Angel One Mutual Fund Large Cap Fund vs Angel One Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.7%
3Y Return
12.7%
dekho, aapke paas do mutual fund options hain - Angel One Mutual Fund Large Cap Fund aur Angel One Mutual Fund Multi Cap Fund. Dono ki categories alag hain, Large Cap aur Multi Cap. Aage chaliye, hum in dono funds ke baare mein detail mein baat karenge, taaki aap decide kar saken ki kaunsa fund aapke liye better hai.
| Parameter | AAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Angel One Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 497.22 | 8.38 |
| AUM (₹ Cr) | 2.58 Lac Cr | 1.86 Lac Cr |
| Expense Ratio (%) | 0.52% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 11.57 | 13.4 |
| Sharpe Ratio | 0.71 | 1.52 |
| 1 Year Return (%) | -4.02% | -11.42% |
| 3 Year Return (%) | 14.7% | 12.7% |
| 5 Year Return (%) | 12.03% | 7.44% |
| Since Launch (%) | 11.65% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Sonam Udasi; Amey Sathe (9.2 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 19% | 32% |
🤖 AI Verdict – Which is Better?
haan, 3Y return, expense ratio, aur risk ke basis par, Angel One Mutual Fund Large Cap Fund thoda better lagta hai. Iska 3Y return 14.7% hai, jo Angel One Mutual Fund Multi Cap Fund ke 12.7% se zyada hai. Lekin, dono funds ka riskometer Very High hai, toh aapko apne risk appetite ke hisaab se decide karna hoga.
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
Why consider Angel One Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 12.7%
- AUM: 1.86 Lac Cr
- Sharpe Ratio: 1.52
📈 SIP Suitability
chaliye, agar aap 10+ years ke liye monthly SIP karne ki soch rahe hain, toh consistency aur return stability dekhte hain. Angel One Mutual Fund Large Cap Fund ka 5Y return 12.03% hai, jo thoda stable lagta hai. Lekin, Angel One Mutual Fund Multi Cap Fund ka 5Y return 7.44% hai, jo thoda kam lagta hai.
⚠️ Risk & Cost Analysis
sach ye hai, dono funds ka riskometer Very High hai, lekin volatility aur Sharpe ratio mein thoda antar hai. Angel One Mutual Fund Large Cap Fund ka volatility 11.57 hai, aur Sharpe ratio 0.71 hai. Angel One Mutual Fund Multi Cap Fund ka volatility 13.4 hai, aur Sharpe ratio 1.52 hai. Toh, risk-adjusted returns ke liye Angel One Mutual Fund Multi Cap Fund thoda better lagta hai.
📊 Portfolio Diversification
dekho, asset allocation aur top holdings concentration mein thoda antar hai. Angel One Mutual Fund Large Cap Fund ka asset allocation Equity 96.00% aur T-Bills 4.00% hai. Angel One Mutual Fund Multi Cap Fund ka asset allocation Equity 97.00% aur T-Bills 3.00% hai. Top holdings mein bhi thoda antar hai, lekin dono funds mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain.
SIP Calculator – Compare Growth Potential
Angel One Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
Angel One Mutual Fund Multi Cap Fund
₹1211348.26
@12.7% 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?
Angel One Mutual Fund Large Cap Fund ka 5Y return 12.03% hai, jo Angel One Mutual Fund Multi Cap Fund ke 7.44% se zyada hai.
Q2: Is the higher risk fund worth it?
Angel One Mutual Fund Multi Cap Fund ka volatility 13.4 hai, jo Angel One Mutual Fund Large Cap Fund ke 11.57 se zyada hai. Lekin, Sharpe ratio 1.52 hai, jo Angel One Mutual Fund Large Cap Fund ke 0.71 se zyada hai.
Q3: Which fund is more cost‑effective?
Angel One Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo Angel One Mutual Fund Multi Cap Fund ke 1.68% se kam 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