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Large CapVSLiquid Fund

Motilal Oswal Large Cap Fund vs Old Bridge 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

6.93%

ParameterAMotilal Oswal Large Cap Fund - Direct Plan - GrowthBOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseMotilal OswalOld Bridge Mutual Fund
CategoryLarge CapLiquid Fund
NAV (โ‚น)13.565622.79
AUM (โ‚น Cr)5.35 Lac Cr4.73 Lac Cr
Expense Ratio (%)0.82%0.12%
RiskometerVery HighLow
Volatility12.290.12
Sharpe Ratio0.463.58
1 Year Return (%)-1.96%6.17%
3 Year Return (%)12.12%6.93%
5 Year Return (%)12.11%6.11%
Since Launch (%)14.83%50.63%
Min SIP (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date12 February 20241 January 2013
Exit LoadNilNil
Fund ManagerNiket Shah (3.5 years yrs)N/A
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%239%

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 Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 4.73 Lac Cr
  • Sharpe Ratio: 3.58

SIP Calculator โ€“ Compare Growth Potential

Motilal Oswal Large Cap Fund

โ‚น1170031.49

@12.1% annual return (3Y)

Old Bridge Mutual Fund Liquid Fund

โ‚น867076.87

@6.9% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

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.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ 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.