Old Bridge Mutual Fund Liquid Fund vs Aditya Birla Sun Life Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.93%
3Y Return
14.14%
Aapke paas do alag-alag fund hain - Old Bridge Mutual Fund Liquid Fund aur Aditya Birla Sun Life Large Cap Fund. In dono fundon ke categories aur aapko kya seekhne ko milenge, yaha par dekhein.
| Parameter | AOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth | BAditya Birla Sun Life Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Aditya Birla Sun Life |
| Category | Liquid Fund | Large Cap |
| NAV (₹) | 5622.79 | 1009.42 |
| AUM (₹ Cr) | 4.73 Lac Cr | 1.90 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.52% |
| Riskometer | Low | Very High |
| Volatility | 0.12 | 12.61 |
| Sharpe Ratio | 3.58 | 0.61 |
| 1 Year Return (%) | 6.17% | 2.72% |
| 3 Year Return (%) | 6.93% | 14.14% |
| 5 Year Return (%) | 6.11% | 10.5% |
| Since Launch (%) | 50.63% | 14.49% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | N/A | Mahesh Patil (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty 50 |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 239% | 29% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye adhik return, kam expense ratio, aur kam risk ke liye, hum kahaenge ki Old Bridge Mutual Fund Liquid Fund bhi ek achha option hai, lekin Aditya Birla Sun Life Large Cap Fund adhik hi accha hai. Dekhiye 3Y return, expense ratio, aur riskometer ke hisaab se.
Why consider Old Bridge Mutual Fund Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.93%
- AUM: 4.73 Lac Cr
- Sharpe Ratio: 3.58
Why consider Aditya Birla Sun Life Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.14%
- AUM: 1.90 Lac Cr
- Sharpe Ratio: 0.61
📈 SIP Suitability
Monthly SIP ke liye 10+ years ke liye, hum kahaenge ki Old Bridge Mutual Fund Liquid Fund adhik consistent aur return stable hai. Isliye, yeh fund aapke SIP ke liye better option hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke liye, hum kahaenge ki Old Bridge Mutual Fund Liquid Fund adhik hi risk-adjusted return deta hai. Isliye, yeh fund kam risk aur cost ke saath return deta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye, hum kahaenge ki Aditya Birla Sun Life Large Cap Fund adhik diversified hai lekin sector risk ke saath. Isliye, yeh fund portfolio diversification ke liye better option hai.
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Liquid Fund
₹867076.87
@6.9% annual return (3Y)
Aditya Birla Sun Life Large Cap Fund
₹1321695.07
@14.1% 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?
Aditya Birla Sun Life Large Cap Fund ke 5Y aur 3Y return se dekhiye, yeh fund long run mein adhik return deta hai.
Q2: Is the higher risk fund worth it?
Volatility aur Sharpe ratio ke hisaab se, hum kahaenge ki Aditya Birla Sun Life Large Cap Fund kam risk-adjusted return deta hai aur isliye, is fund ka risk kam hai.
Q3: Which fund is more cost-effective?
Expense ratio ke hisaab se, hum kahaenge ki Old Bridge Mutual Fund Liquid Fund kam cost-effective hai aur isliye, yeh fund aapke liye better 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