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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%

VS

3Y Return

12.96%

ParameterANippon India Large Cap Fund - Direct Plan - GrowthBAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth
Fund HouseNippon IndiaAngel One Mutual Fund
CategoryLarge CapMid Cap
NAV (β‚Ή)98.75116.77
AUM (β‚Ή Cr)5.17 Lac Cr1.55 Lac Cr
Expense Ratio (%)0.8%1.75%
RiskometerVery HighVery High
Volatility12.2514.85
Sharpe Ratio0.730.44
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 (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date2 January 20133 April 2006
Exit LoadNilNil
Fund ManagerAmber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)Chirag Setalvad; Dhruv Muchhal (13.4 years yrs)
BenchmarkBSE 100 Total Return IndexNifty Midcap 150 TRI
Top 3 HoldingsHDFC 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 AllocationEquity: 96.43%Equity: 94.00% | T-Bills: 6.00%
Portfolio Turnover70%25%

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 Calculator – Compare Growth Potential

Nippon India Large Cap Fund

β‚Ή1428138.45

@15.4% annual return (3Y)

Angel One Mutual Fund Mid Cap Fund

β‚Ή1230435.05

@13.0% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

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.

πŸ“Š 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.