Nippon India Large Cap Fund vs Old Bridge 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 logon ke paas do mukhya Large Cap Fund hain, Nippon India Large Cap Fund aur Old Bridge Mutual Fund Large Cap Fund. Hum aaj in do fund ke beech ka comparison karenge. Dekho, aap kya jaante hain? Yeh article aapko fund ki category, 1S, 3S aur 5S return, riskometer, volatility, Sharpe ratio, expense ratio, aum, asset allocation, aur top 3 holdings ke bare mein jaankari dega.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 11.89 |
| Sharpe Ratio | 0.73 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Haan, yeh aapka question hai. Long-term wealth creation ke liye, hum aapko Nippon India Large Cap Fund ki taraf dekhne ka suggestion deta hoon. Iska reason yeh hai ki yeh fund 3S return mein 14.7% se zyada hai, expense ratio mein 0.52% se kam hai, aur riskometer bhi very high hai. Lekin, yeh fund aapko jaldi se returns de sakta hai aur aapko apna target poora karne mein madad kar sakta 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
SIP ke liye, hum aapko Nippon India Large Cap Fund ke liye recommend karte hain. Yeh fund aapko 10+ saal ke liye aavashyak hai. Iska reason yeh hai ki yeh fund consistent return deta hai aur aapko apna target poora karne mein madad karta hai. Dekho, yeh fund aapko 5S return mein 12.03% deta hai, jisse aapka paisa kam hone ke chance kam ho jate hain.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se, Nippon India Large Cap Fund aapko better risk-adjusted returns deta hai. Yeh fund aapko 12.27% ki volatility se bachata hai aur aapko 0.73 ki Sharpe ratio se aavashyak returns deta hai. Dekho, yeh fund aapko 1.56% ki expense ratio se bachata hai, jisse aapka paisa kam hone ke chance kam ho jate hain.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisaab se, Nippon India Large Cap Fund aapko better portfolio diversification deta hai. Yeh fund aapko 96.43% ki equity allocation se bachata hai aur aapko 4.00% ki T-bills allocation se aavashyak returns deta hai. Dekho, yeh fund aapko HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. ke 3 top holdings se bachata hai, jisse aapka paisa kam hone ke chance kam ho jate hain.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Old Bridge 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?
Nippon India Large Cap Fund aapko 5S return mein 3.31% aur 3S return mein 15.4% deta hai, jisse yeh fund aapko better returns deta hai.
Q2: Is the higher risk fund worth it?
Nippon India Large Cap Fund aapko 12.27% ki volatility se bachata hai aur aapko 0.73 ki Sharpe ratio se aavashyak returns deta hai, lekin yeh fund aapko 1.56% ki expense ratio se bachata hai, jisse aapka paisa kam hone ke chance kam ho jate hain.
Q3: Which fund is more cost-effective?
Old Bridge Mutual Fund Large Cap Fund aapko 0.52% ki expense ratio se bachata hai, lekin yeh fund aapko 1S return mein -4.02% aur 3S return mein 14.7% deta hai, jisse yeh fund aapko better returns nahi deta 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