Nippon India Large Cap Fund vs Quantum 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%
Mujhe dekhna hai ki Fund A aur Fund B dono hain Large Cap Category ke mutual funds dekho. Hamaari yeh report hai Fund A aur Fund B ke beech me kya antar hai aur kis fund se aapko zyada fayda hoga. Hum aapko 3Y return, expense ratio, aur risk ke hisab se long-term wealth creation ke liye sahi fund ke bare me batayenge.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quantum Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 11.75 |
| Sharpe Ratio | 0.73 | 0.7 |
| 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) | Atul Kumar (3.5 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% | 21% |
🤖 AI Verdict – Which is Better?
Haan, Fund A aur Fund B dono hain Very High risk category ke mutual funds lekin Fund B ke 3Y return 14.7% hai, jo Fund A ki 15.4% se kaam hai. Lekin expense ratio me Fund A 1.56% hai, jo Fund B ki 0.52% se zyada hai. Isliye, Fund B zyada affordable aur risk-adjusted returns deta hai. So, Fund B better hai long-term wealth creation ke liye.
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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
SIP (Systematic Investment Plan) ke liye Fund A aur Fund B ke beech me kya antar hai? Fund A ki consistency aur return stability Fund B se zyada hai. Isliye, Fund A better hai SIP ke liye 10+ saal ke liye.
⚠️ Risk & Cost Analysis
Chaliye Fund A aur Fund B ke riskometer, volatility, Sharpe ratio, aur expense ratio ke beech me kya antar hai. Fund A ka riskometer Very High hai aur volatility 12.27 hai. Fund B ka riskometer bhi Very High hai lekin volatility 11.75 hai, jo Fund A se kam hai. Sharpe ratio ke hisab se bhi Fund B better hai. Isliye, Fund B better hai risk-adjusted returns ke liye.
📊 Portfolio Diversification
Asset allocation ke hisab se Fund A aur Fund B ke beech me kya antar hai? Fund A ka asset allocation Equity 96.43% hai, jo Fund B ki 96.00% se zyada hai. Top holdings concentration ke hisab se bhi Fund A better hai. Isliye, Fund A portfolio diversification ke liye zyada accha hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Quantum 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?
Sach ye hai ki Fund A ke 5Y return 3.31% hai aur Fund B ke 12.03% hai, jo Fund A se zyada hai. Isliye, Fund B better hai long run ke return ke liye.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka higher risk fund hai lekin volatility 11.75 hai, jo Fund A se kam hai. Sharpe ratio ke hisab se bhi Fund B better hai. Isliye, Fund B higher risk fund worth hai.
Q3: Which fund is more cost-effective?
Chaliye expense ratio ke hisab se Fund A 1.56% hai, jo Fund B ki 0.52% se zyada hai. Isliye, Fund B 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