Old Bridge Mutual Fund Liquid Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.93%
3Y Return
14.7%
Chaliye, aaj hum Fund A aur Fund B ki tulna karenge. Fund A Old Bridge Mutual Fund Liquid Fund hai, jabki Fund B Edelweiss Mutual Fund Large Cap Fund hai. Dekho, aaj humein yah jaanna hoga ki kis fund ki zaroorat hai, aur kis fund ki zaroorat nahin hai.
| Parameter | AOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Edelweiss Mutual Fund |
| Category | Liquid Fund | Large Cap |
| NAV (₹) | 5622.79 | 497.22 |
| AUM (₹ Cr) | 4.73 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.52% |
| Riskometer | Low | Very High |
| Volatility | 0.12 | 12.9 |
| Sharpe Ratio | 3.58 | 0.64 |
| 1 Year Return (%) | 6.17% | -4.02% |
| 3 Year Return (%) | 6.93% | 14.7% |
| 5 Year Return (%) | 6.11% | 12.03% |
| Since Launch (%) | 50.63% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | N/A | Bharat Lahoti (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% | 32% |
🤖 AI Verdict – Which is Better?
Haan, humara verdict hai ki Fund A bharpoor long-term wealth creation ke liye better hai. Fund A ka 3Y return 6.93% hai, jabki Fund B ka 3Y return 14.7% hai. Lekin, expense ratio mein ek bahut bada farq hai. Fund A ka expense ratio 0.12% hai, jabki Fund B ka expense ratio 0.52% hai. Isliye, Fund A ki riskometer Low hai, jabki Fund B ki riskometer Very High hai. Sach ye hai, Fund A long-term mein aapko better returns de sakta hai.
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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
SIP karen, to Fund A bharpoor consistent returns de sakta hai. Fund A ka 1Y return 6.17% hai, jabki Fund B ka 1Y return -4.02% hai. Isliye, Fund A SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio mein ek bahut bada farq hai. Fund A ka volatility 0.12 hai, jabki Fund B ka volatility 12.9 hai. Sharpe ratio mein bhi Fund A better hai, 3.58 ki tarah. Isliye, Fund A aapko better risk-adjusted returns de sakta hai.
📊 Portfolio Diversification
Asset allocation mein ek bahut bada farq hai. Fund A mein 65.00% T-Bills, 20.00% CD, 10.00% CP aur 5.00% Cash hai. Fund B mein 96.00% Equity aur 4.00% T-Bills hai. Isliye, Fund A ka portfolio diversified hai, jabki Fund B ka portfolio sector risk mein hai.
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Liquid Fund
₹867076.87
@6.9% annual return (3Y)
Edelweiss 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?
Answer: Fund A ka 5Y return 6.11% hai, jabki Fund B ka 5Y return 12.03% hai. Isliye, Fund B long run mein better returns de sakta hai.
Q2: Is the higher risk fund worth it?
Answer: Fund B ka volatility 12.9 hai, jabki Fund A ka volatility 0.12 hai. Sharpe ratio mein bhi Fund B poor hai, 0.64 ki tarah. Isliye, Fund B ka higher risk fund worth hai nahin.
Q3: Which fund is more cost-effective?
Answer: Fund A ka expense ratio 0.12% hai, jabki Fund B ka expense ratio 0.52% hai. Isliye, Fund A 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