Nippon India Large Cap Fund vs Old Bridge 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
1.9%
Humare paas do funds hain - Nippon India Large Cap Fund aur Old Bridge Mutual Fund Multi Cap Fund. Ye donon funds Large Cap aur Multi Cap categories mein hain. Is article mein hum aapko fund B ki comparison mein fund A ke charan karenge aur aapko batayenge ki kis fund mein long-term ke liye investment karna chahiye.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 42.22 | 8.38 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 1.56% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 13.85 |
| Sharpe Ratio | 0.73 | 1.82 |
| 1 Year Return (%) | -0.91% | -11.42% |
| 3 Year Return (%) | 15.4% | 1.9% |
| 5 Year Return (%) | 3.31% | 1.13% |
| Since Launch (%) | 12.7% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 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% | 38% |
🤖 AI Verdict – Which is Better?
Long-term ke liye, fund A better hai. Iska 3Y return 15.4% hai, jabki fund B ka 3Y return 1.9% hai. Expense ratio bhi fund A ka kam hai, 1.56% hai, jabki fund B ka 1.68% hai. Riskometer bhi donon fundon ka Very High hai, lekin fund A ka Sharpe ratio 0.73 hai, jabki fund B ka 1.82 hai. Isiliye, fund A long-term ke liye better 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Monthly SIP ke liye, fund A better hai. Iska 3Y return consistent hai aur return stability bhi fund A mein hai. Fund B ka 1Y return -11.42% hai, jo fund A ka 1Y return -0.91% se bhi kam hai. Isiliye, monthly SIP ke liye fund A better hai.
⚠️ Risk & Cost Analysis
Fund A aur fund B donon ka riskometer Very High hai, lekin fund A ka volatility 12.27 hai, jabki fund B ka 13.85 hai. Sharpe ratio bhi fund B ka 1.82 hai, jabki fund A ka 0.73 hai. Expense ratio bhi fund A ka kam hai, 1.56% hai, jabki fund B ka 1.68% hai. Isiliye, fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Fund A aur fund B donon ka asset allocation mein Equity 96-97% hai. Lekin fund A ka top holdings concentration HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) hai, jabki fund B ka HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) hai. Isiliye, fund A ka portfolio diversification fund B se better hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Old Bridge Mutual Fund Multi Cap Fund
₹661259.80
@1.9% 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 ka 5Y return 3.31% hai, jabki fund B ka 5Y return 1.13% hai. Isiliye, fund A long-run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund B ka volatility 13.85 hai, jabki fund A ka 12.27 hai. Sharpe ratio bhi fund B ka 1.82 hai, jabki fund A ka 0.73 hai. Isiliye, fund B ka higher risk fund nahi hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 1.56% hai, jabki fund B ka 1.68% hai. Isiliye, fund A more cost-effective 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