Motilal Oswal Large Cap Fund vs Quantum 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
7.98%
Dekho, aap humein do mutual funds ke beech comparison karne ke liye aaye hain. Ye hain Motilal Oswal Large Cap Fund aur Quantum Mutual Fund Multi Cap Fund. Aaj hum in donon fundon ki comparison karenge, jisse aapko pata chalega ki kis fund mein long-term investment karna hai.
[VERDICT]| Parameter | AMotilal Oswal Large Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Motilal Oswal | Quantum Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 13.56 | 8.38 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 0.82% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.29 | 13.65 |
| Sharpe Ratio | 0.46 | 0.27 |
| 1 Year Return (%) | -1.96% | -11.42% |
| 3 Year Return (%) | 12.12% | 7.98% |
| 5 Year Return (%) | 12.11% | 4.71% |
| 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) | Atul Kumar (3.5 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% | 35% |
🤖 AI Verdict – Which is Better?
Haan, humara verdict hai ki Motilal Oswal Large Cap Fund zyada accha fund hai long-term wealth creation ke liye. Yeh fund 3Y return mein 12.12% ki return deta hai, jo Quantum Mutual Fund Multi Cap Fund (7.98%) se jyada hai. Lekin, expense ratio ke hisaab se bhi Motilal Oswal Large Cap Fund kam expensive hai (0.82% vs 1.68%). Aur, riskometer ke hisaab se bhi yeh fund kam risk hai (Very High vs Very High). Dekho, yeh sab baatein aapko pata chal gaya hoga ki Motilal Oswal Large Cap Fund zyada accha fund hai.
[SIP_SUITABILITY]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 Quantum Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
SIP (Systematic Investment Plan) kaise hai, aapko pata hai na? Lekin, yeh fund kis mein aapko invest karna chahiye, yeh humein decide karna hai. Motilal Oswal Large Cap Fund 5Y return mein 12.11% ki return deta hai, jo Quantum Mutual Fund Multi Cap Fund (4.71%) se jyada hai. Aur, yeh fund expense ratio mein kam expensive hai (0.82% vs 1.68%). Haan, yeh fund aapke monthly SIP ke liye zyada accha hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Ab, hum aapko batayenge ki yeh do fund kis tarah ka risk lene ke liye taiyar hain. Motilal Oswal Large Cap Fund ki riskometer Very High hai, lekin yeh fund volatility mein kam hai (12.29 vs 13.65). Aur, yeh fund Sharpe ratio mein jyada hai (0.46 vs 0.27), jo kisi fund ki risk-adjusted return ko dikhata hai. Haan, yeh fund aapko better risk-adjusted return deta hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Ab, hum aapko batayenge ki yeh do fund kitne diverse hain. Motilal Oswal Large Cap Fund ki asset allocation Equity mein 96% hai, jisse yeh fund sector risk mein jyada hai. Aur, yeh fund ki top holdings mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hain. Haan, yeh fund ki portfolio concentration jyada hai. Lekin, Quantum Mutual Fund Multi Cap Fund ki asset allocation Equity mein 97% hai, jisse yeh fund sector risk mein jyada hai. Aur, yeh fund ki top holdings mein HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), aur Reliance Industries Ltd. (4.9%) hain. Sach ye hai, yeh fund ki portfolio concentration jyada hai.
[FAQ]SIP Calculator – Compare Growth Potential
Motilal Oswal Large Cap Fund
₹1170031.49
@12.1% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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 fund 5Y return mein 12.11% ki return deta hai, jo Quantum Mutual Fund Multi Cap Fund (4.71%) se jyada hai.
Q2: Is the higher risk fund worth it?
Motilal Oswal Large Cap Fund ki riskometer Very High hai, lekin yeh fund volatility mein kam hai (12.29 vs 13.65). Aur, yeh fund Sharpe ratio mein jyada hai (0.46 vs 0.27), jo kisi fund ki risk-adjusted return ko dikhata hai. Haan, yeh fund aapko better risk-adjusted return deta hai.
Q3: Which fund is more cost-effective?
Motilal Oswal Large Cap Fund expense ratio mein kam expensive hai (0.82% vs 1.68%). Haan, yeh fund aapko cost-effective 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