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Liquid FundVSELSS

Old Bridge Mutual Fund Liquid Fund vs Axis ELSS Tax Saver Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

6.93%

VS

3Y Return

11.66%

ParameterAOld Bridge Mutual Fund Liquid Fund - Direct Plan - GrowthBAxis ELSS Tax Saver Fund - Direct Plan - Growth
Fund HouseOld Bridge Mutual FundAxis Mutual Fund
CategoryLiquid FundELSS
NAV (โ‚น)5622.79104.77
AUM (โ‚น Cr)4.73 Lac Cr3.16 Lac Cr
Expense Ratio (%)0.12%1.66%
RiskometerLowVery High
Volatility0.1213.4
Sharpe Ratio3.580.39
1 Year Return (%)6.17%-2.52%
3 Year Return (%)6.93%11.66%
5 Year Return (%)6.11%8.43%
Since Launch (%)50.63%15.62%
Min SIP (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date1 January 20132 January 2013
Exit LoadNilNil
Fund ManagerN/A Ashish Naik; Shreyash Devalkar (2.8 years yrs)
BenchmarkNIFTY Liquid IndexNifty 500 TRI
Top 3 HoldingsState Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)ICICI Bank Ltd. (7.04%), HDFC Bank Ltd. (5.64%), Bharti Airtel Ltd. (4.32%)
Asset AllocationT-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%Equity: 97.56%
Portfolio Turnover239%14%

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 Axis ELSS Tax Saver Fund?

  • Expense ratio: 1.66%
  • 3Y return: 11.66%
  • AUM: 3.16 Lac Cr
  • Sharpe Ratio: 0.39

SIP Calculator โ€“ Compare Growth Potential

Old Bridge Mutual Fund Liquid Fund

โ‚น867076.87

@6.9% annual return (3Y)

Axis ELSS Tax Saver Fund

โ‚น1138461.04

@11.7% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.