Old Bridge Mutual Fund Liquid Fund vs Edelweiss Mutual Fund Liquid Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.93%
3Y Return
6.99%
Mutual funds ke liye aapke paas do option hai - Old Bridge Mutual Fund aur Edelweiss Mutual Fund. Dono fund liquid fund category mein hai aur low riskometer rakhte hain. Is article mein aap dono fund ke beech comparison karne jaenge aur dekha jayega ki kis fund mein long-term wealth creation ke liye investment karna hai.
[VERDICT]| Parameter | AOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Liquid Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Edelweiss Mutual Fund |
| Category | Liquid Fund | Liquid Fund |
| NAV (₹) | 5622.79 | 3598.40 |
| AUM (₹ Cr) | 4.73 Lac Cr | 4.21 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.12% |
| Riskometer | Low | Low |
| Volatility | 0.12 | 0.13 |
| Sharpe Ratio | 3.58 | 3.77 |
| 1 Year Return (%) | 6.17% | 6.24% |
| 3 Year Return (%) | 6.93% | 6.99% |
| 5 Year Return (%) | 6.11% | 6.17% |
| Since Launch (%) | 50.63% | 72.46% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 27 November 2016 |
| Exit Load | Nil | Nil |
| Fund Manager | N/A | Bharat Lahoti (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | NIFTY Liquid Index |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% |
| Portfolio Turnover | 239% | 295% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, 3Y return, expense ratio, aur risk ka mukhya dhyan dena chahiye. Edelweiss Mutual Fund mein 6.99% 3Y return hai, jo Old Bridge Mutual Fund ki 6.93% return se jyada hai. Lekin expense ratio mein koi antar nahin hai. Isliye, Edelweiss Mutual Fund aapke liye better option hai.
[SIP_SUITABILITY]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 Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.99%
- AUM: 4.21 Lac Cr
- Sharpe Ratio: 3.77
📈 SIP Suitability
Monthly SIP ke liye, fund ki consistency aur return stability ka mukhya dhyan dena chahiye. Edelweiss Mutual Fund mein 6.24% 1Y return hai, jo Old Bridge Mutual Fund ki 6.17% return se jyada hai. Isse lagta hai ki Edelweiss Mutual Fund monthly SIP ke liye better option hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ka comparison karte hain. Edelweiss Mutual Fund mein 3.77 Sharpe ratio hai, jo Old Bridge Mutual Fund ki 3.58 Sharpe ratio se jyada hai. Lekin volatility mein koi antar nahin hai. Isliye, Edelweiss Mutual Fund aapke liye better risk-adjusted returns offer karta hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation aur top holdings concentration ka comparison karte hain. Dono fund mein asset allocation bahut hi similar hai - T-Bills 65.00%, CD 20.00%, CP 10.00%, aur Cash 5.00%. Lekin top holdings mein State Bank of India CD (8.5%) aur HDFC Bank CD (7.2%) dono fund mein hain.
[FAQ]SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Liquid Fund
₹867076.87
@6.9% annual return (3Y)
Edelweiss Mutual Fund Liquid Fund
₹869986.27
@7.0% 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?
5Y aur 3Y returns ke liye, Edelweiss Mutual Fund (6.17% aur 6.99%) better hai.
Q2: Is the higher risk fund worth it?
Volatility aur Sharpe ratio ke liye, Edelweiss Mutual Fund (3.77 Sharpe ratio) jyada risk-adjusted returns offer karta hai.
Q3: Which fund is more cost-effective?
Expense ratio ke liye, dono fund mein 0.12% expense ratio hai. Isliye, koi fund more cost-effective nahin 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