Motilal Oswal Large Cap Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
21.36%
Dekho, aaj hum do bade funds - Motilal Oswal Large Cap Fund aur Axis Bluechip Fund - ke beech ka comparison karne ja rahe hain. Ye dono funds Large Cap category mein aate hain. Hum aapko batayenge ki aapko invest karne ke liye kis fund ka chunav karna chahiye.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 20.09 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 11.32 |
| Sharpe Ratio | 0.46 | 1.31 |
| 1 Year Return (%) | -1.96% | 5.85% |
| 3 Year Return (%) | 12.12% | 21.36% |
| 5 Year Return (%) | 12.11% | 5.92% |
| Since Launch (%) | 14.83% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 16% |
🤖 AI Verdict – Which is Better?
Haan, chaliye aayiye is baat par ki kis fund long-term wealth creation ke liye accha hai. Dekho, 3Y return, expense ratio, aur risk ko dekh kar humne paaya hai ki Axis Bluechip Fund long-term mein accha hai. Iska 3Y return 21.36% hai, jo ki Motilal Oswal Large Cap Fund ka 12.12% se bahut zyada hai. Iske alawa, expense ratio bhi Axis Bluechip Fund ka kam hai, jo ki 0.52% hai. Lekin riskometer mein dono funds ko Very High rating mila hai, lekin Axis Bluechip Fund ka Sharpe ratio 1.31 hai, jo ki Motilal Oswal Large Cap Fund ka 0.46 se zyada hai. To, hum samjate hain ki Axis Bluechip Fund long-term mein accha hai.
Why consider Motilal Oswal Large Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 12.12%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 0.46
Why consider Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
Kya aapko pata hai ki SIP (Systematic Investment Plan) ke liye kis fund accha hai? Dekho, humne SIP ke liye Motilal Oswal Large Cap Fund aur Axis Bluechip Fund ka comparison kiya hai. Motilal Oswal Large Cap Fund ka 3Y return 12.12% hai, jo ki Axis Bluechip Fund ka 21.36% se kam hai. Lekin expense ratio aur riskometer ko dekhkar, hum samjate hain ki Axis Bluechip Fund SIP ke liye accha hai. Iska expense ratio kam hai aur riskometer mein bhi kam hai. To, hum samjate hain ki Axis Bluechip Fund SIP ke liye accha hai.
⚠️ Risk & Cost Analysis
Chaliye aayiye riskometer, volatility, Sharpe ratio, aur expense ratio ko dekhkar humne dekha hai ki kis fund better risk-adjusted returns deta hai. Dekho, Axis Bluechip Fund ka riskometer Very High hai, lekin Sharpe ratio 1.31 hai, jo ki Motilal Oswal Large Cap Fund ka 0.46 se zyada hai. Iske alawa, volatility bhi Axis Bluechip Fund ka kam hai, jo ki 11.32 hai. To, hum samjate hain ki Axis Bluechip Fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Chaliye aayiye asset allocation aur top holdings concentration ko dekhkar humne dekha hai ki kis fund portfolio diversification ko lekar accha hai. Dekho, dono funds ka asset allocation Equity: 96.00% | T-Bills: 4.00% hai, lekin top holdings concentration mein Motilal Oswal Large Cap Fund ka HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. Iske alawa, Axis Bluechip Fund ka bhi HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. To, hum samjate hain ki dono funds mein asset allocation aur top holdings concentration mein kam antar hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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?
Axis Bluechip Fund ki 5Y return 5.92% hai, jo ki Motilal Oswal Large Cap Fund ki 12.11% se kam hai, lekin 3Y return Axis Bluechip Fund ki 21.36% hai, jo ki Motilal Oswal Large Cap Fund ki 12.12% se zyada hai.
Q2: Is the higher risk fund worth it?
Haan, Axis Bluechip Fund ka Sharpe ratio 1.31 hai, jo ki Motilal Oswal Large Cap Fund ka 0.46 se zyada hai. Iske alawa, volatility bhi Axis Bluechip Fund ka kam hai, jo ki 11.32 hai.
Q3: Which fund is more cost‑effective?
Axis Bluechip Fund ka expense ratio 0.52% hai, jo ki Motilal Oswal Large Cap Fund ka 0.82% se kam hai.
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