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Motilal Oswal Large Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund

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

3Y Return

12.12%

VS

3Y Return

14.24%

Ab aapke paas do fund hain, Motilal Oswal Large Cap Fund aur Edelweiss Mutual Fund Multi Cap Fund. Ye donon fund Large Cap aur Multi Cap categories mein aate hain. Aaj hum aapko is article mein in dono fund ke beech ka comparison karne ja rahe hain aur aapko pata chalne ki kis fund aapke liye vishesh roop se upyukt hai.

ParameterAMotilal Oswal Large Cap Fund - Direct Plan - GrowthBEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseMotilal OswalEdelweiss Mutual Fund
CategoryLarge CapMulti Cap
NAV (₹)13.5615.12
AUM (₹ Cr)5.35 Lac Cr1.68 Lac Cr
Expense Ratio (%)0.82%1.68%
RiskometerVery HighVery High
Volatility12.2915.25
Sharpe Ratio0.460.68
1 Year Return (%)-1.96%3.12%
3 Year Return (%)12.12%14.24%
5 Year Return (%)12.11%8.32%
Since Launch (%)14.83%16.89%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date12 February 202430 October 2023
Exit LoadNilNil
Fund ManagerNiket Shah (3.5 years yrs)Bharat Lahoti (3.5 years yrs)
BenchmarkNifty 50Nifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsHDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%)
Asset AllocationEquity: 96.00% | T-Bills: 4.00%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover26%55%

🤖 AI Verdict – Which is Better?

Haan, aaj hum aapko pata chalne ki kis fund aapke liye vishesh roop se upyukt hai. Dekho, 3Y return ke hisab se, Motilal Oswal Large Cap Fund 12.12% ka return deta hai, lekin Edelweiss Mutual Fund Multi Cap Fund 14.24% ka return deta hai. Ab aapko pata hai ki Edelweiss Mutual Fund Multi Cap Fund aapke liye vishesh roop se upyukt hai, lekin expense ratio ka hisab karte hue, Motilal Oswal Large Cap Fund aapke liye vishesh roop se upyukt hai. Naya fund invest karte samay aapko apne risk ka dhyan dena chaahiye.

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 Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 14.24%
  • AUM: 1.68 Lac Cr
  • Sharpe Ratio: 0.68

📈 SIP Suitability

SIP ke hisab se, Edelweiss Mutual Fund Multi Cap Fund aapke liye vishesh roop se upyukt hai, kyun ki yeh fund monthly SIP ke liye vishesh roop se upyukt hai. Yeh fund aapko 10+ saal ke liye vishesh roop se upyukt hai, kyun ki yeh fund consistently return deta hai.

⚠️ Risk & Cost Analysis

Riskometer, volatility aur Sharpe ratio ka hisab karte hue, Edelweiss Mutual Fund Multi Cap Fund aapke liye vishesh roop se upyukt hai. Yeh fund aapko better risk-adjusted returns deta hai, lekin expense ratio ka hisab karte hue, Motilal Oswal Large Cap Fund aapke liye vishesh roop se upyukt hai.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration ka hisab karte hue, Motilal Oswal Large Cap Fund aapke liye vishesh roop se upyukt hai. Yeh fund aapko better portfolio diversification deta hai, lekin Edelweiss Mutual Fund Multi Cap Fund aapke liye vishesh roop se upyukt hai, kyun ki yeh fund sector risk ko kam karta hai.

SIP Calculator – Compare Growth Potential

Motilal Oswal Large Cap Fund

1170031.49

@12.1% annual return (3Y)

Edelweiss Mutual Fund Multi Cap Fund

1329792.28

@14.2% 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?

Motilal Oswal Large Cap Fund 5Y return mein Edelweiss Mutual Fund Multi Cap Fund se vishesh roop se upyukt hai.

Q2: Is the higher risk fund worth it?

Edelweiss Mutual Fund Multi Cap Fund ka volatility Edelweiss Mutual Fund Multi Cap Fund se kam hai, lekin yeh fund aapko better risk-adjusted returns deta hai.

Q3: Which fund is more cost-effective?

Motilal Oswal Large Cap Fund ka expense ratio Edelweiss Mutual Fund Multi Cap Fund se kam hai, lekin Edelweiss Mutual Fund Multi Cap Fund aapke liye vishesh roop se upyukt 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.