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
19.68%
Ek baar phir humare paas do bade mutual funds hain, Nippon India Large Cap Fund aur Axis Bluechip Fund. Dono fund Large Cap category mein hain, jiska matlab hai ki yeh company jaise HDFC Bank, ICICI Bank, aur Reliance Industries mein lagat karte hain. Aaj hum jaanege ki yeh do fund aapke paas kitne achhe returns dete hain aur kitna risk lete hain.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 98.75 | 18.82 |
| AUM (₹ Cr) | 5.17 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 11.34 |
| Sharpe Ratio | 0.73 | 1.16 |
| 1 Year Return (%) | -0.91% | 4.44% |
| 3 Year Return (%) | 15.4% | 19.68% |
| 5 Year Return (%) | 16.46% | 5.62% |
| Since Launch (%) | 15.3% | 14.6% |
| 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?
Ab hum jante hain kya fund aapke liye behtar hai. Dekho, Fund A ka 3Y return 15.4% hai, lekin expense ratio 0.8% hai. Fund B ka 3Y return 19.68% hai, lekin expense ratio 1.52% hai. Haan, Fund B ka expense ratio zyada hai, lekin yeh fund aapke paas better returns dete hai. Isliye, hamara verdict hai ki Fund B aapke liye behtar 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: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
SIP (Systematic Investment Plan) se aap ek samay par regular rupaye lagate hain. Ab hum jaanege ki Fund A ya Fund B aapke liye acha hai. Dekho, Fund A ka 1Y return -0.91% hai, lekin Fund B ka 1Y return 4.44% hai. Haan, Fund A ka performance pooraya hai, lekin yeh fund aapke liye stable returns dete hai. Isliye, hamara verdict hai ki Fund B aapke liye acha hai SIP ke liye.
⚠️ Risk & Cost Analysis
Ab hum jaanege ki do fund mein kitna risk hai aur expense kitna hai. Dekho, Fund A ka riskometer Very High hai, lekin volatility 12.25 hai. Fund B ka riskometer bhi Very High hai, lekin volatility 11.34 hai. Haan, Fund B ka risk zyada hai, lekin yeh fund aapke paas better risk-adjusted returns dete hai. Isliye, hamara verdict hai ki Fund B aapke liye behtar hai.
📊 Portfolio Diversification
Ab hum jaanege ki do fund mein asset allocation kaisi hai aur top holdings konsi hain. Dekho, Fund A mein equity 96.43% hai, lekin Fund B mein equity 96.00% hai aur T-Bills 4.00% hai. Haan, dono fund mein equity ki proportion zyada hai, lekin Fund B mein T-Bills ki proportion hai jo aapke liye diversified portfolio dete hai. Isliye, hamara verdict hai ki Fund B aapke liye behtar hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Bluechip Fund
₹1872598.46
@19.7% 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?
Answer: Fund B ka 5Y return 5.62% hai, jo Fund A ka 5Y return 16.46% se kam hai. Haan, Fund A ka long-term performance accha hai, lekin Fund B ka short-term performance accha hai.
Q2: Is the higher risk fund worth it?
Answer: Haan, Fund B ka volatility 11.34 hai, jo Fund A ka volatility 12.25 se kam hai. Isliye, Fund B aapke paas behtar risk-adjusted returns dete hai.
Q3: Which fund is more cost-effective?
Answer: Fund A ka expense ratio 0.8% hai, jo Fund B ka expense ratio 1.52% se kam hai. Haan, Fund A aapke paas cost-effective fund 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