Quantum Mutual Fund Liquid 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
6.56%
3Y Return
12.96%
dekho, hum do alag-alag category ke funds compare kar rahe hain - Liquid Fund aur Mid Cap Fund. Fund A, jo ki Quantum Mutual Fund Liquid Fund - Direct Plan - Growth hai, aur Fund B, jo ki Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth hai. aage chaliye, hum dekhenge ki kaun sa fund long-term wealth creation ke liye behtar hai.
| Parameter | AQuantum Mutual Fund Liquid Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Quantum Mutual Fund | Angel One Mutual Fund |
| Category | Liquid Fund | Mid Cap |
| NAV (₹) | 37.04 | 116.77 |
| AUM (₹ Cr) | 4.34 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.12% | 1.75% |
| Riskometer | Low | Very High |
| Volatility | 0.11 | 14.85 |
| Sharpe Ratio | 0.55 | 0.44 |
| 1 Year Return (%) | 5.71% | -1.93% |
| 3 Year Return (%) | 6.56% | 12.96% |
| 5 Year Return (%) | 5.82% | 12.33% |
| Since Launch (%) | 6.72% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 9 April 2006 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Atul Kumar (3.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | NIFTY Liquid Index | Nifty Midcap 150 TRI |
| Top 3 Holdings | State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 231% | 25% |
🤖 AI Verdict – Which is Better?
haan, agar hum 3Y return, expense ratio, aur risk ko dekhein, to Fund A behtar option lagta hai. iska 3Y return 6.56% hai, jo ki Fund B se zyada hai, aur expense ratio bhi kam hai - 0.12% versus 1.75%. lekin, risk bhi kam hai, jo ki Low hai.
Why consider Quantum Mutual Fund Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.56%
- AUM: 4.34 Lac Cr
- Sharpe Ratio: 0.55
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, agar aap monthly SIP ke liye soch rahe hain to, Fund A behtar option hai. iska return stability aur consistency Fund B se behtar hai, aur risk bhi kam hai. isliye, long-term ke liye Fund A behtar hai.
⚠️ Risk & Cost Analysis
sach ye hai, Fund A ka riskometer Low hai, aur volatility bhi kam hai - 0.11. Sharpe ratio bhi thoda behtar hai - 0.55 versus 0.44. expense ratio bhi kam hai - 0.12% versus 1.75%. to, Fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
dekho, Fund A ka asset allocation diversified hai - T-Bills: 65.00%, CD: 20.00%, CP: 10.00%, aur Cash: 5.00%. lekin, Fund B ka asset allocation zyada equity-oriented hai - 94.00% equity. to, Fund A thoda zyada diversified hai.
SIP Calculator – Compare Growth Potential
Quantum Mutual Fund Liquid Fund
₹849400.65
@6.6% 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?
haan, Fund B ka 5Y return 12.33% hai, jo ki Fund A se zyada hai - 5.82%. lekin, 3Y return mein Fund A thoda behtar hai - 6.56% versus 12.96%.
Q2: Is the higher risk fund worth it?
sach ye hai, Fund B ka volatility zyada hai - 14.85, aur Sharpe ratio bhi kam hai - 0.44. to, higher risk worth nahi hai, kyunki returns bhi zyada stable nahi hain.
Q3: Which fund is more cost‑effective?
haan, Fund A zyada cost-effective hai, kyunki uska expense ratio kam hai - 0.12% versus 1.75%. N/A exit load ke baare mein koi information nahi 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