Nippon India Large Cap Fund vs Angel One Mutual Fund Balanced Advantage Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
12.3%
Dekho, aap logon ke liye humne do mutual funds ki comparison karni hai - Nippon India Large Cap Fund aur Angel One Mutual Fund Balanced Advantage Fund. Ye dono funds alag-alag categories mein aate hain. Fundamental aapko pataa hoga ki kya fund aapke liye aasaan hai aur kis tarah se aap apne wealth ko increase kar sakte hain.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BAngel One Mutual Fund Balanced Advantage Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Angel One Mutual Fund |
| Category | Large Cap | Balanced Hybrid |
| NAV (₹) | 42.22 | 16.39 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.56 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.78% |
| Riskometer | Very High | Moderately High |
| Volatility | 12.27 | 8.79 |
| Sharpe Ratio | 0.73 | 0.66 |
| 1 Year Return (%) | -0.91% | 3.08% |
| 3 Year Return (%) | 15.4% | 12.3% |
| 5 Year Return (%) | 3.31% | 7.51% |
| Since Launch (%) | 12.7% | 10.94% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 7 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Gopal Agrawal; Srinivasan Ramamurthy (5.1 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 Hybrid Composite Debt 65:35 Index |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%) |
| Asset Allocation | Equity: 96.43% | Equity: 65.00% | Debt: 30.00% | T-Bills: 5.00% |
| Portfolio Turnover | 70% | 127% |
🤖 AI Verdict – Which is Better?
Haan, chaliye aapse baat karna hai. Aapke liye best fund Large Cap Fund hai, lekin kyon? Dekhiye, 3Y return me 15.4% hai, jo bahut hi accha hai. Expense ratio bhi kam hai, 1.56%. Aur riskometer bhi accha hai, Very High. Toh Nippon India Large Cap Fund aapke liye better fund hai.
Why consider Nippon India Large Cap Fund?
- Expense ratio: 1.56%
- 3Y return: 15.4%
- AUM: 5.17 Lac Cr
- Sharpe Ratio: 0.73
Why consider Angel One Mutual Fund Balanced Advantage Fund?
- Expense ratio: 0.78%
- 3Y return: 12.3%
- AUM: 1.56 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
SIP ki baat karein. Aap 10+ saal ke liye monthly SIP karna chahte hain toh Angel One Mutual Fund Balanced Advantage Fund aapke liye better fund hai. Yeh fund bahut hi stable hai aur aapko sabhi return di jayegi. Aapki consistency aur return stability karni hai toh aap is fund ko chuna ja sakte hain.
⚠️ Risk & Cost Analysis
Ab aapko riskometer, volatility, Sharpe ratio aur expense ratio ki comparison karni hai. Nippon India Large Cap Fund ki volatility bahut hi jyada hai, 12.27. Lekin Sharpe ratio bhi kam hai, 0.73. Angel One Mutual Fund Balanced Advantage Fund ki volatility kam hai, 8.79, lekin Sharpe ratio bhi kam hai, 0.66. Expense ratio bhi kam hai. Toh Angel One Mutual Fund Balanced Advantage Fund aapke liye better fund hai.
📊 Portfolio Diversification
Ab aapko asset allocation aur top holdings concentration ki comparison karni hai. Nippon India Large Cap Fund mein 96.43% equity hai, jisse portfolio bahut hi concentrated hai. Lekin top holdings mein bhi bahut se companies hai, jaise HDFC Bank Ltd., ICICI Bank Ltd. aur Reliance Industries Ltd. Angel One Mutual Fund Balanced Advantage Fund mein 65% equity hai aur 30% debt hai, jisse portfolio bahut hi diversified hai. Toh Angel One Mutual Fund Balanced Advantage Fund aapke liye better fund hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Angel One Mutual Fund Balanced Advantage Fund
₹1182670.66
@12.3% 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?
Sach ye hai, Nippon India Large Cap Fund ne 5Y return mein 3.31% aur 3Y return mein 15.4% diya hai, jisse yeh fund aapke liye long run mein better hai.
Q2: Is the higher risk fund worth it?
Haan, Nippon India Large Cap Fund ki volatility bahut hi jyada hai, lekin Sharpe ratio bhi kam hai, jisse yeh fund aapke liye risk-adjusted return dena hai. Lekin aapko apna investment risk ka samajhna hai.
Q3: Which fund is more cost-effective?
Angel One Mutual Fund Balanced Advantage Fund ki expense ratio kam hai, 0.78%, jisse yeh fund aapke liye cost-effective 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