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Liquid FundVSMid Cap
JM Financial Liquid Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.97%
VS
3Y Return
1.9%
| Parameter | AJM Financial Liquid Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | JM Financial | Old Bridge Mutual Fund |
| Category | Liquid Fund | Mid Cap |
| NAV (₹) | 363.19 | 10.59 |
| AUM (₹ Cr) | 4.08 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.12% | 1.75% |
| Riskometer | Low | Very High |
| Volatility | 0.12 | 15.35 |
| Sharpe Ratio | 3.92 | 1.82 |
| 1 Year Return (%) | 6.21% | 5.79% |
| 3 Year Return (%) | 6.97% | 1.9% |
| 5 Year Return (%) | 6.16% | 1.13% |
| Since Launch (%) | 6.24% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 8 March 2016 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Asit Bhandarkar (3.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty Midcap 150 TRI |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 259% | 31% |
Why consider JM Financial Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.97%
- AUM: 4.08 Lac Cr
- Sharpe Ratio: 3.92
Why consider Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
SIP Calculator – Compare Growth Potential
JM Financial Liquid Fund
₹869015.12
@7.0% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ 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.