Nippon India Large Cap Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
21.36%
Chaliye dekho, aaj hum Nippon India Large Cap Fund aur Axis Bluechip Fund ko compare karne wale hain. Dono funds Large Cap category mein hain aur aapko yeh jaanane ke liye dekhein ki kis fund mein aapko invest karna chahiye.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 20.09 |
| AUM (₹ Cr) | 5.17 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 11.32 |
| Sharpe Ratio | 0.73 | 1.31 |
| 1 Year Return (%) | -0.91% | 5.85% |
| 3 Year Return (%) | 15.4% | 21.36% |
| 5 Year Return (%) | 3.31% | 5.92% |
| Since Launch (%) | 12.7% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.43% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 70% | 16% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund B (Axis Bluechip Fund) aapke liye better fund hai. Iska 3Y return 21.36% hai, lekin expense ratio 0.52% hai, jo Fund A (Nippon India Large Cap Fund) ka expense ratio 1.56% se kam 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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
Haan, Fund B (Axis Bluechip Fund) monthly SIP ke liye better fund hai. Iska 3Y return aur consistency Fund A (Nippon India Large Cap Fund) se adhik hai.
⚠️ Risk & Cost Analysis
Lekin, dono funds Riskometer Very High hai, lekin Fund A (Nippon India Large Cap Fund) ka volatility 12.27 hai, jo Fund B (Axis Bluechip Fund) ka 11.32 se jyada hai. Sharpe ratio bhi Fund B (Axis Bluechip Fund) ka 1.31 hai, jo Fund A (Nippon India Large Cap Fund) ka 0.73 se adhik hai.
📊 Portfolio Diversification
Dono funds Asset allocation mein Equity 96% se adhik hai, lekin Fund B (Axis Bluechip Fund) ka asset allocation mein T-Bills 4% hai, jo Fund A (Nippon India Large Cap Fund) mein nahin hai. Top holdings mein bhi Fund B (Axis Bluechip Fund) ka ICICI Bank Ltd. aur Reliance Industries Ltd. Fund A (Nippon India Large Cap Fund) se adhik hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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?
Fund B (Axis Bluechip Fund) ka 5Y return 5.92% hai, jo Fund A (Nippon India Large Cap Fund) ka 3.31% se adhik hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B (Axis Bluechip Fund) ka volatility 11.32 hai, jo Fund A (Nippon India Large Cap Fund) ka 12.27 se kam hai, aur Sharpe ratio bhi Fund B (Axis Bluechip Fund) ka 1.31 hai, jo Fund A (Nippon India Large Cap Fund) ka 0.73 se adhik hai.
Q3: Which fund is more cost-effective?
Fund B (Axis Bluechip Fund) ka expense ratio 0.52% hai, jo Fund A (Nippon India Large Cap Fund) ka 1.56% 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