Nippon India Large Cap Fund vs Mirae Asset Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
12.03%
Dekho, aap sabhi investors ko ek aisi jankari ki zaroorat hai, agar aap large cap aur mid cap funds mein nivesh karna chahte hain. Aaj main aapko do funds ke beech ki comparison karunga - Nippon India Large Cap Fund aur Mirae Asset Mid Cap Fund. Chaliye, aap sabhi ko is jankari se fayda hogi.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BMirae Asset Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Mirae Asset |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 98.75 | 38.13 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.84 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.67% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 14.96 |
| Sharpe Ratio | 0.73 | 0.37 |
| 1 Year Return (%) | -0.91% | 2.41% |
| 3 Year Return (%) | 15.4% | 12.03% |
| 5 Year Return (%) | 16.46% | 9.36% |
| Since Launch (%) | 15.3% | 13.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 22 August 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Ankit Jain (6.9 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%) | Indusind Bank Ltd. (3.74%), Bharat Forge Ltd. (3.49%), Lupin Ltd. (3.47%) |
| Asset Allocation | Equity: 96.43% | Equity: 97.85% | Mutual Fund: 0.26% |
| Portfolio Turnover | 70% | 47% |
🤖 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 aur expense ratio 0.8% hai, jo Fund B, Mirae Asset Mid Cap Fund, ki 12.03% 3Y return aur 1.67% expense ratio se bhi kam hain. Lekin, riskometer hai, jo dono funds ko very high riskometer par rakhta hai, lekin Fund A ki volatility 12.25 hai jo Fund B ki 14.96 se kam hain.
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 Mirae Asset Mid Cap Fund?
- Expense ratio: 1.67%
- 3Y return: 12.03%
- AUM: 1.84 Lac Cr
- Sharpe Ratio: 0.37
📈 SIP Suitability
Aapko pata hai, SIP (Systematic Investment Plan) kya hai. Haan, yeh aapko regular investment ki facility deti hai. Dekho, Fund B, Mirae Asset Mid Cap Fund, SIP ke liye better hai. Iska 3Y return stabil hai aur expense ratio kam hai. Lekin, Fund A ki consistency bhi acchi hai aur expense ratio kam hai.
⚠️ Risk & Cost Analysis
Chaliye, aapko pata hai ki riskometer kya hai. Haan, yeh aapko risk ko samajhne ki facility deti hai. Fund B ki riskometer very high hai, lekin volatility bhi zyada hai. Lekin, Fund A ki riskometer bhi very high hai, lekin volatility kam hai. Sharpe ratio aur expense ratio ka bhi analysis karna hoga. Fund A ki Sharpe ratio 0.73 hai jo Fund B ki 0.37 se bhi acchi hai aur expense ratio 0.8% hai jo Fund B ki 1.67% se kam hai.
📊 Portfolio Diversification
Aapko pata hai, portfolio diversification kya hai. Haan, yeh aapko fund ke asset allocation ko samajhne ki facility deti hai. Fund A ki asset allocation equity mein 96.43% hai, jo Fund B ki 97.85% se kam hai. Lekin, Fund A ki top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai, jo Fund B ki top 3 holdings mein Indusind Bank Ltd., Bharat Forge Ltd., aur Lupin Ltd. hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Mirae Asset Mid Cap Fund
₹1163772.71
@12.0% 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 A, Nippon India Large Cap Fund, ki 5Y return 16.46% hai jo Fund B, Mirae Asset Mid Cap Fund, ki 9.36% 5Y return se bhi acchi hai.
Q2: Is the higher risk fund worth it?
Fund B ki volatility zyada hai, lekin Fund A ki Sharpe ratio 0.73 hai jo Fund B ki 0.37 se bhi acchi hai. Lekin, aapko apne investment ke risk ko samajhna hoga.
Q3: Which fund is more cost-effective?
Fund A ki expense ratio 0.8% hai jo Fund B ki 1.67% se kam hai. Lekin, aapko apne investment ke cost ko samajhna hoga.
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