Nippon India Large Cap Fund vs Old Bridge 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
1.9%
Ab aap sabhi ko swagat hai Fund A aur Fund B ka tarkik abhyas karne ke liye. Ye do mutual funds hain jo apni kharidari shreniyon aur vittiya parinaamon mein alag hain. Hamare paas unke 1, 3, aur 5 saal ki vittiya parinaam hain, jisse hum unki upyogita ka moolyaabani kar sakte hain.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 98.75 | 8.38 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 13.85 |
| Sharpe Ratio | 0.73 | 1.82 |
| 1 Year Return (%) | -0.91% | -11.42% |
| 3 Year Return (%) | 15.4% | 1.9% |
| 5 Year Return (%) | 16.46% | 1.13% |
| Since Launch (%) | 15.3% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 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% | 38% |
🤖 AI Verdict – Which is Better?
Humari rai hai ki Fund A better hai long-term vittiya utpaadakata ke liye. Iska karan hai 3 saal ki vittiya parinaam (15.4%), kam expense ratio (0.8%), aur riskometer (Very High) 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Yadi aap 10+ saal ke liye mahinevarshik SIP (Systematic Investment Plan) ke liye fund chunna chahte hain, to Fund A better hai. Iska karan hai 3 saal ki vittiya parinaam ka avshesh, jo 1 saal ki giravat se behtar hai.
⚠️ Risk & Cost Analysis
Ab hum riskometer, volatility, Sharpe ratio, aur expense ratio ka moolyaabani karenge. Fund A ki volatility (12.25) Fund B se kam hai, lekin Sharpe ratio (0.73) Fund B se kam hai. Halaanki, expense ratio mein Fund B kam hai (1.68%).
📊 Portfolio Diversification
Ab hum asset allocation aur top holdings concentration ka moolyaabani karenge. Fund A ki asset allocation mein 96.43% share equity hai, jabki Fund B mein 97% share equity hai. Top holdings mein Fund A mein HDFC Bank, ICICI Bank, aur Reliance Industries hain, jabki Fund B mein bhi HDFC Bank, ICICI Bank, aur Reliance Industries hain, lekin unki share percentage alag alag hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Old Bridge Mutual Fund Multi 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 ki Fund A ka 5 saal ki vittiya parinaam 16.46% hai, jo Fund B ka 5 saal ki vittiya parinaam (1.13%) se behtar hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka Sharpe ratio Fund B ke Sharpe ratio se kam hai, lekin volatility mein Fund A kam hai. Isliye, Fund A ki risk ke prati utpaadakata Fund B se behtar hai.
Q3: Which fund is more cost‑effective?
Chaliye, expense ratio ko dekhtay hain. Fund A ka expense ratio 0.8% hai, jo Fund B ka expense ratio (1.68%) se kam hai. Isliye, Fund A adhik 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