Nippon India Large Cap Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
1.9%
Dekho, aap logon ko fund investment ka option chahiye, lekin aapko pata nahi ki kis fund me invest karna hai. Hum aaj aapko do fund ki comparison karne wale hain, Nippon India Large Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund. Ye fund aapke long-term wealth creation ke liye kya offer karte hain, iske baare mein hum janaayenge.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 98.75 | 10.59 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 15.35 |
| Sharpe Ratio | 0.73 | 1.82 |
| 1 Year Return (%) | -0.91% | 5.79% |
| 3 Year Return (%) | 15.4% | 1.9% |
| 5 Year Return (%) | 16.46% | 1.13% |
| Since Launch (%) | 15.3% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 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%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.43% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 70% | 31% |
🤖 AI Verdict – Which is Better?
Hum aaj aapko Nippon India Large Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund ke beech comparison karte hain. Dekho, yeh dono fund Very High riskometer ke saath aate hain, lekin unke returns bahut alag hain. Nippon India Large Cap Fund ka 3Y return 15.4% hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka 3Y return 1.9% hai. Isliye, hum aapko Nippon India Large Cap Fund ko long-term wealth creation ke liye better fund samjhte 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 Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
SIP ke maadhyam se aap 10+ saal tak invest kar sakte hain. Dekho, Nippon India Large Cap Fund ka 1Y return -0.91% hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka 1Y return 5.79% hai. Isliye, Old Bridge Mutual Fund Mid Cap Fund SIP ke liye better fund hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, expense ratio sabhi factors hain jo aapko fund ki comparison karne mein madad karte hain. Dekho, Nippon India Large Cap Fund ka riskometer Very High hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka riskometer bhi Very High hai. Lekin, Nippon India Large Cap Fund ka volatility 12.25 hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka volatility 15.35 hai. Sharpe ratio ke maadhyam se bhi Nippon India Large Cap Fund better fund hai. Iske alawa, Nippon India Large Cap Fund ka expense ratio 0.8% hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka expense ratio 1.75% hai. Isliye, Nippon India Large Cap Fund risk-adjusted returns ke liye better fund hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration fund ki diversification ke liye mahatvapoorn hain. Dekho, Nippon India Large Cap Fund ka asset allocation 96.43% equity hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka asset allocation 94.00% equity hai. Iske alawa, Nippon India Large Cap Fund ka top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain, jabki Old Bridge Mutual Fund Mid Cap Fund ka top 3 holdings Voltas Ltd., Mphasis Ltd., aur Coforge Ltd. hain. Isliye, Nippon India Large Cap Fund portfolio diversification ke liye better fund hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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?
Sach ye hai, Nippon India Large Cap Fund ka 5Y return 16.46% hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka 5Y return 1.13% hai. Isliye, Nippon India Large Cap Fund aapke long-run returns ke liye better fund hai.
Q2: Is the higher risk fund worth it?
Haan, riskometer aur volatility ke maadhyam se hum dekhte hain ki koi fund aapke risk-adjusted returns ke liye better hai. Nippon India Large Cap Fund ka riskometer Very High hai, lekin uska volatility 12.25 hai. Jabki, Old Bridge Mutual Fund Mid Cap Fund ka riskometer bhi Very High hai, lekin uska volatility 15.35 hai. Isliye, Nippon India Large Cap Fund aapke risk-adjusted returns ke liye better fund hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Nippon India Large Cap Fund ka expense ratio 0.8% hai, jabki Old Bridge Mutual Fund Mid Cap Fund ka expense ratio 1.75% 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