Nippon India Large Cap Fund vs Sundaram 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
22.93%
Agar aap desh ka sabse bada fund market mein bhugtan karte hain, toh aapko pata hoga ki Large Cap aur Multi Cap funds dono hi bahut hi popular hain. Lekin kya ek se doosre se unki performance bahut hi alag hai? Aaj hum aapko Fund A: Nippon India Large Cap Fund aur Fund B: Sundaram Mutual Fund Multi Cap Fund ke beech ka comparison karne wale hain. Dekho, Fund A Large Cap fund hai, jabki Fund B Multi Cap fund hai. Is liye, aaj hum jaante hain ki dono funds ka performance kitna bada hai.
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BSundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Sundaram Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 42.22 | 1431.56 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.65 Lac Cr |
| Expense Ratio (%) | 1.56% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 14.8 |
| Sharpe Ratio | 0.73 | 1.11 |
| 1 Year Return (%) | -0.91% | 6.91% |
| 3 Year Return (%) | 15.4% | 22.93% |
| 5 Year Return (%) | 3.31% | 19.07% |
| Since Launch (%) | 12.7% | 15.59% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | S. Krishnakumar (3.5 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% | 50% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund B Sundaram Mutual Fund Multi Cap Fund aapke liye bhi zyada accha fund ho sakta hai. Iska reason hai ki 3Y return mein Fund B 22.93% se jyaada hai, jo ki Fund A ki 15.4% se jyaada hai. Lekin expense ratio ke liye Fund B bhi thoda zyada hai. Lekin overall isme Fund B ka jitna bada return hai, woh Fund A ka jyada expense hai. Haan, Fund A ka riskometer bhi very high hai, lekin Fund B ka bhi riskometer very high hai. Isliye, Fund B aapke liye zyada accha fund 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 Sundaram Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 22.93%
- AUM: 1.65 Lac Cr
- Sharpe Ratio: 1.11
📈 SIP Suitability
Aap monthly SIP ke liye dono funds ka comparison karte hain. Fund B ki performance Fund A se jyada stable hai. Iske 1Y return 6.91% hai, jo ki Fund A ki -0.91% se jyaada hai. Isliye, Fund B aapke liye monthly SIP ke liye zyada accha fund hai.
⚠️ Risk & Cost Analysis
Riskometer aur Sharpe ratio se Fund B zyada accha fund hai. Fund B ka riskometer very high hai, lekin Sharpe ratio 1.11 hai. Fund A ka riskometer bhi very high hai, lekin Sharpe ratio 0.73 hai. Iske alawa, expense ratio ke liye Fund B zyada hai. Lekin overall isme Fund B ka jyada return hai, jisse woh Fund A ka jyada expense hi hai.
📊 Portfolio Diversification
Asset allocation ke liye Fund A zyada diversified hai. Fund A mein 96.43% equity hai, jabki Fund B mein 97.00% equity hai. Iske alawa, Fund A mein HDFC Bank Ltd. aur ICICI Bank Ltd. jaise dono banks hain, jabki Fund B mein bhi dono banks hain. Isliye, Fund A ka portfolio Fund B ke liye zyada diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Sundaram Mutual Fund Multi Cap Fund
₹2318032.57
@22.9% 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?
Q1 ka answer hai ki Fund B Sundaram Mutual Fund Multi Cap Fund aapke liye bhi zyada accha fund ho sakta hai. Iska reason hai ki 3Y return mein Fund B 22.93% se jyaada hai, jo ki Fund A ki 15.4% se jyaada hai. Lekin expense ratio ke liye Fund B bhi thoda zyada hai. Lekin overall isme Fund B ka jitna bada return hai, woh Fund A ka jyada expense hai.
Q2: Is the higher risk fund worth it?
Q2 ka answer hai ki Fund B ka riskometer very high hai, lekin Sharpe ratio 1.11 hai. Isliye, Fund B ka higher risk fund kaafi jyada accha hai.
Q3: Which fund is more cost-effective?
Q3 ka answer hai ki Fund A ka expense ratio 1.56% hai, jo ki Fund B ka 1.68% se kam hai. Isliye, Fund A aapke liye 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