Nippon India Large Cap Fund vs Old Bridge 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%
Dekho, aapko koi bhi fund choose karne se pehle iske category aur performance ka pata hona chahiye. Hum aaj Nippon India Large Cap Fund aur Old Bridge Mutual Fund Large Cap Fund ke beech ka comparison karne ja rahen hain. Aap yahaan jaanenge ki konsa fund apne long-term wealth creation ke liye bhaiya hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 98.75 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.8% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 11.89 |
| Sharpe Ratio | 0.73 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Haan, hume 3Y return, expense ratio aur risk ke hisab se fund ka verdict lagaana hai. Nippon India Large Cap Fund ka 3Y return 15.4% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka 3Y return 14.7% hai. Lekin expense ratio mein Nippon India Large Cap Fund 0.8% ka expense ratio rakh raha hai, jabki Old Bridge Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Riskometer mein bhi dono fund Very High risk par hain lekin Nippon India Large Cap Fund ka Sharpe ratio 0.73 hai, jabki Old Bridge Mutual Fund Large Cap Fund ka Sharpe ratio 0.69 hai. Sach ye hai ki Nippon India Large Cap Fund apne expense ratio aur Sharpe ratio ke hisab se better 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Chaliye, hum SIP ke liye dono fund ka comparison karte hain. Nippon India Large Cap Fund ka 3Y return 15.4% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka 3Y return 14.7% hai. Lekin dono fund mein consistency aur return stability ke liye hume Nippon India Large Cap Fund hi better dikh raha hai. Haan, yeh fund aapke monthly SIP ke liye bhaiya hai.
⚠️ Risk & Cost Analysis
Haan, hum dono fund ka riskometer, volatility, Sharpe ratio aur expense ratio ka comparison karte hain. Nippon India Large Cap Fund ka riskometer Very High hai, jabki Old Bridge Mutual Fund Large Cap Fund ka riskometer bhi Very High hai. Volatility mein bhi dono fund ke beech koi bahut bada difference nahin hai. Lekin Sharpe ratio mein Nippon India Large Cap Fund 0.73 ka Sharpe ratio rakh raha hai, jabki Old Bridge Mutual Fund Large Cap Fund ka Sharpe ratio 0.69 hai. Expense ratio mein bhi Nippon India Large Cap Fund 0.8% ka expense ratio rakh raha hai, jabki Old Bridge Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Sach ye hai ki Nippon India Large Cap Fund apne Sharpe ratio aur expense ratio ke hisab se better hai.
📊 Portfolio Diversification
Chaliye, hum dono fund ka asset allocation aur top holdings concentration ka comparison karte hain. Nippon India Large Cap Fund ka asset allocation equity mein 96.43% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka asset allocation equity mein 96.00% hai. Lekin top holdings concentration mein Nippon India Large Cap Fund ka HDFC Bank Ltd. 9.24% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka HDFC Bank Ltd. 8.5% hai. Haan, yeh fund apne portfolio diversification ke liye better hai. Lekin sector risk ka hisab lete huye Nippon India Large Cap Fund ka Reliance Industries Ltd. 4.3% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka Reliance Industries Ltd. 6.9% hai. Sach ye hai ki Old Bridge Mutual Fund Large Cap Fund mein sector risk bhi hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Old Bridge 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 ka 5Y return 16.46% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka 5Y return 12.03% hai. Haan, yeh fund apne long-term wealth creation ke liye better hai.
Q2: Is the higher risk fund worth it?
Nippon India Large Cap Fund ka volatility 12.25 hai, jabki Old Bridge Mutual Fund Large Cap Fund ka volatility 11.89 hai. Lekin Sharpe ratio mein Nippon India Large Cap Fund 0.73 ka Sharpe ratio rakh raha hai, jabki Old Bridge Mutual Fund Large Cap Fund ka Sharpe ratio 0.69 hai. Sach ye hai ki Nippon India Large Cap Fund apne Sharpe ratio ke hisab se better hai.
Q3: Which fund is more cost-effective?
Old Bridge Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jabki Nippon India Large Cap Fund ka expense ratio 0.8% hai. Haan, yeh fund aapke liye cost-effective 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