Nippon India Large Cap Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
12.96%
Dekho, aaj hum do mutual funds ke beech mein comparison karenge - Nippon India Large Cap Fund aur Angel One Mutual Fund Mid Cap Fund. Ye dono fund large aur mid cap category mein aate hain. Aapki samasya hai ki konsa fund long-term mein aapki jaankari aur paisa bachaane mein better hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Angel One Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 98.75 | 116.77 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 14.85 |
| Sharpe Ratio | 0.73 | 0.44 |
| 1 Year Return (%) | -0.91% | -1.93% |
| 3 Year Return (%) | 15.4% | 12.96% |
| 5 Year Return (%) | 16.46% | 12.33% |
| Since Launch (%) | 15.3% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | BSE 100 Total Return Index | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.43% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 70% | 25% |
🤖 AI Verdict – Which is Better?
Ab aapko pata hai ki Nippon India Large Cap Fund aur Angel One Mutual Fund Mid Cap Fund dono hi high-risk category mein aate hain. Lekin agar aap long-term wealth creation ke liye invest karna chahte hain, to Nippon India Large Cap Fund better fund hai. Iska reason hai ki yeh fund 3 saal ke return mein 15.4% ka return diya hai, jabki Angel One Mutual Fund Mid Cap Fund 12.96% ka return diya hai. Iske alawa, Nippon India Large Cap Fund ka expense ratio 0.8% hai, jo ki 1.75% ka expense ratio ke mukableh kam hai.
Why consider Nippon India Large Cap Fund?
- Expense ratio: 0.8%
- 3Y return: 15.4%
- AUM: 5.17 Lac Cr
- Sharpe Ratio: 0.73
Why consider Angel One Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
SIP investment ke liye aapko consistency aur return stability ka dhyan dena hoga. Nippon India Large Cap Fund 5 saal ke return mein 16.46% ka return diya hai, jabki Angel One Mutual Fund Mid Cap Fund 12.33% ka return diya hai. Yeh fund consistent return diya hai, isliye iska SIP investment ke liye better hoga.
⚠️ Risk & Cost Analysis
Risk analysis ke liye hum riskometer, volatility, Sharpe ratio aur expense ratio ka comparison karenge. Dono fund high-risk category mein aate hain, lekin Nippon India Large Cap Fund ka Sharpe ratio 0.73 hai, jo ki Angel One Mutual Fund Mid Cap Fund ka Sharpe ratio 0.44 se adhik hai. Iske alawa, Nippon India Large Cap Fund ka expense ratio 0.8% hai, jo ki 1.75% ka expense ratio ke mukableh kam hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye hum Nippon India Large Cap Fund aur Angel One Mutual Fund Mid Cap Fund ka comparison karenge. Nippon India Large Cap Fund ka asset allocation 96.43% equity hai, jabki Angel One Mutual Fund Mid Cap Fund ka asset allocation 94% equity aur 6% T-Bills hai. Iske alawa, Nippon India Large Cap Fund ka top 3 holdings mein HDFC Bank, ICICI Bank aur Reliance Industries shamil hain, jo ki adhik diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% 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 Nippon India Large Cap Fund 5 saal ke return mein 16.46% ka return diya hai, jabki Angel One Mutual Fund Mid Cap Fund 12.33% ka return diya hai. Isliye Nippon India Large Cap Fund long-term mein better hai.
Q2: Is the higher risk fund worth it?
Sach ye hai ki Nippon India Large Cap Fund ka Sharpe ratio 0.73 hai, jo ki Angel One Mutual Fund Mid Cap Fund ka Sharpe ratio 0.44 se adhik hai. Iske alawa, Nippon India Large Cap Fund ka expense ratio 0.8% hai, jo ki 1.75% ka expense ratio ke mukableh kam hai. Isliye Nippon India Large Cap Fund adhik risk-adjusted return diya hai.
Q3: Which fund is more cost-effective?
Sach ye hai ki Nippon India Large Cap Fund ka expense ratio 0.8% hai, jo ki Angel One Mutual Fund Mid Cap Fund ka expense ratio 1.75% se kam hai. Isliye Nippon India Large Cap Fund adhik 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