Motilal Oswal Large Cap Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
14.7%
Ab hum aapko do fund - Motilal Oswal Large Cap Fund aur Edelweiss Mutual Fund Large Cap Fund - ke beech ka comparison karne aaye hain. Ye dono fund large-cap category mein aate hain aur aapko pata chalega ki kis fund mein invest karna better hai.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Edelweiss Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 12.9 |
| Sharpe Ratio | 0.46 | 0.64 |
| 1 Year Return (%) | -1.96% | -4.02% |
| 3 Year Return (%) | 12.12% | 14.7% |
| 5 Year Return (%) | 12.11% | 12.03% |
| Since Launch (%) | 14.83% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
Haan, yeh to saaf hai ki Edelweiss Mutual Fund Large Cap Fund 3Y return, expense ratio aur risk ke hisab se better fund hai. Yeh fund 14.7% 3Y return deta hai, jo ki Motilal Oswal Large Cap Fund ki 12.12% se zyada hai. Lekin, expense ratio ke hisab se dono fund bahut hi acche hain aur Edelweiss Mutual Fund Large Cap Fund ki expense ratio 0.52% hai, jo ki Motilal Oswal Large Cap Fund ki 0.82% se kam hai. Dekho, yeh fund riskometer ke hisab se bhi Very High hai, lekin Sharpe ratio ke hisab se yeh fund 0.64 hai, jo ki Motilal Oswal Large Cap Fund ki 0.46 se zyada 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
SIP ke liye, yeh dono fund acche hain, lekin Edelweiss Mutual Fund Large Cap Fund ki consistency aur return stability ke hisab se yeh fund better hai. Yeh fund 1Y return mein -4.02% return deta hai, jo ki Motilal Oswal Large Cap Fund ki -1.96% se kam hai. Chaliye, aap SIP ke liye Edelweiss Mutual Fund Large Cap Fund ko try kar sakte hain.
⚠️ Risk & Cost Analysis
Riskometer, volatility aur Sharpe ratio ke hisab se, yeh dono fund bahut hi riski hain, lekin Edelweiss Mutual Fund Large Cap Fund ki volatility 12.9 hai, jo ki Motilal Oswal Large Cap Fund ki 12.29 se zyada hai. Lekin, Sharpe ratio ke hisab se, Edelweiss Mutual Fund Large Cap Fund 0.64 hai, jo ki Motilal Oswal Large Cap Fund ki 0.46 se zyada hai. Dekho, expense ratio ke hisab se, Edelweiss Mutual Fund Large Cap Fund ki 0.52% expense ratio hai, jo ki Motilal Oswal Large Cap Fund ki 0.82% se kam hai.
📊 Portfolio Diversification
Asset allocation ke hisab se, yeh dono fund 96% equity aur 4% T-Bills mein invest karte hain. Lekin, top holdings concentration ke hisab se, Edelweiss Mutual Fund Large Cap Fund ki top 3 holdings - HDFC Bank Ltd., ICICI Bank Ltd. aur Reliance Industries Ltd. - mein aapko lagta hai ki yeh fund sector risk ke hisab se bhi riski hai. Dekho, Motilal Oswal Large Cap Fund ki asset allocation aur top holdings concentration bhi thoda hi different hain, lekin yeh fund bhi sector risk ke hisab se riski hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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 Edelweiss Mutual Fund Large Cap Fund 5Y return mein 12.03% deta hai, jo ki Motilal Oswal Large Cap Fund ki 12.11% se kam hai. Lekin, 3Y return mein, Edelweiss Mutual Fund Large Cap Fund 14.7% deta hai, jo ki Motilal Oswal Large Cap Fund ki 12.12% se zyada hai.
Q2: Is the higher risk fund worth it?
Haan, yeh to saaf hai ki Edelweiss Mutual Fund Large Cap Fund ki volatility 12.9 hai, jo ki Motilal Oswal Large Cap Fund ki 12.29 se zyada hai. Lekin, Sharpe ratio ke hisab se, Edelweiss Mutual Fund Large Cap Fund 0.64 hai, jo ki Motilal Oswal Large Cap Fund ki 0.46 se zyada hai. Dekho, expense ratio ke hisab se, Edelweiss Mutual Fund Large Cap Fund ki 0.52% expense ratio hai, jo ki Motilal Oswal Large Cap Fund ki 0.82% se kam hai.
Q3: Which fund is more cost-effective?
Sach ye hai ki Edelweiss Mutual Fund Large Cap Fund ki expense ratio 0.52% hai, jo ki Motilal Oswal Large Cap Fund ki 0.82% se kam hai. Lekin, yeh dono fund bahut hi acche hain aur aapko lagta hai ki yeh fund 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