Motilal Oswal Large Cap Fund vs Quant 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%
Aapko iss article mein hum aapko dwaara Fund A aur Fund B ke beech ki tulna karenge. Ye donon fund Large Cap Category mein aate hain. Aap is article mein seekhenge ki kis fund mein aap long-term mein aur paise badh sakte hain.
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Quant Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 13.56 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 12.4 |
| Sharpe Ratio | 0.46 | 0.66 |
| 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% | 27% |
🤖 AI Verdict – Which is Better?
Long-term mein kisi bhi fund ki safalta ki kya hai, woh 3Y return, expense ratio aur risk ke hisaab se dekhna chahiye. Haan, Fund A ka 3Y return 12.12% hai, jo Fund B ka 14.7% se kam hai. Lekin Fund A ki expense ratio 0.82% hai, jiski tulna Fund B ki 0.52% se karein to yeh bahut badi hai. Isliye, hum Fund B ko long-term mein aapke liye vyaktigat roop se sujhate 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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Aapko monthly SIP ke liye kis fund par rely karna chahiye? Fund A ka 1Y return -1.96% hai, jiski tulna Fund B ka -4.02% se karein to yeh Fund B ka return thoda zyada achha hai. Lekin Fund A ki consistency Fund B se achhi hai, kyonki yeh 3Y aur 5Y mein bahut acche returns de raha hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio ke hisaab se hum dekhate hain ki Fund A ya Fund B kiska risk-adjusted return better hai. Fund A ka riskometer Very High hai, lekin yeh Fund B ka Sharpe ratio 0.66 se kam hai. Isliye, Fund A ka risk-adjusted return Fund B ke liye better hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisaab se hum dekhate hain ki Fund A ya Fund B kis tarah se diversified hai. Fund A ka asset allocation equity mein 96% hai, jiski tulna Fund B ke 96% se karein to yeh donon fund bahut hi similar hain. Lekin Fund A ka top holdings concentration Fund B se kam hai, kyonki yeh HDFC Bank Ltd., ICICI Bank Ltd. aur Reliance Industries Ltd. mein kam se kam 21.8% investment nahi karta hai.
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Quant 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?
Sach ye hai ki Fund B ka 3Y return 14.7% hai, jiski tulna Fund A ka 12.12% se karein to yeh Fund B ka return better hai. Lekin Fund B ka expense ratio Fund A ke 0.82% se kam hai, jiski tulna Fund A ka 5Y return 12.11% hai, jo Fund B ka 12.03% se kam hai.
Q2: Is the higher risk fund worth it?
Sach ye hai ki Fund A ka riskometer Very High hai, lekin yeh Fund B ka volatility 12.4 hai, jo Fund A ka 12.29 se kam hai. Isliye, Fund A ka risk-adjusted return Fund B ke liye better hai.
Q3: Which fund is more cost-effective?
Sach ye hai ki Fund B ka expense ratio 0.52% hai, jo Fund A ka 0.82% se kam hai. Isliye, Fund B aapke liye cost-effective 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