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Multi CapVSMid Cap
Quant Mutual Fund Multi Cap Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
8.67%
VS
3Y Return
1.9%
| Parameter | AQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Quant Mutual Fund | Old Bridge Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (โน) | 20.99 | 10.59 |
| AUM (โน Cr) | 1.78 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 1.68% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 14.55 | 15.35 |
| Sharpe Ratio | 0.15 | 1.82 |
| 1 Year Return (%) | 0.18% | 5.79% |
| 3 Year Return (%) | 8.67% | 1.9% |
| 5 Year Return (%) | 7.6% | 1.13% |
| Since Launch (%) | 11.23% | N/A |
| Min SIP (โน) | 500 | 500 |
| Min Lumpsum (โน) | 1000 | 1000 |
| Launch Date | 11 June 2019 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Gopal Agrawal; Atul Zabhade (3.2 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 46% | 31% |
Why consider Quant Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
Why consider Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
SIP Calculator โ Compare Growth Potential
Quant Mutual Fund Multi Cap Fund
โน956588.14
@8.7% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
โน661259.80
@1.9% annual return (3Y)
*Projected returns are illustrative based on historical 3โyear 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.
๐ Author & Founder at Share Target Price
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โ ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.