Nippon India Large Cap Fund vs Nippon India Growth Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
25.15%
Agar aapko pata hai ki kya kar rahe hain aap apne long-term wealth creation ke liye, to yeh article aapke liye hai. Hum do funds ka comparison karne ja rahe hain - Nippon India Large Cap Fund aur Nippon India Growth Mid Cap Fund. Dekho, is article mein aapko pata chalega ki konsa fund aapke liye behtar hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BNippon India Growth Mid Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Nippon India |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 98.75 | 4845.02 |
| AUM (₹ Cr) | 5.17 Lac Cr | 4.58 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.26% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 15.97 |
| Sharpe Ratio | 0.73 | 1.17 |
| 1 Year Return (%) | -0.91% | 10.17% |
| 3 Year Return (%) | 15.4% | 25.15% |
| 5 Year Return (%) | 16.46% | 22.32% |
| Since Launch (%) | 15.3% | 18.36% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 3 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Amber Singhania; Kinjal Desai; Rupesh Patel (8.0 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%) | BSE Ltd. (4.21%), Fortis Healthcare Ltd. (2.76%), The Federal Bank Ltd. (2.57%) |
| Asset Allocation | Equity: 96.43% | Equity: 98.55% |
| Portfolio Turnover | 70% | 74% |
🤖 AI Verdict – Which is Better?
Humara verdict hai ki Nippon India Growth Mid Cap Fund long-term wealth creation ke liye behtar fund hai. Yeh fund 3Y return mein 25.15% ka return deta hai, lekin expense ratio 1.26% hai, jo zyada hai. Lekin agar aap long-term ke liye nazar rakhte hain, to Nippon India Growth Mid Cap Fund behtar fund 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 Nippon India Growth Mid Cap Fund?
- Expense ratio: 1.26%
- 3Y return: 25.15%
- AUM: 4.58 Lac Cr
- Sharpe Ratio: 1.17
📈 SIP Suitability
SIP ke liye aapke liye Nippon India Large Cap Fund behtar fund hai. Yeh fund 1Y return mein -0.91% ka return deta hai, lekin expense ratio 0.8% hai, jo kam hai. Lekin Nippon India Growth Mid Cap Fund jyada unstable hai, isliye yeh fund aapke liye behtar hai.
⚠️ Risk & Cost Analysis
Nippon India Growth Mid Cap Fund riskometer kehisab se Very High hai, lekin volatility 15.97 hai, jo jyada hai. Lekin Sharpe ratio 1.17 hai, jo kam hai. Isliye Nippon India Large Cap Fund aapke liye behtar fund hai, kyonki yeh fund behtar risk-adjusted returns deta hai.
📊 Portfolio Diversification
Nippon India Growth Mid Cap Fund asset allocation kehisab se jyada diversified hai, lekin top holdings mein BSE Ltd. 4.21% ka share hai, jo jyada hai. Lekin Nippon India Large Cap Fund mein HDFC Bank Ltd. 9.24% ka share hai, jo jyada hai. Isliye Nippon India Growth Mid Cap Fund aapke liye behtar fund hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Nippon India Growth Mid Cap Fund
₹2691264.97
@25.1% 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 Growth Mid Cap Fund 5Y return mein 22.32% ka return deta hai, jo Nippon India Large Cap Fund ke 16.46% se jyada hai.
Q2: Is the higher risk fund worth it?
Nippon India Growth Mid Cap Fund volatility ka hisab lene par jyada unstable hai, lekin Sharpe ratio 1.17 hai, jo kam hai. Isliye Nippon India Growth Mid Cap Fund jyada risk fund hai.
Q3: Which fund is more cost-effective?
Nippon India Large Cap Fund expense ratio 0.8% hai, jo Nippon India Growth Mid Cap Fund ke 1.26% se kam hai. Isliye Nippon India Large Cap Fund aapke liye cost-effective fund 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