Nippon India Large Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
14.24%
Yeh article mein hum Fund A (Nippon India Large Cap Fund) aur Fund B (Edelweiss Mutual Fund Multi Cap Fund) ka comparison karne ja rahe hain. Dekho, ye dono funds very high riskometer ke saath aate hain, lekin kya hai unke long-term return aur expense ratio ke beech ki bhavna? Is article mein hum ye sab jannege.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 42.22 | 15.12 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 1.56% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 15.25 |
| Sharpe Ratio | 0.73 | 0.68 |
| 1 Year Return (%) | -0.91% | 3.12% |
| 3 Year Return (%) | 15.4% | 14.24% |
| 5 Year Return (%) | 3.31% | 8.32% |
| Since Launch (%) | 12.7% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 96.43% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 70% | 55% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund B (Edelweiss Mutual Fund Multi Cap Fund) better hai long-term wealth creation ke liye. Iska 3Y return 14.24% hai, jo Fund A (Nippon India Large Cap Fund) ka 15.4% se kam hai. Lekin expense ratio mein Fund A chhoti hai, 1.56% vs Fund B ka 1.68%. Risk ka samay hai, lekin Fund A ka 3Y return Fund B se bada hai, toh isme Fund A ka favret 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 Edelweiss Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
SIP (Systematic Investment Plan) ke liye Fund B (Edelweiss Mutual Fund Multi Cap Fund) better hai. Iska 5Y return 8.32% hai, jo Fund A ka 3.31% se adhik hai. Lekin expense ratio mein Fund A chhoti hai, 1.56% vs Fund B ka 1.68%. SIP ke liye Fund A ka consistency aur return stability bhi good hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ka comparison karne ke baad, Fund A (Nippon India Large Cap Fund) better hai. Iska riskometer very high hai, lekin volatility 12.27 hai, jo Fund B ka 15.25 se kam hai. Sharpe ratio mein Fund A bhi adhik hai, 0.73 vs Fund B ka 0.68. Expense ratio mein Fund A chhoti hai, 1.56% vs Fund B ka 1.68%. Isliye, Fund A ka risk-adjusted return better hai.
📊 Portfolio Diversification
Asset allocation ka comparison karne ke baad, Fund A (Nippon India Large Cap Fund) better hai. Iska equity allocation 96.43% hai, jo Fund B ka 97% se kam hai. Lekin Fund B ka T-Bills allocation 3% hai, jo Fund A mein nahin hai. Top holdings concentration mein Fund A bhi adhik hai, HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), aur Reliance Industries Ltd. (4.3%). Isliye, Fund A ka portfolio more diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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 (Nippon India Large Cap Fund) ka 5Y return 3.31% hai, jo Fund B (Edelweiss Mutual Fund Multi Cap Fund) ka 8.32% se kam hai. Lekin Fund A ka 3Y return 15.4% hai, jo Fund B ka 14.24% se adhik hai. Isliye, Fund A ka long-term return better hai.
Q2: Is the higher risk fund worth it?
Volatility aur Sharpe ratio ka comparison karne ke baad, Fund A (Nippon India Large Cap Fund) ka risk-adjusted return better hai. Iska volatility 12.27 hai, jo Fund B ka 15.25 se kam hai. Sharpe ratio mein Fund A bhi adhik hai, 0.73 vs Fund B ka 0.68. Isliye, Fund A ka higher risk fund worth hai.
Q3: Which fund is more cost-effective?
Expense ratio ka comparison karne ke baad, Fund A (Nippon India Large Cap Fund) more cost-effective hai. Iska expense ratio 1.56% hai, jo Fund B (Edelweiss Mutual Fund Multi Cap Fund) ka 1.68% se kam hai. Isliye, Fund A ka expense ratio more cost-effective hai.