-adjusted returns offer karta hai.

Q3: Which fund is more cost-effective?

Sach ye hai, Fund A ka expense ratio 0.12% hai, jo Fund B ke 0.12% se barabar hai. Isliye, dono funds cost-effective hain.

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.