Quant Mutual Fund Large Cap Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.7%
3Y Return
12.96%
dekho, aapke paas do fund options hain - Fund A, jo Large Cap category mein hai, aur Fund B, jo Mid Cap category mein hai. Dono funds ki category alag hai, lekin dono hi very high risk wale hain. Is article mein hum aapko bataayenge ki kaunsa fund long-term wealth creation ke liye better hai.
| Parameter | AQuant Mutual Fund Large Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Quant Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 497.22 | 116.77 |
| AUM (₹ Cr) | 2.47 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.52% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.4 | 14.85 |
| Sharpe Ratio | 0.66 | 0.44 |
| 1 Year Return (%) | -4.02% | -1.93% |
| 3 Year Return (%) | 14.7% | 12.96% |
| 5 Year Return (%) | 12.03% | 12.33% |
| Since Launch (%) | 11.65% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Sonam Udasi; Amey Sathe (9.2 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 27% | 25% |
🤖 AI Verdict – Which is Better?
Haan, dono funds ki comparison karte hain, to pata chalta hai ki Fund A ka 3Y return 14.7% hai, jo Fund B se zyada hai. Saath hi, Fund A ka expense ratio 0.52% hai, jo Fund B se kam hai. Isliye, hum kehte hain ki Fund A long-term wealth creation ke liye better hai.
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
Why consider Angel One Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
Chaliye, SIP suitability ke baare mein baat karte hain. Dono funds ki consistency aur return stability ko dekha jaaye, to pata chalta hai ki Fund A ka return zyada stable hai. Isliye, agar aap 10+ years ke liye SIP kar rahe hain, to Fund A better option hai.
⚠️ Risk & Cost Analysis
sach ye hai ki dono funds very high risk wale hain, lekin volatility aur Sharpe ratio ko dekha jaaye, to pata chalta hai ki Fund A ka Sharpe ratio 0.66 hai, jo Fund B se zyada hai. Isliye, Fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Lekin, asset allocation aur top holdings concentration ko dekha jaaye, to pata chalta hai ki dono funds mein kuch concentration hai. Fund A mein HDFC Bank, ICICI Bank, aur Reliance Industries top holdings hain, jabki Fund B mein Voltas, Mphasis, aur Coforge top holdings hain. Isliye, dono funds mein sector risk hai.
SIP Calculator – Compare Growth Potential
Quant Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% 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?
Answer based on 5Y/3Y returns, Fund A ka 5Y return 12.03% hai, aur 3Y return 14.7% hai, jo Fund B se zyada hai.
Q2: Is the higher risk fund worth it?
Answer comparing volatility and Sharpe ratio, dono funds very high risk wale hain, lekin Fund A ka Sharpe ratio 0.66 hai, jo Fund B se zyada hai.
Q3: Which fund is more cost‑effective?
Answer comparing expense ratio, Fund A ka expense ratio 0.52% hai, jo Fund B se kam hai, N/A exit load ke baare mein.
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