Nippon India Large Cap Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
21.36%
Aapke paas do bade mutual fund schemes hain, Nippon India Large Cap Fund aur Axis Bluechip Fund. Ye donon fund Large Cap category mein aate hain. Is article mein hum in donon fund ki comparison karke dekhege ki kis fund mein long-term wealth creation ke liye better hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 98.75 | 20.09 |
| AUM (₹ Cr) | 5.17 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.8% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 11.32 |
| Sharpe Ratio | 0.73 | 1.31 |
| 1 Year Return (%) | -0.91% | 5.85% |
| 3 Year Return (%) | 15.4% | 21.36% |
| 5 Year Return (%) | 16.46% | 5.92% |
| Since Launch (%) | 15.3% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 years yrs) |
| Benchmark | BSE 100 Total Return Index | 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% | 16% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, Fund B, Axis Bluechip Fund, better hai. Iska reason hai ki yeh fund 3Y return mein 21.36% ki rakha hai, jiska comparison Nippon India Large Cap Fund (15.4%) ke saath karna hai. Sath hi, expense ratio bhi thoda kam hai, jiska 0.52% hai. Risks ke mukable, Nippon India Large Cap Fund ka riskometer aur volatility thoda zyada 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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
Monthly SIP ke liye, Axis Bluechip Fund ka consistency aur return stability bahut achha hai. Iska reason hai ki yeh fund 5Y return mein -0.91% (Nippon India Large Cap Fund) ke liye 5.92% ki rakha hai. SIP ke liye yeh fund better option hai.
⚠️ Risk & Cost Analysis
Risikometer aur volatility ke mukable, Nippon India Large Cap Fund thoda zyada risk hai. Lekin, sharpe ratio ke mukable, Axis Bluechip Fund ka sharpe ratio 1.31 hai, jiska comparison Nippon India Large Cap Fund (0.73) ke saath karna hai. Expense ratio bhi Axis Bluechip Fund ka thoda kam hai, jiska 0.52% hai.
📊 Portfolio Diversification
Asset allocation ke mukable, donon fund mein 96% se zyada equity hai. Lekin, asset allocation ke liye, Axis Bluechip Fund T-bills mein 4% ka allocation hai, jiska comparison Nippon India Large Cap Fund ke saath karna hai. Top holdings concentration ke mukable, donon fund mein HDFC Bank Ltd. aur ICICI Bank Ltd. ka concentration thoda zyada hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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 Axis Bluechip Fund 5Y return mein 5.92% ki rakha hai, jiska comparison Nippon India Large Cap Fund (16.46%) ke saath karna hai. Lekin, 3Y return ke mukable, Nippon India Large Cap Fund (15.4%) ki rakha hai. Donon fund ki comparison karke, Axis Bluechip Fund better hai.
Q2: Is the higher risk fund worth it?
Volatility aur sharpe ratio ke mukable, Nippon India Large Cap Fund thoda zyada risk hai. Sharpe ratio ke mukable, Axis Bluechip Fund ka sharpe ratio 1.31 hai, jiska comparison Nippon India Large Cap Fund (0.73) ke saath karna hai. To, Axis Bluechip Fund better hai, lekin risk khatre kaa samna karnaa hoga.
Q3: Which fund is more cost‑effective?
Aapki paise bachane ke liye, Axis Bluechip Fund cost-effective hai. Iska expense ratio 0.52% hai, jiska comparison Nippon India Large Cap Fund (0.8%) ke saath karna hai. To, Axis Bluechip Fund best option 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