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Nippon India Growth Mid Cap Fund vs Aditya Birla Sun Life Large Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

25.15%

VS

3Y Return

14.14%

ParameterANippon India Growth Mid Cap Fund - Direct Plan - GrowthBAditya Birla Sun Life Large Cap Fund - Direct Plan - Growth
Fund HouseNippon IndiaAditya Birla Sun Life
CategoryMid CapLarge Cap
NAV (β‚Ή)4845.021009.42
AUM (β‚Ή Cr)4.58 Lac Cr1.90 Lac Cr
Expense Ratio (%)1.26%0.52%
RiskometerVery HighVery High
Volatility15.9712.61
Sharpe Ratio1.170.61
1 Year Return (%)10.17%2.72%
3 Year Return (%)25.15%14.14%
5 Year Return (%)22.32%10.5%
Since Launch (%)18.36%14.49%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date3 January 20132 January 2013
Exit LoadNilNil
Fund ManagerAmber Singhania; Kinjal Desai; Rupesh Patel (8.0 years yrs)Mahesh Patil (3.5 years yrs)
BenchmarkNifty Midcap 150 TRINifty 50
Top 3 HoldingsBSE Ltd. (4.21%), Fortis Healthcare Ltd. (2.76%), The Federal Bank Ltd. (2.57%)HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)
Asset AllocationEquity: 98.55%Equity: 96.00% | T-Bills: 4.00%
Portfolio Turnover74%29%

Why consider Nippon India Growth Mid Cap Fund?

  • Expense ratio: 1.26%
  • 3Y return: 25.15%
  • AUM: 4.58 Lac Cr
  • Sharpe Ratio: 1.17

Why consider Aditya Birla Sun Life Large Cap Fund?

  • Expense ratio: 0.52%
  • 3Y return: 14.14%
  • AUM: 1.90 Lac Cr
  • Sharpe Ratio: 0.61

SIP Calculator – Compare Growth Potential

Nippon India Growth Mid Cap Fund

β‚Ή2691264.97

@25.1% annual return (3Y)

Aditya Birla Sun Life Large Cap Fund

β‚Ή1321695.07

@14.1% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ 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.