Old Bridge Mutual Fund Liquid Fund vs Quant 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%
Mainly, Fund A aur Fund B doonki categories different hain. Fund A ek Liquid Fund hai, jabki Fund B ek Large Cap Fund hai. Aaj hum do fundon ke beech comparison karke dekhege. Hum aapko bataayenge ki kis fund mein long-term wealth creation ke liye better return milega, kya hai SIP ke liye suitable fund, aur kya hai portfolio diversification ke liye sahi fund.
| Parameter | AOld Bridge Mutual Fund Liquid Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Quant Mutual Fund |
| Category | Liquid Fund | Large Cap |
| NAV (₹) | 5622.79 | 497.22 |
| AUM (₹ Cr) | 4.73 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.12% | 0.52% |
| Riskometer | Low | Very High |
| Volatility | 0.12 | 12.4 |
| Sharpe Ratio | 3.58 | 0.66 |
| 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 | Sonam Udasi; Amey Sathe (9.2 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% | 27% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, Fund B ka 3Y return 14.7% hai, jabki Fund A ka 3Y return 6.93% hai. Expense ratio ke liye, Fund A ka expense ratio 0.12% hai, jabki Fund B ka expense ratio 0.52% hai. Fund B ka riskometer Very High hai, jabki Fund A ka riskometer Low hai. Haan, Fund B ka 3Y return zyada hai, lekin expense ratio bhi zyada hai. Dekho, aapki wealth creation ke liye fund chunna hai, to Fund B better 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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Monthly SIP ke liye, Fund A ka consistency aur return stability zyada hai. Fund A ka 1Y return 6.17% hai, jabki Fund B ka 1Y return -4.02% hai. Fund A ka Sharpe ratio 3.58 hai, jabki Fund B ka Sharpe ratio 0.66 hai. Haan, Fund A ka expense ratio zyada low hai, aur portfolio diversification bhi zyada hai. Dekho, aap SIP ke liye Fund A better hai.
⚠️ Risk & Cost Analysis
Fund A ka riskometer Low hai, jabki Fund B ka riskometer Very High hai. Fund A ka volatility 0.12 hai, jabki Fund B ka volatility 12.4 hai. Fund A ka Sharpe ratio 3.58 hai, jabki Fund B ka Sharpe ratio 0.66 hai. Lekin, Fund A ka expense ratio 0.12% hai, jabki Fund B ka expense ratio 0.52% hai. Haan, Fund A ka risk-adjusted return zyada hai. Dekho, Fund A better hai.
📊 Portfolio Diversification
Fund A ka asset allocation T-Bills: 65.00%, CD: 20.00%, CP: 10.00%, aur Cash: 5.00% hai. Fund B ka asset allocation Equity: 96.00%, aur T-Bills: 4.00% hai. Fund A ka top 3 holdings State Bank of India CD (8.5%), HDFC Bank CD (7.2%), aur Reliance Industries T-Bills (6.8%) hai. Fund B ka top 3 holdings HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. Haan, Fund A ka portfolio diversification zyada hai, aur sector risk bhi kam hai. Dekho, Fund A better hai.
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Liquid Fund
₹867076.87
@6.9% annual return (3Y)
Quant 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?
Long run ke liye Fund B ka 5Y return 12.03% hai, jabki Fund A ka 5Y return 6.11% hai. Haan, Fund B ka 5Y return zyada hai.
Q2: Is the higher risk fund worth it?
Fund B ka volatility 12.4 hai, jabki Fund A ka volatility 0.12 hai. Lekin, Fund B ka Sharpe ratio 0.66 hai, jabki Fund A ka Sharpe ratio 3.58 hai. Haan, Fund B ka risk-adjusted return zyada hai. Lekin, Fund B ka expense ratio 0.52% hai, jabki Fund A ka expense ratio 0.12% hai. Dekho, Fund B ka higher risk worth hai, lekin expense ratio ka dhyan rakhna hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 0.12% hai, jabki Fund B ka expense ratio 0.52% hai. Haan, 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