Nippon India Large Cap Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
14.7%
Aap humein do large cap funds ke baare mein batane ja raha hain, Nippon India Large Cap Fund aur Edelweiss Mutual Fund Large Cap Fund. Ye dono funds apne high-risk, high-reward nature ke liye jaane jaate hain. Hum aapko yeh jaanane mein madad karenge ki dono funds mein se konsa fund aapke long-term investment ke liye acha hai.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 12.9 |
| Sharpe Ratio | 0.73 | 0.64 |
| 1 Year Return (%) | -0.91% | -4.02% |
| 3 Year Return (%) | 15.4% | 14.7% |
| 5 Year Return (%) | 3.31% | 12.03% |
| Since Launch (%) | 12.7% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, Fund A ki 3Y return 15.4% hai, jabki Fund B ki 14.7% hai. Lekin Fund B ka expense ratio 0.52% hai, jo Fund A ka 1.56% se kam hai. Riskometer ke liye bhi Fund A Very High hai, jabki Fund B bhi Very High hai. Dekho, Fund A Fund B se accha hai long-term wealth creation 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
Ek monthly SIP ke liye, Fund A ka consistency aur return stability Fund B se accha hai. Fund A ka 3Y return Fund B ke 14.7% se accha hai, aur Fund A ka expense ratio Fund B ke 0.52% se kam hai. Chaliye, Fund A ek monthly SIP ke liye acha fund hai.
⚠️ Risk & Cost Analysis
Riskometer ke liye, dono funds Very High hai, jisse risk bhi samaan hai. Lekin volatility ke liye, Fund B ka 12.9 Fund A ka 12.27 se jyada hai. Sharpe ratio ke liye, Fund A ka 0.73 Fund B ka 0.64 se accha hai. Dekho, Fund A Fund B se accha hai risk-adjusted returns ke liye.
📊 Portfolio Diversification
Asset allocation ke liye, dono funds 96% se zyada equity mein invest karte hain. Lekin Fund A ka asset allocation Fund B ke 96:4 se alag hai. Top holdings ka concentration bhi dono funds mein alag-alag hai. Fund A mein HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd. hai, jabki Fund B mein HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd. bhi hai. Lekin Fund B ka concentration Fund A ka 9.24% se jyada hai. Chaliye, Fund A ka portfolio Fund B ke portfolio se thoda diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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 A ki 5Y return 3.31% hai, jabki Fund B ki 12.03% hai. Isse patra Fund B Fund A se accha hai long run mein.
Q2: Is the higher risk fund worth it?
Fund B ka volatility 12.9 hai, jabki Fund A ka 12.27 hai. Sharpe ratio ke liye bhi Fund A ka 0.73 Fund B ka 0.64 se accha hai. Dekho, Fund A Fund B se accha hai risk-adjusted returns ke liye.
Q3: Which fund is more cost-effective?
Fund B ka expense ratio 0.52% hai, jabki Fund A ka 1.56% hai. Isse patra Fund B Fund A se accha hai cost-effectiveness ke liye.
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