Nippon India Large Cap Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
17.52%
Ab yeh dono fund ek-ek category mein hai. Fund A Large Cap fund hai aur Fund B Small Cap fund hai. Dekho, kya aapko lagta hai ki kis type ki fund mein long-term wealth creation hota hai. Chaliye, hum aapko dono fund ke beech ka comparison karte hain aur aapko batate hain ki kis fund mein invest karna theek hai.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 42.22 | 124.14 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 17.03 |
| Sharpe Ratio | 0.73 | 0.65 |
| 1 Year Return (%) | -0.91% | 4.52% |
| 3 Year Return (%) | 15.4% | 17.52% |
| 5 Year Return (%) | 3.31% | 18.04% |
| Since Launch (%) | 12.7% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty 50 | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 96.43% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 70% | 12% |
🤖 AI Verdict – Which is Better?
Haan, our verdict hai ki Fund B Axis Small Cap Fund Direct Plan - Growth better hai long-term wealth creation ke liye. Iska 3Y return 17.52% hai, jo Fund A ka 3Y return se adhik hai (15.4%). Lekin, expense ratio bhi kaafi kam hai, 0.92% hai. Riskometer bhi very high hai, lekin volatility aur Sharpe ratio ka comparison karne se lagta hai ki yeh fund theek hai long-term invest karne ke liye.
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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
SIP (Systematic Investment Plan) ke liye, Fund B Axis Small Cap Fund Direct Plan - Growth better hai. Iska 3Y aur 5Y return adhik hai aur expense ratio kam hai. Fund A ka 1Y return negative hai, lekin yeh kai baar ho sakta hai. Fund B ka consistency aur return stability adhik hai, jisse yeh fund SIP ke liye theek hai.
⚠️ Risk & Cost Analysis
Ab yeh dekhte hain riskometer, volatility, Sharpe ratio aur expense ratio ka comparison. Fund B ka riskometer bhi very high hai, lekin volatility aur Sharpe ratio ka comparison karne se lagta hai ki yeh fund risk-adjusted returns ke liye theek hai. Expense ratio bhi kam hai, 0.92% hai, jo Fund A ka expense ratio se kam hai (1.56%).
📊 Portfolio Diversification
Ab yeh dekhte hain asset allocation aur top holdings concentration ka comparison. Fund B ka asset allocation Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% hai, jo Fund A ka asset allocation Equity: 96.43% se kam hai. Fund B ka top holdings concentration bhi kam hai, lekin sector risk bhi lagta hai ki yeh fund mein hai. Fund A ka top holdings concentration bhi kam hai, lekin sector risk bhi lagta hai ki yeh fund mein hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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?
Answer: Fund B Axis Small Cap Fund Direct Plan - Growth better hai long run mein, 5Y return 18.04% hai, jo Fund A ka 5Y return se adhik hai (3.31%).
Q2: Is the higher risk fund worth it?
Answer: Nai baat hai, riskometer bhi very high hai, lekin volatility aur Sharpe ratio ka comparison karne se lagta hai ki yeh fund theek hai risk-adjusted returns ke liye.
Q3: Which fund is more cost-effective?
Answer: Fund B Axis Small Cap Fund Direct Plan - Growth adhik cost-effective hai, expense ratio 0.92% hai, jo Fund A ka expense ratio se kam hai (1.56%).
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