Motilal Oswal Large Cap Fund vs Old Bridge 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%
Humne do bade funds, Motilal Oswal Large Cap Fund aur Old Bridge Mutual Fund Large Cap Fund ki comparison ki hai. Ye dono fund Large Cap category mein hain aur hum dikhayenge ki dono mein kya chunautiyan hain aur kya naye investor ko follow karna chahiye. Dekho, hum aapko yeh sahi fund choose karne mein madad karenge.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Old Bridge Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 11.89 |
| Sharpe Ratio | 0.46 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Haan, humne dono fund ki 3Y return dekhi hai aur hum samajhne ka prayaas kiya hai ki kis fund mein long-term wealth creation ke liye aapko lagana chahiye. Fund A ki 3Y return 12.12% hai, jo fund B ki 14.7% se kam hai. Lekin expense ratio ke hisaab se Fund A ka expense ratio 0.82% hai, jo fund B ki 0.52% se adhik hai. Isliye, hum Fund B ko long-term wealth creation ke liye better option maante hain.
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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Chaliye, hum SIP ke liye dono fund ki suitability ka check karte hain. Fund A ki 3Y return stability ke hisaab se thodi kam hai, lekin Fund B ki return stability Fund A ki tulna mein adhik hai. Isliye, hum Fund B ko monthly SIP ke liye better option maante hain.
⚠️ Risk & Cost Analysis
Humne dono fund ki riskometer, volatility, Sharpe ratio aur expense ratio ka check kiya hai. Fund A ka riskometer very high hai, jo fund B ki tulna mein kam hai. Lekin fund A ka Sharpe ratio 0.46 hai, jo fund B ki 0.69 se kam hai. Isliye, hum fund B ko better risk-adjusted returns offer karne wala fund maante hain.
📊 Portfolio Diversification
Humne dono fund ki asset allocation aur top holdings concentration ka comparison kiya hai. Dono fund ki asset allocation equity mein 96% hai, lekin top holdings concentration mein koi bhi fund bhi adhik kamjor nahin hai. Isliye, hum dono fund mein sector risk ki koi bhi problem nahin hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Old Bridge 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?
Answer hai ki Fund B ki 5Y return 12.03% aur 3Y return 14.7% hai, jo Fund A ki 12.11% aur 12.12% se adhik hai. Isliye, Fund B long-term wealth creation ke liye aapko better option deta hai.
Q2: Is the higher risk fund worth it?
Answer hai ki Fund A ka riskometer very high hai, jo Fund B ki tulna mein kam hai. Lekin Fund A ka volatility 12.29 hai, jo Fund B ki 11.89 se adhik hai. Isliye, Fund B ka Sharpe ratio 0.69 hai, jo Fund A ki 0.46 se adhik hai. Isliye, Fund B ki higher risk worth hai.
Q3: Which fund is more cost-effective?
Answer hai ki Fund B ka expense ratio 0.52% hai, jo Fund A ki 0.82% se kam hai. Isliye, Fund B aapko more cost-effective option deta 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