Nippon India Large Cap Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
17.52%
Baatein karte hain Fund A aur Fund B ke beech. Fund A Nippon India Large Cap Fund Direct Plan Growth hai, jabki Fund B Axis Small Cap Fund Direct Plan Growth hai. Dekho, yeh dono fund very high riskometer waale hain, lekin aapko pata chalaega ki kaun sa fund aapke liye behtar hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 98.75 | 124.14 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.8% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 17.03 |
| Sharpe Ratio | 0.73 | 0.65 |
| 1 Year Return (%) | -0.91% | 4.52% |
| 3 Year Return (%) | 15.4% | 17.52% |
| 5 Year Return (%) | 16.46% | 18.04% |
| Since Launch (%) | 15.3% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | BSE 100 Total Return Index | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 96.43% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 70% | 12% |
🤖 AI Verdict – Which is Better?
Chaliye Fund B par aankhein rakhenge, kyunki yeh 3Y return mein 17.52% dete hain, jo Fund A ki 15.4% se adhik hai. Expense ratio bhi kam hai, 0.92% Fund A ki 0.8% se kam. Sach ye hai, Fund B aapke liye behtar fund hai long-term wealth creation ke liye.
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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
Kya aapko pata hai ki SIP ke liye Fund B behtar hai? Haan, yeh fund 10+ saal ke liye aapke liye behtar fund hai. Consistency aur return stability ke liye Fund B ka 4.52% 1Y return aur 17.52% 3Y return Fund A ka 15.4% se adhik hai.
⚠️ Risk & Cost Analysis
Chaliye Fund A aur Fund B ka riskometer, volatility, Sharpe ratio, aur expense ratio ka comparison karte hain. Fund A ka riskometer very high hai, lekin yeh Fund B ka riskometer se kam volatility (12.25 vs 17.03) aur kam expense ratio (0.8% vs 0.92%) se bhi behtar hai. Sharpe ratio bhi Fund A ka 0.73 Fund B ka 0.65 se adhik hai.
📊 Portfolio Diversification
Ab dekho Fund A aur Fund B ka asset allocation aur top holdings concentration ka comparison. Fund A ka asset allocation 96.43% equity hai, jabki Fund B ka 88.35% equity hai. Top holdings concentration bhi Fund A ka 9.24% HDFC Bank Ltd. Fund B ka 2.79% CCL Products (India) Ltd. se kam hai. Yeh sab bataata hai ki Fund A ka portfolio diversified hai lekin Fund B ka portfolio bhi kam sector risk se hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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 jyada returns dete hai, 5Y mein 18.04% aur 3Y mein 17.52%. Fund A 16.46% aur 15.4% dete hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka riskometer very high hai, lekin yeh Fund B ka riskometer se kam volatility aur kam expense ratio se bhi behtar hai. Sharpe ratio bhi Fund A ka 0.73 Fund B ka 0.65 se adhik hai.
Q3: Which fund is more cost-effective?
Fund B adhik cost-effective hai, expense ratio 0.92% Fund A ki 0.8% se kam hai. Exit load bhi nahi 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