Motilal Oswal Large Cap Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.12%
3Y Return
1.9%
Aaj humein do mutual funds ke beech mein tareekh ki comparison karni hai - Motilal Oswal Large Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund. Ye dono fund different categories mein hain, lekin kya fund long-term ke liye behtar hai? Is article mein hum dekheinge ki dono fund ke beech mein kya antar hai aur kis fund se aapko apni paise ki suraksha ke liye lekar chaliye.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Old Bridge Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 13.56 | 10.59 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 15.35 |
| Sharpe Ratio | 0.46 | 1.82 |
| 1 Year Return (%) | -1.96% | 5.79% |
| 3 Year Return (%) | 12.12% | 1.9% |
| 5 Year Return (%) | 12.11% | 1.13% |
| Since Launch (%) | 14.83% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 26% | 31% |
🤖 AI Verdict – Which is Better?
Humare khayalon mein dono fund ke 3Y returns aur expense ratio ka dhyan rakhte hue, Motilal Oswal Large Cap Fund bhaari aage badhne ke liye behtar fund dikh raha hai. Iska 3Y return 12.12% hai, jisse yeh fund apne category mein behtar hai. Lekin, expense ratio mein difference nahin hai, isliye hum isme se thoda sa bura lagte hain. Haan, 5Y return bhi Motilal Oswal Large Cap Fund ke paas hai, lekin aisa nahin hai ki Old Bridge Mutual Fund Mid Cap Fund ki performance poor 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 Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Ab hum yah sochta hain ki SIP ke liye kis fund se aapko chunna chahiye. SIP ke liye hum long-term ke liye fund chunte hai, jisme return stability aur consistency ho. Motilal Oswal Large Cap Fund ke 3Y return aur 5Y return mein koi bada antar nahin hai, lekin iska expense ratio thoda sa bada hai. Isliye, hum yeh keh sakte hain ki Motilal Oswal Large Cap Fund SIP ke liye behtar fund hai.
⚠️ Risk & Cost Analysis
Ab hum dono fund ke riskometer, volatility aur Sharpe ratio ka comparison karte hain. Dekhne mein aata hai ki dono fund ke riskometer ek jaisa hai, lekin volatility mein Motilal Oswal Large Cap Fund thoda sa kam hai. Sharpe ratio mein bhi Motilal Oswal Large Cap Fund behtar hai, isliye yeh fund risk-adjusted returns offer kar raha hai. Expense ratio mein bhi Motilal Oswal Large Cap Fund thoda sa kam hai, isliye yeh fund cost-effective hai.
📊 Portfolio Diversification
Ab hum dono fund ke asset allocation aur top holdings concentration ka comparison karte hain. Motilal Oswal Large Cap Fund mein asset allocation equity se 96% hai, jisse yeh fund behtar diversified hai. Top holdings concentration mein bhi Motilal Oswal Large Cap Fund thoda sa kam hai, isliye yeh fund sector risk se free hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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 ka 5Y return 12.11% hai, jo ki Old Bridge Mutual Fund Mid Cap Fund ka 5Y return 1.13% se bada hai. Isliye, Motilal Oswal Large Cap Fund long-term ke liye behtar fund hai.
Q2: Is the higher risk fund worth it?
Motilal Oswal Large Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund dono fund ke riskometer ek jaisa hai, lekin volatility mein Motilal Oswal Large Cap Fund thoda sa kam hai. Sharpe ratio mein bhi Motilal Oswal Large Cap Fund behtar hai, isliye yeh fund risk-adjusted returns offer kar raha hai. Isliye, higher risk fund ki compare mein Motilal Oswal Large Cap Fund behtar fund hai.
Q3: Which fund is more cost‑effective?
Motilal Oswal Large Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund dono fund ke expense ratio mein koi bada antar nahin hai. Isliye, hum yeh keh sakte hain ki dono fund cost-effective hain. Lekin, Motilal Oswal Large Cap Fund ka AUM thoda sa bada hai, isliye yeh fund investment ke liye behtar option 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