Nippon India Large Cap Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
14.7%
Today, we are comparing two Large Cap Funds, Nippon India Large Cap Fund and Edelweiss Mutual Fund Large Cap Fund. Both funds have a similar risk profile and investment objective. Dekho, in this article, we will find out which fund is better suited for long-term wealth creation.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 98.75 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.8% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 12.9 |
| Sharpe Ratio | 0.73 | 0.64 |
| 1 Year Return (%) | -0.91% | -4.02% |
| 3 Year Return (%) | 15.4% | 14.7% |
| 5 Year Return (%) | 16.46% | 12.03% |
| Since Launch (%) | 15.3% | 11.65% |
| 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) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
After analyzing the performance, we found that Nippon India Large Cap Fund is a better option for long-term wealth creation. It has a higher 3Y return (15.4%) compared to Edelweiss Mutual Fund Large Cap Fund (14.7%). Haan, this is a significant difference. Lekin, Edelweiss Mutual Fund Large Cap Fund has a lower expense ratio (0.52%) compared to Nippon India Large Cap Fund (0.8%). Sach ye hai, it is a trade-off between returns and cost. For long-term wealth creation, we prefer Nippon India Large Cap Fund.
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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
For a monthly SIP for 10+ years, we recommend Nippon India Large Cap Fund. It has a higher 3Y return and a more consistent performance compared to Edelweiss Mutual Fund Large Cap Fund. Chaliye, let's take a look at the 5Y return, which is 16.46% for Nippon India Large Cap Fund and 12.03% for Edelweiss Mutual Fund Large Cap Fund. Haan, it is clear that Nippon India Large Cap Fund is a better option for a long-term SIP.
⚠️ Risk & Cost Analysis
Let's compare the riskometer, volatility, Sharpe ratio, and expense ratio of both funds. Dekho, Nippon India Large Cap Fund has a higher riskometer and volatility (Very High and 12.25) compared to Edelweiss Mutual Fund Large Cap Fund (Very High and 12.9). Lekin, Nippon India Large Cap Fund has a higher Sharpe ratio (0.73) compared to Edelweiss Mutual Fund Large Cap Fund (0.64). Sach ye hai, it is a trade-off between risk and return. Edelweiss Mutual Fund Large Cap Fund has a lower expense ratio (0.52%) compared to Nippon India Large Cap Fund (0.8%).
📊 Portfolio Diversification
Let's compare the asset allocation and top holdings concentration of both funds. Chaliye, Nippon India Large Cap Fund has a higher asset allocation in equity (96.43%) compared to Edelweiss Mutual Fund Large Cap Fund (96.00%). Dekho, Edelweiss Mutual Fund Large Cap Fund has a more diversified portfolio with a allocation of 4.00% in T-Bills. Lekin, Nippon India Large Cap Fund has a higher concentration in HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), and Reliance Industries Ltd. (4.3%). Sach ye hai, it is a trade-off between diversification and concentration.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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?
Nippon India Large Cap Fund gives better returns in the long run with a 5Y return of 16.46% compared to Edelweiss Mutual Fund Large Cap Fund's 5Y return of 12.03%.
Q2: Is the higher risk fund worth it?
No, the higher risk fund may not be worth it. Although Nippon India Large Cap Fund has a higher Sharpe ratio (0.73) compared to Edelweiss Mutual Fund Large Cap Fund (0.64), it also has a higher volatility (12.25) and expense ratio (0.8%).
Q3: Which fund is more cost-effective?
Edelweiss Mutual Fund Large Cap Fund is more cost-effective with an expense ratio of 0.52% compared to Nippon India Large Cap Fund's expense ratio of 0.8%.
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