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
19.68%
Aap log bahut se Mutual Funds ke baare mein sochte hain, lekin kya aap jaante hain ki Fund A aur Fund B dono Large Cap Mutual Funds hain? Ye Fund Aapko apni investmen ki shuruaat karne ke liye ek achha vikalp de sakte hain. Is lekh mein, hum aapko Fund A aur Fund B ke beech ka comparison karenge, taki aap apne investmen ke liye sabse accha Fund chune.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 18.82 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 11.34 |
| Sharpe Ratio | 0.46 | 1.16 |
| 1 Year Return (%) | -1.96% | 4.44% |
| 3 Year Return (%) | 12.12% | 19.68% |
| 5 Year Return (%) | 12.11% | 5.62% |
| Since Launch (%) | 14.83% | 14.6% |
| 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?
Apne 3 saal ke return, expense ratio aur risk ke baare mein dekha jata hai, to hum sochte hain ki Fund A acha Fund hai. Fund A ka 3 saal ka return 12.12% hai, jo ki Fund B ke 19.68% se kam hai. Lekin, Fund A ka expense ratio 0.82% hai, jo ki Fund B ke 1.52% se kam hai. Isliye, Fund A ka risk-adjusted return better 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: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
Hum sochte hain ki Fund A monthly SIP ke liye acha Fund hai. Fund A ka 3 saal ka return consistent hai, aur expense ratio bhi kam hai. Isliye, Fund A monthly SIP ke liye acha Fund hai.
⚠️ Risk & Cost Analysis
Hum riskometer, volatility, Sharpe ratio aur expense ratio ke baare mein dekhte hain. Fund A ka riskometer Very High hai, lekin volatility 12.29 hai, jo ki Fund B ke 11.34 se jyada hai. Sharpe ratio mein bhi Fund A kam hai. Isliye, Fund B ka risk-adjusted return better hai.
📊 Portfolio Diversification
Hum asset allocation aur top holdings concentration ke baare mein dekhte hain. Dono Fund A aur Fund B ka asset allocation ek hi hai, lekin top holdings mein HDFC Bank Ltd. aur ICICI Bank Ltd. dono Fund A aur Fund B mein aaye hain. Isliye, dono Fund A aur Fund B mein sector risk hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Axis Bluechip Fund
₹1872598.46
@19.7% 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?
Sach ye hai ki Fund A ka 5 saal ka return 12.11% hai, jo ki Fund B ke 5.62% se jyada hai. Isliye, Fund A Fund B se better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka Sharpe ratio 1.16 hai, jo ki Fund A ke 0.46 se jyada hai. Isliye, Fund B ka risk-adjusted return better hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 0.82% hai, jo ki Fund B ke 1.52% se kam hai. Isliye, Fund A Fund B se cost-effective 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