Old Bridge Mutual Fund Liquid Fund vs Invesco 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
6.93%
Aap sabhi, hum aaj apne liye do mutual fund schemes ka parikshan karne aa rahe hain - Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund. Dekho, dono fund hain low-risk category ke hisaab se, lekin hum jaante hain ki ek fund aur bhi achha ho sakta hai. Aaj hum jaante hain ki dono fund ke beechon mein kya antar hai.
| Parameter | AOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth | BInvesco Mutual Fund Liquid Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Invesco Mutual Fund |
| Category | Liquid Fund | Liquid Fund |
| NAV (₹) | 5622.79 | 3819.94 |
| AUM (₹ Cr) | 4.73 Lac Cr | 3.76 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.12% |
| Riskometer | Low | Low |
| Volatility | 0.12 | 0.13 |
| Sharpe Ratio | 3.58 | 3.31 |
| 1 Year Return (%) | 6.17% | 6.17% |
| 3 Year Return (%) | 6.93% | 6.93% |
| 5 Year Return (%) | 6.11% | 6.11% |
| Since Launch (%) | 50.63% | 6.82% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 1 January 2013 | 1 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | N/A | Amit Ganatra (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% | 269% |
🤖 AI Verdict – Which is Better?
Haan, hum jaante hain ki 3 saal ke return ke hisaab se, Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund dono hi ek hi return deta hai, lekin expense ratio ke hisaab se, Old Bridge fund thoda kam expense ratio rakhta hai. Sach ye hai, yeh fund long-term mein wealth creation ke liye achha 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 Invesco Mutual Fund Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.93%
- AUM: 3.76 Lac Cr
- Sharpe Ratio: 3.31
📈 SIP Suitability
SIP (Systematic Investment Plan) ke hisaab se, hum sochte hain ki kis fund mein invest karna hai. Dekho, Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund dono hi consistent return deta hai, lekin Old Bridge fund thoda hi stability se invest karta hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se, hum jaante hain ki kis fund mein invest karna hai. Dekho, Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund dono hi low-risk category ke hisaab se, lekin volatility ke hisaab se, Invesco fund thoda high risk hai, lekin Sharpe ratio ke hisaab se, Old Bridge fund thoda high return deta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisaab se, hum jaante hain ki kis fund mein invest karna hai. Dekho, Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund dono hi T-Bills, CD, CP, aur cash mein invest karte hain, lekin top holdings ke hisaab se, Old Bridge fund thoda hi diversified hai.
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Liquid Fund
₹867076.87
@6.9% annual return (3Y)
Invesco Mutual Fund Liquid Fund
₹867076.87
@6.9% 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?
Sach ye hai, Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund dono hi ek hi return deta hai, lekin 5 saal ke return ke hisaab se, Old Bridge fund thoda hi achha hai.
Q2: Is the higher risk fund worth it?
Haan, lekin Invesco Mutual Fund Liquid Fund ka volatility thoda high hai, lekin Sharpe ratio ke hisaab se, Old Bridge fund thoda high return deta hai, lekin risk-adjusted return ke hisaab se, Invesco fund thoda hi achha hai.
Q3: Which fund is more cost-effective?
Haan, Old Bridge Mutual Fund Liquid Fund aur Invesco Mutual Fund Liquid Fund dono hi ek hi expense ratio rakhta hai, lekin Old Bridge fund thoda hi 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