Nippon India Large Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
14.24%
Chaliye dekho, let's compare Nippon India Large Cap Fund aur Edelweiss Mutual Fund Multi Cap Fund dono ke categories aur fund ke characteristics. Ye article mein hum dono fund ke 3Y return, expense ratio, riskometer aur volatility ke basis par long-term wealth creation ke liye better fund ko decide karenge.
[VERDICT]| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 98.75 | 15.12 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 15.25 |
| Sharpe Ratio | 0.73 | 0.68 |
| 1 Year Return (%) | -0.91% | 3.12% |
| 3 Year Return (%) | 15.4% | 14.24% |
| 5 Year Return (%) | 16.46% | 8.32% |
| Since Launch (%) | 15.3% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 96.43% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 70% | 55% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye Fund A, Nippon India Large Cap Fund, better hai. Iska 3Y return 15.4% hai, jo Fund B ki 14.24% se adhik hai. Lekin expense ratio bhi 0.8% hai, jo Fund B ki 1.68% se kam hai. Riskometer bhi dono fund very high hai, lekin Fund A ka Sharpe ratio 0.73 hai, jo Fund B ki 0.68 se adhik hai. Haan, Fund A ismein better hai.
[SIP_SUITABILITY]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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Monthly SIP ke liye, Fund A, Nippon India Large Cap Fund, better hai. Iska 3Y return 15.4% hai aur expense ratio 0.8% hai. Fund B ka 3Y return 14.24% hai lekin expense ratio 1.68% hai. Dekho, Fund A ka consistency aur return stability dono fund me se adhik hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Riskometer aur volatility ke basis par, dono fund very high hai. Lekin Sharpe ratio aur expense ratio ke basis par, Fund A, Nippon India Large Cap Fund, better hai. Iska Sharpe ratio 0.73 hai aur expense ratio 0.8% hai. Fund B ka Sharpe ratio 0.68 hai aur expense ratio 1.68% hai. Haan, Fund A ismein better risk-adjusted returns deta hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation ke basis par, dono fund 97-96% equity par invest karte hain. Lekin asset allocation aur top holdings concentration ke basis par, Fund A, Nippon India Large Cap Fund, more diversified hai. Iska asset allocation 96.43% equity aur 3.57% debt hai. Fund B ka asset allocation 97% equity aur 3% T-Bills hai. Dekho, Fund A ka portfolio diversification adhik hai.
[FAQ]SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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?
Q1: Fund A, Nippon India Large Cap Fund, long run ke liye better returns deta hai. Iska 5Y return 16.46% hai, jo Fund B ki 8.32% se adhik hai.
Q2: Is the higher risk fund worth it?
Q2: Na, higher risk fund worth nahi hai. Fund B ka volatility 15.25 hai, jo Fund A ki 12.25 se adhik hai. Sharpe ratio bhi Fund A ki 0.73 hai, jo Fund B ki 0.68 se adhik hai.
Q3: Which fund is more cost-effective?
Q3: Fund A, Nippon India Large Cap Fund, more cost-effective hai. Iska expense ratio 0.8% hai, jo Fund B ki 1.68% se kam 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