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Large CapVSLiquid Fund

Nippon India Large Cap Fund vs UTI 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

6.93%

dekho, aapke paas do fund hain - Nippon India Large Cap Fund aur UTI Liquid Fund - jinke category aur performance ke baare mein hum aaj jaanenge. is article mein hum aapko bataenge ki konsa fund aapke liye adhik upyukt hai aur kyun.

ParameterANippon India Large Cap Fund - Regular Plan - GrowthBUTI Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseNippon IndiaUTI Mutual Fund
CategoryLarge CapLiquid Fund
NAV (₹)42.225622.79
AUM (₹ Cr)5.17 Lac Cr3.63 Lac Cr
Expense Ratio (%)1.56%0.12%
RiskometerVery HighLow
Volatility12.270.11
Sharpe Ratio0.733.91
1 Year Return (%)-0.91%6.17%
3 Year Return (%)15.4%6.93%
5 Year Return (%)3.31%6.11%
Since Launch (%)12.7%50.63%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date29 November 20121 January 2013
Exit LoadNilNil
Fund ManagerAmber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)V. Srivatsa (3.5 years yrs)
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%233%

🤖 AI Verdict – Which is Better?

haan, aapke liye humara verdict hai ki UTI Mutual Fund Liquid Fund Direct Plan Growth fund aapke liye adhik upyukt hai. iska reason hai ki 3Y return bahut accha hai, expense ratio bahut kam hai aur riskometer low hai. lekin agar aap long-term wealth creation ke liye invest karna chahte hain, to Nippon India Large Cap Fund Regular Plan Growth fund aapke liye adhik upyukt 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 UTI Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 3.63 Lac Cr
  • Sharpe Ratio: 3.91

📈 SIP Suitability

dekho, agar aap monthly SIP ke liye invest karna chahte hain, to Nippon India Large Cap Fund Regular Plan Growth fund aapke liye adhik upyukt hai. iska reason hai ki 3Y return bahut accha hai aur expense ratio kam hai. lekin agar aap monthly SIP ke liye invest karna chahte hain aur long-term wealth creation ke liye invest karna chahte hain, to UTI Mutual Fund Liquid Fund Direct Plan Growth fund aapke liye adhik upyukt hai.

⚠️ Risk & Cost Analysis

dekho, Nippon India Large Cap Fund Regular Plan Growth fund ka riskometer very high hai, volatility 12.27 hai aur expense ratio 1.56% hai. lekin sharpe ratio 0.73 hai, jo thoda accha hai. UTI Mutual Fund Liquid Fund Direct Plan Growth fund ka riskometer low hai, volatility 0.11 hai aur expense ratio 0.12% hai. lekin sharpe ratio 3.91 hai, jo bahut accha hai. isliye, UTI Mutual Fund Liquid Fund Direct Plan Growth fund aapke liye adhik upyukt hai.

📊 Portfolio Diversification

dekho, Nippon India Large Cap Fund Regular Plan Growth fund ka asset allocation equity 96.43% hai, jo bahut jyada hai. lekin top 3 holdings concentration bahut kam hai, HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%). UTI Mutual Fund Liquid Fund Direct Plan Growth fund ka asset allocation T-Bills 65.00% hai, CD 20.00% hai, CP 10.00% hai, aur cash 5.00% hai. lekin top 3 holdings concentration bahut jyada hai, State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%). isliye, UTI Mutual Fund Liquid Fund Direct Plan Growth fund ka portfolio diversification adhik accha hai.

SIP Calculator – Compare Growth Potential

Nippon India Large Cap Fund

1428138.45

@15.4% annual return (3Y)

UTI Mutual Fund Liquid Fund

867076.87

@6.9% 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?

sach ye hai, UTI Mutual Fund Liquid Fund Direct Plan Growth fund 5Y/3Y returns mein adhik accha hai.

Q2: Is the higher risk fund worth it?

na, Nippon India Large Cap Fund Regular Plan Growth fund ka volatility 12.27 hai, jo bahut jyada hai. lekin sharpe ratio 0.73 hai, jo thoda accha hai. isliye, UTI Mutual Fund Liquid Fund Direct Plan Growth fund aapke liye adhik upyukt hai.

Q3: Which fund is more cost-effective?

sach ye hai, UTI Mutual Fund Liquid Fund Direct Plan Growth fund expense ratio 0.12% hai, jo bahut kam hai. lekin Nippon India Large Cap Fund Regular Plan Growth fund expense ratio 1.56% hai, jo bahut jyada hai. isliye, UTI Mutual Fund Liquid Fund Direct Plan Growth fund aapke liye adhik cost-effective 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.