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Large CapVSLiquid

Nippon India Large Cap Fund vs Nippon India Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

15.4%

VS

3Y Return

6.96%

dekho, aapke paas do investment options hain - Nippon India Large Cap Fund aur Nippon India Liquid Fund. Ye don't hai Large Cap aur Liquid category ke funds, jo aapke long-term wealth creation ke liye mahatvapoorn hain. Aaj hum aapko batayenge ki yeh do funds aapke liye kitne achhe hain.

ParameterANippon India Large Cap Fund - Regular Plan - GrowthBNippon India Liquid Fund - Direct Plan - Growth
Fund HouseNippon IndiaNippon India
CategoryLarge CapLiquid
NAV (₹)42.226813.87
AUM (₹ Cr)5.17 Lac Cr3.79 Lac Cr
Expense Ratio (%)1.56%0.2%
RiskometerVery HighLow
Volatility12.270.12
Sharpe Ratio0.733.83
1 Year Return (%)-0.91%6.21%
3 Year Return (%)15.4%6.96%
5 Year Return (%)3.31%6.14%
Since Launch (%)12.7%6.87%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date29 November 20121 January 2013
Exit LoadNilNil
Fund ManagerAmber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)Amber Singhania; Kinjal Desai; Vikash Agarwal (1.7 years yrs)
BenchmarkNifty 50NIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%)Reserve Bank of India (3.31%), Reserve Bank of India (3.04%), National Bank For Agriculture & Rural Development (1.96%)
Asset AllocationEquity: 96.43%CP: 50.93% | CD: 33.36% | T-Bills: 12.23% | Debenture: 0.79% | SDL: 0.12% | Debt: 0.08%
Portfolio Turnover70%260%

🤖 AI Verdict – Which is Better?

haan, hum aapko batate hain ki Nippon India Large Cap Fund aapke liye better investment hai. Iska sabse bada kaaran yeh hai ki yeh fund 3Y return mein 15.4% ka return dega, jo Nippon India Liquid Fund se adhik hai. Lekin, expense ratio mein Nippon India Liquid Fund kam hai, jo 1.56% hai. Riskometer mein bhi Nippon India Liquid Fund kam hai, jo Low hai. Dekho, yeh fund aapke liye kam risk aur kam expense ke saath aapke liye acha 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 Nippon India Liquid Fund?

  • Expense ratio: 0.2%
  • 3Y return: 6.96%
  • AUM: 3.79 Lac Cr
  • Sharpe Ratio: 3.83

📈 SIP Suitability

sach ye hai, Nippon India Liquid Fund aapke liye better SIP option hai. Iska sabse bada kaaran yeh hai ki yeh fund 3Y return mein adhik stable hai. Nippon India Large Cap Fund ki 3Y return mein adhik chhoti hai aur ismein bhi volatility adhik hai. Dekho, yeh fund aapke liye SIP ke liye better hai.

⚠️ Risk & Cost Analysis

dekho, Nippon India Liquid Fund aapke liye better risk-adjusted returns dega. Iska sabse bada kaaran yeh hai ki yeh fund volatility mein kam hai, jo 0.12 hai. Nippon India Large Cap Fund ki volatility mein adhik hai, jo 12.27 hai. Sharpe ratio mein bhi Nippon India Liquid Fund kam hai, jo 3.83 hai. Dekho, yeh fund aapke liye risk-adjusted returns ke liye better hai.

📊 Portfolio Diversification

dekho, Nippon India Liquid Fund aapke liye better portfolio diversification hai. Iska sabse bada kaaran yeh hai ki ismein asset allocation mein diversification hai, jo CP, CD, T-Bills, aur Debenture mein hai. Nippon India Large Cap Fund mein asset allocation mein adhik concentration hai, jo Equity mein hai. Top holdings mein bhi Nippon India Liquid Fund mein diversification hai, jo Reserve Bank of India, National Bank For Agriculture & Rural Development, aur National Bank For Agriculture & Rural Development mein hai. Dekho, yeh fund aapke liye better portfolio diversification hai.

SIP Calculator – Compare Growth Potential

Nippon India Large Cap Fund

1428138.45

@15.4% annual return (3Y)

Nippon India Liquid Fund

868530.05

@7.0% 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?

Nippon India Large Cap Fund 5Y return mein 3.31% ka return dega, jo Nippon India Liquid Fund se kam hai. Lekin, Nippon India Liquid Fund 3Y return mein 6.96% ka return dega, jo Nippon India Large Cap Fund se adhik hai. Dekho, Nippon India Liquid Fund aapke liye short-term mein better hai, lekin Nippon India Large Cap Fund aapke liye long-term mein better hai.

Q2: Is the higher risk fund worth it?

Nippon India Large Cap Fund ki volatility 12.27 hai, jo Nippon India Liquid Fund ki volatility 0.12 se adhik hai. Lekin, Nippon India Liquid Fund ka Sharpe ratio 3.83 hai, jo Nippon India Large Cap Fund ka Sharpe ratio 0.73 se adhik hai. Dekho, Nippon India Liquid Fund aapke liye better risk-adjusted returns dega.

Q3: Which fund is more cost-effective?

Nippon India Liquid Fund ka expense ratio 0.2% hai, jo Nippon India Large Cap Fund ka expense ratio 1.56% se kam hai. Dekho, yeh fund aapke liye cost-effective hai.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.