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Large CapVSLiquid Fund

Nippon India Large Cap Fund vs Quant Mutual Fund Liquid Fund

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

3Y Return

15.4%

VS

3Y Return

9.45%

Ek din dekho, aaj hum do naye funds par dhyan dene wale hain - Nippon India Large Cap Fund aur Quant Mutual Fund Liquid Fund. Ye donon funds ek dusre se alag categories mein aate hain, lekin dono mein investment karna chahte hain. Aaj humein yeh jaanana hoga ki kis fund mein invest karna chahiye aur kya features use investment karne ke liye acha hain.

ParameterANippon India Large Cap Fund - Regular Plan - GrowthBQuant Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseNippon IndiaQuant Mutual Fund
CategoryLarge CapLiquid Fund
NAV (₹)42.2222.09
AUM (₹ Cr)5.17 Lac Cr4.47 Lac Cr
Expense Ratio (%)1.56%0.12%
RiskometerVery HighLow
Volatility12.270.13
Sharpe Ratio0.7322.69
1 Year Return (%)-0.91%0.9%
3 Year Return (%)15.4%9.45%
5 Year Return (%)3.31%8.38%
Since Launch (%)12.7%12.05%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date29 November 201211 June 2019
Exit LoadNilNil
Fund ManagerAmber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)N/A
BenchmarkNifty 50NIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 96.43%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover70%267%

🤖 AI Verdict – Which is Better?

Chaliye, hum pehle 3Y return, expense ratio aur risk ke adhar par fund ka verdict lete hain. Fund B ka 3Y return hua 9.45%, jo Fund A ka 15.4% se kam hai. Lekin expense ratio me Fund B 0.12% hai, jo Fund A ka 1.56% se kam hai. Riskometer ka perspective lete hain, to Fund A ki riskometer Very High hai, jabki Fund B ki riskometer Low hai. Haan, Fund B ki volatility bhi kam hai aur sharpe ratio bhi adhik hai. Lekin 3Y return ka perspective lete hain, to Fund A acha lagta hai. Sach ye hai, fund chunne ke liye aapko apne investment goals aur risk appetite ke adhar par sochna hoga.

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 Quant Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 9.45%
  • AUM: 4.47 Lac Cr
  • Sharpe Ratio: 22.69

📈 SIP Suitability

SIP suitabilty ke liye humein consistency aur return stability ka dhyan dena hoga. Fund A ka 1Y return -0.91% hai, jo Fund B ka 0.9% se kam hai. Lekin 3Y return ka perspective lete hain, to Fund A ka return adhik hai. Chaliye, humein SIP ke liye Fund A acha lagta hai, lekin aapko apne investment goals aur risk appetite ke adhar par sochna hoga ki aapko Fund A ki consistency chahiye ya Fund B ki stability.

⚠️ Risk & Cost Analysis

Risk and cost analysis ke liye humein riskometer, volatility, sharpe ratio aur expense ratio ka dhyan dena hoga. Fund A ki riskometer Very High hai, jabki Fund B ki riskometer Low hai. Lekin volatility ka perspective lete hain, to Fund A ki volatility adhik hai. Sharpe ratio ka perspective lete hain, to Fund B ka sharpe ratio adhik hai. Expense ratio ka perspective lete hain, to Fund B 0.12% hai, jo Fund A ka 1.56% se kam hai. Haan, Fund B ki cost-effectiveness kam hai. Lekin 3Y return ka perspective lete hain, to Fund B acha lagta hai.

📊 Portfolio Diversification

Portfolio diversification ke liye humein asset allocation aur top holdings concentration ka dhyan dena hoga. Fund A ka asset allocation 96.43% equity hai, jabki Fund B ka asset allocation T-Bills, CD, CP aur cash mein 65.00%, 20.00%, 10.00% aur 5.00% hai. Haan, Fund B ka asset allocation adhik diversified hai, lekin sector risk bhi adhik hai. Fund A ka top holdings concentration HDFC Bank Ltd., ICICI Bank Ltd. aur Reliance Industries Ltd. mein 9.24%, 7.99% aur 4.3% hai. Haan, Fund A ka sector risk adhik hai.

SIP Calculator – Compare Growth Potential

Nippon India Large Cap Fund

1428138.45

@15.4% annual return (3Y)

Quant Mutual Fund Liquid Fund

1000392.84

@9.4% 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?

Long run mein Fund A 5Y return 3.31% hai, jo Fund B ka 8.38% se kam hai. Haan, Fund A ka 3Y return 15.4% hai, jo Fund B ka 9.45% se adhik hai. Lekin overall 5Y return ka perspective lete hain, to Fund B acha lagta hai.

Q2: Is the higher risk fund worth it?

Haan, Fund A ki higher risk worth hai, lekin aapko apne investment goals aur risk appetite ke adhar par sochna hoga. Fund A ki volatility 12.27% hai, jabki Fund B ki volatility 0.13% hai. Lekin sharpe ratio ka perspective lete hain, to Fund B ka sharpe ratio adhik hai. Haan, Fund B ki cost-effectiveness kam hai.

Q3: Which fund is more cost-effective?

Haan, Fund B 0.12% expense ratio hai, jo Fund A ka 1.56% se kam hai. Haan, Fund B ki cost-effectiveness kam 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.