Nippon India Large Cap Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
19.19%
Ye dono funds Nippon India Large Cap Fund aur Axis Midcap Fund ek doosre se alag hain. Fund A Large Cap category mein hai, jabki Fund B Mid Cap category mein hai. Dekho, Fund A 3 saal ke return mein 15.4% deta hai, lekin expense ratio mein 1.58% se zyada hai. Fund B 3 saal ke return mein 19.19% deta hai, lekin expense ratio mein 1.58% hai. Is article mein hum dekhenge ke is dono funds mein kya acha hai aur kya galti hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 98.75 | 136.27 |
| AUM (₹ Cr) | 5.17 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 14.48 |
| Sharpe Ratio | 0.73 | 0.88 |
| 1 Year Return (%) | -0.91% | 7.41% |
| 3 Year Return (%) | 15.4% | 19.19% |
| 5 Year Return (%) | 16.46% | 16.41% |
| Since Launch (%) | 15.3% | 18.68% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 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%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 96.43% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 70% | 12% |
🤖 AI Verdict – Which is Better?
Haan, hum khaate hai ki Fund B Axis Midcap Fund better hai long-term wealth creation ke liye. Yeh 3 saal ke return mein 19.19% deta hai, jisse Fund A (15.4%) se zyada hai. Lekin expense ratio mein hai 1.58% hi, jo Fund A (0.8%) se zyada nahi. Riskometer mein bhi Fund B Very High hai, lekin Sharpe ratio mein 0.88 hai, jisse Fund A (0.73) se zyada hai. So, hum khaate hai Fund B better 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 Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Chaliye, hum dekhenge ki Fund B SIP ke liye acha hai ya nahi. Fund B 3 saal ke return mein 19.19% deta hai, jisse Fund A (15.4%) se zyada hai. Lekin expense ratio mein hai 1.58%, jisse Fund A (0.8%) se zyada hai. Volatility mein bhi Fund B zyada hai, lekin Sharpe ratio mein 0.88 hai, jisse Fund A (0.73) se zyada hai. So, hum khaate hai Fund B monthly SIP ke liye acha hai 10+ saal ke liye.
⚠️ Risk & Cost Analysis
Haan, hum khaate hai ki Fund B zyada risk hai, lekin better risk-adjusted return deta hai. Riskometer mein bhi Fund B Very High hai, lekin Sharpe ratio mein 0.88 hai, jisse Fund A (0.73) se zyada hai. Volatility mein bhi Fund B zyada hai, lekin expense ratio mein 1.58% hai, jisse Fund A (0.8%) se zyada hai. So, hum khaate hai Fund B better risk-adjusted return deta hai.
📊 Portfolio Diversification
Chaliye, hum dekhenge ki dono funds mein asset allocation hai kya. Fund A mein equity 96.43% hai, jabki Fund B mein equity 89.53% hai. Asset allocation mein Fund A zyada diversified hai, lekin top holdings mein Fund B zyada diversified hai. Sector risk mein bhi Fund B zyada hai, lekin Sharpe ratio mein 0.88 hai, jisse Fund A (0.73) se zyada hai. So, hum khaate hai Fund B portfolio diversification mein acha hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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?
Fund B Axis Midcap Fund 5 saal ke return mein 16.41% deta hai, jisse Fund A (16.46%) se kam hai. Lekin 3 saal ke return mein 19.19% deta hai, jisse Fund A (15.4%) se zyada hai. So, Fund B long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund B Axis Midcap Fund zyada risk hai, lekin Sharpe ratio mein 0.88 hai, jisse Fund A (0.73) se zyada hai. Volatility mein bhi Fund B zyada hai, lekin expense ratio mein 1.58% hai, jisse Fund A (0.8%) se zyada hai. So, Fund B risk-adjusted return mein better hai.
Q3: Which fund is more cost-effective?
Fund A Nippon India Large Cap Fund expense ratio mein 0.8% hai, jo Fund B (1.58%) se kam hai. Lekin Fund B Axis Midcap Fund Sharpe ratio mein 0.88 hai, jisse Fund A (0.73) se zyada hai. So, Fund A 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