Motilal Oswal Large Cap Fund vs Old Bridge Mutual Fund Multi 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%
Mutual fund investors, chaliye, we are going to compare two funds - Motilal Oswal Large Cap Fund and Old Bridge Mutual Fund Multi Cap Fund. Dekho, both funds belong to different categories - Large Cap and Multi Cap. We will help you decide which fund is better for long-term wealth creation.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Old Bridge Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 13.56 | 8.38 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 13.85 |
| Sharpe Ratio | 0.46 | 1.82 |
| 1 Year Return (%) | -1.96% | -11.42% |
| 3 Year Return (%) | 12.12% | 1.9% |
| 5 Year Return (%) | 12.11% | 1.13% |
| Since Launch (%) | 14.83% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Niket Shah (3.5 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC 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 Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 26% | 38% |
🤖 AI Verdict – Which is Better?
Haan, after analyzing the performance of both funds, we can say that Motilal Oswal Large Cap Fund is a better performer for long-term wealth creation. Its 3Y return of 12.12% is significantly higher than Old Bridge Mutual Fund Multi Cap Fund's 1.9% return. Lekin, the expense ratio of Motilal Oswal Large Cap Fund (0.82%) is lower than Old Bridge Mutual Fund Multi Cap Fund (1.68%). Riskometer of both funds is Very High, but Motilal Oswal Large Cap Fund offers better risk-adjusted returns.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Chaliye, let's see which fund is better for a monthly SIP for 10+ years. Both funds are high-risk, but Motilal Oswal Large Cap Fund offers more consistent returns. Its 1Y return of -1.96% is lower than Old Bridge Mutual Fund Multi Cap Fund's -11.42%, but its 3Y return of 12.12% is higher. Dekho, Motilal Oswal Large Cap Fund is a better choice for a long-term SIP.
⚠️ Risk & Cost Analysis
Riskometer of both funds is Very High, but volatility of Motilal Oswal Large Cap Fund (12.29) is lower than Old Bridge Mutual Fund Multi Cap Fund (13.85). Sharpe ratio of Motilal Oswal Large Cap Fund (0.46) is also lower than Old Bridge Mutual Fund Multi Cap Fund (1.82). Lekin, its expense ratio (0.82%) is lower than Old Bridge Mutual Fund Multi Cap Fund (1.68%). Sach ye hai, Motilal Oswal Large Cap Fund offers better risk-adjusted returns.
📊 Portfolio Diversification
Both funds have a high equity allocation - 96% for Motilal Oswal Large Cap Fund and 97% for Old Bridge Mutual Fund Multi Cap Fund. Dekho, asset allocation of both funds is similar, but Motilal Oswal Large Cap Fund has a more diversified top holdings concentration. HDFC Bank Ltd. (8.5%) and ICICI Bank Ltd. (7.8%) are its top holdings, while HDFC Bank Ltd. (6.5%) and ICICI Bank Ltd. (5.8%) are the top holdings of Old Bridge Mutual Fund Multi Cap Fund.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Old Bridge Mutual Fund Multi 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?
Sach ye hai, Motilal Oswal Large Cap Fund gives better returns in the long run. Its 5Y return of 12.11% is higher than Old Bridge Mutual Fund Multi Cap Fund's 1.13% return.
Q2: Is the higher risk fund worth it?
Haan, the Sharpe ratio of Old Bridge Mutual Fund Multi Cap Fund (1.82) is higher than Motilal Oswal Large Cap Fund (0.46), but its volatility (13.85) is higher. Lekin, if you are a risk-taker, Old Bridge Mutual Fund Multi Cap Fund might be worth considering.
Q3: Which fund is more cost-effective?
Sach ye hai, Motilal Oswal Large Cap Fund is more cost-effective with an expense ratio of 0.82%. Old Bridge Mutual Fund Multi Cap Fund has an expense ratio of 1.68%, which is higher.
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