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Large CapVSLiquid Fund

Motilal Oswal Large Cap Fund vs Edelweiss Mutual Fund Liquid Fund

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

3Y Return

12.12%

VS

3Y Return

6.99%

Aapke paas do fund hain - Motilal Oswal Large Cap Fund aur Edelweiss Mutual Fund Liquid Fund. Dono fund different categories mein hain, lekin aapko pata chala hai ki aap kis fund mein invest karna chaahte hain. Yeh article aapko fund ki aisi jaankari dekhayega jisse aap apne investment ki decision karein.

ParameterAMotilal Oswal Large Cap Fund - Direct Plan - GrowthBEdelweiss Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseMotilal OswalEdelweiss Mutual Fund
CategoryLarge CapLiquid Fund
NAV (₹)13.563598.40
AUM (₹ Cr)5.35 Lac Cr4.21 Lac Cr
Expense Ratio (%)0.82%0.12%
RiskometerVery HighLow
Volatility12.290.13
Sharpe Ratio0.463.77
1 Year Return (%)-1.96%6.24%
3 Year Return (%)12.12%6.99%
5 Year Return (%)12.11%6.17%
Since Launch (%)14.83%72.46%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date12 February 202427 November 2016
Exit LoadNilNil
Fund ManagerNiket Shah (3.5 years yrs)Bharat Lahoti (3.5 years yrs)
BenchmarkNifty 50NIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 96.00% | T-Bills: 4.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover26%295%

🤖 AI Verdict – Which is Better?

Humare hisaab se, Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai. Yeh fund 3Y return mein 6.99% ka return de raha hai, jo ki Motilal Oswal Large Cap Fund ka 3Y return 12.12% se kam hai. Iske alawa, Edelweiss Mutual Fund Liquid Fund ka expense ratio 0.12% hai, jo ki Motilal Oswal Large Cap Fund ka expense ratio 0.82% se kam hai. Riskometer ke hisaab se bhi, Edelweiss Mutual Fund Liquid Fund ka riskometer Low hai, jo ki Motilal Oswal Large Cap Fund ka Very High se kam 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 Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.99%
  • AUM: 4.21 Lac Cr
  • Sharpe Ratio: 3.77

📈 SIP Suitability

Dono fund SIP ke liye suitable hain, lekin humare hisaab se Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai. Yeh fund apne 3Y return mein consistency ka dikhava raha hai. Iske alawa, Edelweiss Mutual Fund Liquid Fund ka asset allocation stable hai, jo ki Motilal Oswal Large Cap Fund ka asset allocation kam stability ka dikhava raha hai.

⚠️ Risk & Cost Analysis

Dono fund ki riskometer aur volatility ke hisaab se, Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai. Yeh fund ka riskometer Low hai, jo ki Motilal Oswal Large Cap Fund ka Very High se kam hai. Sharpe ratio ke hisaab se bhi, Edelweiss Mutual Fund Liquid Fund ka Sharpe ratio 3.77 hai, jo ki Motilal Oswal Large Cap Fund ka Sharpe ratio 0.46 se kam hai. Expense ratio ke hisaab se bhi, Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai.

📊 Portfolio Diversification

Edelweiss Mutual Fund Liquid Fund ka asset allocation T-Bills, CD, CP, aur cash mein hai. Isse yeh fund ki portfolio diversification behtar hai. Motilal Oswal Large Cap Fund ka asset allocation equity aur T-Bills mein hai, jo ki sector risk ka dikhava raha hai. Iske alawa, Edelweiss Mutual Fund Liquid Fund ka top holdings concentration kam hai, jo ki Motilal Oswal Large Cap Fund ka top holdings concentration jyada hai.

SIP Calculator – Compare Growth Potential

Motilal Oswal Large Cap Fund

1170031.49

@12.1% annual return (3Y)

Edelweiss Mutual Fund Liquid Fund

869986.27

@7.0% 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?

Edelweiss Mutual Fund Liquid Fund ka 5Y return 6.17% hai, jo ki Motilal Oswal Large Cap Fund ka 5Y return 12.11% se kam hai. Lekin, humare hisaab se Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai kyonki yeh fund ka riskometer Low hai aur expense ratio 0.12% hai.

Q2: Is the higher risk fund worth it?

Motilal Oswal Large Cap Fund ka riskometer Very High hai, jo ki Edelweiss Mutual Fund Liquid Fund ka riskometer Low se kam hai. Lekin, Sharpe ratio ke hisaab se, Edelweiss Mutual Fund Liquid Fund ka Sharpe ratio 3.77 hai, jo ki Motilal Oswal Large Cap Fund ka Sharpe ratio 0.46 se kam hai. Isliye, humare hisaab se Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai.

Q3: Which fund is more cost-effective?

Edelweiss Mutual Fund Liquid Fund ka expense ratio 0.12% hai, jo ki Motilal Oswal Large Cap Fund ka expense ratio 0.82% se kam hai. Isliye, humare hisaab se Edelweiss Mutual Fund Liquid Fund aapke liye behtar option hai.

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.