Motilal Oswal Large Cap Fund vs Quant 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
8.67%
dekho, today we're comparing two popular funds - Motilal Oswal Large Cap Fund and Quant Mutual Fund Multi Cap Fund. Both have their own strengths and weaknesses. lekin, what makes them suitable for Indian investors? chaliye, let's dive in and find out!
| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Quant Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 13.56 | 20.99 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 14.55 |
| Sharpe Ratio | 0.46 | 0.15 |
| 1 Year Return (%) | -1.96% | 0.18% |
| 3 Year Return (%) | 12.12% | 8.67% |
| 5 Year Return (%) | 12.11% | 7.6% |
| Since Launch (%) | 14.83% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 12 February 2024 | 11 June 2019 |
| 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% | 46% |
🤖 AI Verdict – Which is Better?
haan, after analyzing the data, we can say that Motilal Oswal Large Cap Fund is a better choice for long-term wealth creation. dekho, its 3Y return is 12.12%, while Quant Mutual Fund Multi Cap Fund's 3Y return is 8.67%. lekin, expense ratio is also a crucial factor, and Motilal Oswal Large Cap Fund has an expense ratio of 0.82%, which is lower than Quant Mutual Fund Multi Cap Fund's 1.68%. Riskometer is also a concern, but both funds have a very high riskometer. Sach ye hai, if you're looking for stable returns with lower risk, Motilal Oswal Large Cap Fund is the way to go.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
📈 SIP Suitability
dekho, for a monthly SIP for 10+ years, Motilal Oswal Large Cap Fund is a better choice. lekin, why? chaliye, its 3Y return is higher, and expense ratio is lower. Sharpe ratio is also higher, which means it offers better risk-adjusted returns. N/A
⚠️ Risk & Cost Analysis
lekin, let's talk about risk. dekho, both funds have a very high riskometer, which means high volatility. haan, Motilal Oswal Large Cap Fund's volatility is 12.29, while Quant Mutual Fund Multi Cap Fund's volatility is 14.55. lekin, Sharpe ratio is also a concern. N/A Motilal Oswal Large Cap Fund's Sharpe ratio is 0.46, while Quant Mutual Fund Multi Cap Fund's Sharpe ratio is 0.15. chaliye, let's compare expense ratio, which is also a crucial factor. Motilal Oswal Large Cap Fund has an expense ratio of 0.82%, while Quant Mutual Fund Multi Cap Fund has an expense ratio of 1.68%. sach ye hai, Motilal Oswal Large Cap Fund offers better risk-adjusted returns.
📊 Portfolio Diversification
dekho, let's talk about asset allocation. haan, both funds have a high equity allocation, but Motilal Oswal Large Cap Fund has a slightly higher equity allocation of 96.00%, while Quant Mutual Fund Multi Cap Fund has an equity allocation of 97.00%. lekin, top holdings concentration is also a concern. chaliye, Motilal Oswal Large Cap Fund's top 3 holdings are HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), and Reliance Industries Ltd. (6.9%), while Quant Mutual Fund Multi Cap Fund's top 3 holdings are HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), and Reliance Industries Ltd. (4.9%). sach ye hai, both funds have a high top holdings concentration, which means sector risk. chaliye, let's compare the sector risk. N/A
SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Quant Mutual Fund Multi Cap Fund
₹956588.14
@8.7% 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, Motilal Oswal Large Cap Fund gives better returns in the long run. dekho, its 5Y return is 12.11% and 3Y return is 12.12%, while Quant Mutual Fund Multi Cap Fund's 5Y return is 7.6% and 3Y return is 8.67%.
Q2: Is the higher risk fund worth it?
haan, if you're looking for higher returns, Quant Mutual Fund Multi Cap Fund might be worth it. lekin, volatility is also high, and Sharpe ratio is lower than Motilal Oswal Large Cap Fund. chaliye, let's compare the risk-adjusted returns. Motilal Oswal Large Cap Fund offers better risk-adjusted returns.
Q3: Which fund is more cost-effective?
sach ye hai, Motilal Oswal Large Cap Fund is more cost-effective. lekin, expense ratio is also a concern. Motilal Oswal Large Cap Fund has an expense ratio of 0.82%, while Quant Mutual Fund Multi Cap Fund has an expense ratio of 1.68%. chaliye, let's compare the exit load. N/A
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