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
19.68%
Chaliye, dekho, main aapko do large cap funds ke beech comparison karta hoon: Nippon India Large Cap Fund aur Axis Bluechip Fund. Ye donon fund large cap category mein aate hain. Fund B ke 3Y return adhik hai. Is article mein hum aapko fund B ki aadat mein aane ke liye kya kya factors hain, iske baare mein jaante hain.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 18.82 |
| AUM (₹ Cr) | 5.17 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 1.56% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 11.34 |
| Sharpe Ratio | 0.73 | 1.16 |
| 1 Year Return (%) | -0.91% | 4.44% |
| 3 Year Return (%) | 15.4% | 19.68% |
| 5 Year Return (%) | 3.31% | 5.62% |
| Since Launch (%) | 12.7% | 14.6% |
| 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?
Haan, fund B Axis Bluechip Fund adhik achha lagta hai long-term wealth creation ke liye. Iska 3Y return Nippon India Large Cap Fund se adhik hai. Expense ratio bhi kam hai. Riskometer bhi bahut hi hai, lekin Sharpe ratio 0.73 se 1.16 ka difference hai. Sach ye hai, fund B ke liye aapko jaldi profit nahi milega, lekin long-term mein adhik return milega.
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: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
Chaliye, dekho, SIP suitability ke liye. Fund B ka 3Y return aur expense ratio kam hai. Iska 1Y return bhi adhik hai. Fund A ka Sharpe ratio kam hai. Fund B ke monthly SIP ke liye aapko 10+ years ke liye invest karna chahiye. Isse aapko long-term mein adhik return milega.
⚠️ Risk & Cost Analysis
Lekin, dekho, isme koi jhalak nahi hai. Fund B ka riskometer bhi bahut hi hai. Volatility bhi kam hai, lekin Sharpe ratio kam hai. Expense ratio bhi kam hai. Fund A ke expense ratio 1.56% hai, fund B ka 1.52%. Riskometer bhi bahut hi hai. Volatility bhi kam hai. Fund B mein aapko jaldi profit nahi milega, lekin long-term mein adhik return milega.
📊 Portfolio Diversification
Chaliye, dekho, portfolio diversification ke liye. Fund B ka asset allocation fund A se adhik hi hai. Equity mein 96.00% ka portion hai. Top holdings mein HDFC Bank, ICICI Bank, aur Reliance Industries aate hain. Ye fund A ki top holdings se alag hain. Fund A ka asset allocation fund B se kam hai. Equity mein 96.43% ka portion hai. Top holdings mein HDFC Bank, ICICI Bank, aur Reliance Industries aate hain. Fund A ka asset allocation fund B se kam hai. Equity mein 96.43% ka portion hai. Top holdings mein HDFC Bank, ICICI Bank, aur Reliance Industries aate hain.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Bluechip Fund
₹1872598.46
@19.7% 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?
Fund B Axis Bluechip Fund 3Y return mein adhik hai. Iska 5Y return 5.62% hai aur fund A ka 3.31% hai.
Q2: Is the higher risk fund worth it?
Haan, fund B Axis Bluechip Fund higher risk hain, lekin Sharpe ratio fund A se adhik hai. Iska 1.16 Sharpe ratio hai aur fund A ka 0.73 hai.
Q3: Which fund is more cost-effective?
Haan, fund B Axis Bluechip Fund expense ratio mein kam hai. Iska expense ratio 1.52% hai aur fund A ka 1.56% 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