Old Bridge Mutual Fund Liquid Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
6.93%
3Y Return
14.24%
Humne do funds ko dekha hai - Old Bridge Mutual Fund Liquid Fund aur Edelweiss Mutual Fund Multi Cap Fund. In donon funds ki categories aur aapko kya seekhne ko milega, yeh pata chalega is intro mein.
| Parameter | AOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Edelweiss Mutual Fund |
| Category | Liquid Fund | Multi Cap |
| NAV (₹) | 5622.79 | 15.12 |
| AUM (₹ Cr) | 4.73 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.12% | 1.68% |
| Riskometer | Low | Very High |
| Volatility | 0.12 | 15.25 |
| Sharpe Ratio | 3.58 | 0.68 |
| 1 Year Return (%) | 6.17% | 3.12% |
| 3 Year Return (%) | 6.93% | 14.24% |
| 5 Year Return (%) | 6.11% | 8.32% |
| Since Launch (%) | 50.63% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 30 October 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | N/A | Bharat Lahoti (3.5 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 239% | 55% |
🤖 AI Verdict – Which is Better?
Haan, sach ye hai, Edelweiss Mutual Fund Multi Cap Fund 3Y return ke hisab se zyada achha hai, lekin yeh fund bahut jatil hai. Expense ratio bhi zyada hai. Isliye, hum Old Bridge Mutual Fund Liquid Fund ko long-term wealth creation ke liye vijayit manaenge.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Ek monthly SIP ke liye, hum Edelweiss Mutual Fund Multi Cap Fund ko thoda aur time de denge. Iska 1Y return thoda kam hai lekin yeh fund aage badhne ke liye tayar hai. Lekin, yeh fund bahut jatil hai, isliye isme SIP karna bhi thoda khatra hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ke hisab se, Edelweiss Mutual Fund Multi Cap Fund bahut khatarnaak hai. Yeh fund bahut jatil hai aur isme investment karna bhi bahut khatra hai. Isliye, yeh fund investors ko nahi chahiye. Old Bridge Mutual Fund Liquid Fund ki riskometer low hai aur volatility bhi kam hai.
📊 Portfolio Diversification
Asset allocation ke hisab se, Old Bridge Mutual Fund Liquid Fund thoda aur diversified hai. Yeh fund T-Bills, CD, CP aur cash mein invest karta hai. Isliye, yeh fund sector risk se bachne ke liye accha hai. Edelweiss Mutual Fund Multi Cap Fund mein equity ki proportion zyada hai, isliye isme sector risk bhi zyada hai.
Q1: Which fund gives better returns in the long run?
Old Bridge Mutual Fund Liquid Fund ka 5Y return 6.11% hai, jiska 3Y return 6.93% hai. Isliye, is fund ne long run mein zyada returns diye hain.
Q2: Is the higher risk fund worth it?
Edelweiss Mutual Fund Multi Cap Fund ki volatility 15.25 hai, jiska Sharpe ratio 0.68 hai. Isliye, yeh fund bahut khatarnaak hai aur yeh fund investors ko nahi chahiye. Old Bridge Mutual Fund Liquid Fund ki volatility 0.12 hai, jiska Sharpe ratio 3.58 hai. Isliye, yeh fund investors ko chahiye.
Q3: Which fund is more cost-effective?
Old Bridge Mutual Fund Liquid Fund ka expense ratio 0.12% hai, jiska Edelweiss Mutual Fund Multi Cap Fund ka expense ratio 1.68% hai. Isliye, Old Bridge Mutual Fund Liquid Fund cost-effective hai.
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Liquid Fund
₹867076.87
@6.9% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
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