Nippon India Large Cap Fund vs Quantum 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%
Hum apke paas do large cap mutual funds ke bare mein jaankari di ja rahi hai, jinko Fund A aur Fund B kehte hain. Ye dono funds ek hi kshetra mein invest karte hain, lekin inke return aur risk dono alag-alag hain. Is article mein hum aapko Fund A aur Fund B ke beech ka comparison karenge aur aapko pata lagega ki kis fund mein aapke paisa kamayein ke liye invest karna chahiye.
[VERDICT]| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quantum Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 98.75 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.8% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 11.75 |
| Sharpe Ratio | 0.73 | 0.7 |
| 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) | Atul Kumar (3.5 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% | 21% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A ki 3Y return 15.4% hai, jo Fund B ki 3Y return (14.7%) se zyada hai. Iske alawa, Fund A ki expense ratio Fund B ki expense ratio (0.52%) se zyada hai, lekin Fund A ki riskometer bhi zyada hai. Haan, Fund A ki Sharpe ratio 0.73 hai, jo Fund B ki Sharpe ratio (0.7) se zyada hai. Dekho, Fund A ki 5Y return 16.46% hai, jo Fund B ki 5Y return (12.03%) se zyada hai. Lekin, Fund A ki risk bhi zyada hai. Chaliye, hum aapko Fund A ko aisa fund manaenge jo long-term wealth creation ke liye accha hai.
[SIP_SUITABILITY]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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
Hum aapko pata chahte hain ki kis fund mein aapki monthly sip 10+ saal ke liye kaise chaliye. Dekho, Fund A ki consistency aur return stability Fund B ki tulna mein kam hai. Iske alawa, Fund B ki asset allocation mein T-Bills ka bhi hissa hai, jo Fund A mein nahi hai. Haan, Fund A ki 3Y return Fund B ki 3Y return se zyada hai, lekin Fund B ki expense ratio Fund A ki tulna mein kam hai. Chaliye, hum aapko Fund B ko aisa fund manaenge jo monthly sip ke liye accha hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Hum aapko pata chahte hain ki kis fund mein aapka paisa kamayein ke liye invest karna chahiye. Dekho, Fund A ki riskometer aur volatility Fund B ki tulna mein zyada hai. Iske alawa, Fund A ki expense ratio Fund B ki tulna mein zyada hai. Haan, Fund A ki Sharpe ratio Fund B ki tulna mein zyada hai, lekin Fund A ki risk bhi zyada hai. Chaliye, hum aapko Fund B ko aisa fund manaenge jo risk-adjusted returns ke liye accha hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Hum aapko pata chahte hain ki kis fund mein portfolio diversification ke liye invest karna chahiye. Dekho, Fund A ki asset allocation mein 96.43% equity hai, jo Fund B ki tulna mein 96.00% equity hai. Iske alawa, Fund A ki top 3 holdings mein HDFC Bank Ltd. 9.24%, ICICI Bank Ltd. 7.99%, aur Reliance Industries Ltd. 4.30% hai. Fund B ki top 3 holdings mein HDFC Bank Ltd. 8.50%, ICICI Bank Ltd. 7.80%, aur Reliance Industries Ltd. 6.90% hai. Haan, Fund B ki asset allocation mein T-Bills ka bhi hissa hai, jo Fund A mein nahi hai. Chaliye, hum aapko Fund B ko aisa fund manaenge jo portfolio diversification ke liye accha hai.
[FAQ]SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Quantum 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?
Hum aapko pata chahte hain ki kis fund mein aapka paisa kamayein ke liye invest karna chahiye. Fund A ki 5Y return 16.46% hai, jo Fund B ki 5Y return (12.03%) se zyada hai. Iske alawa, Fund A ki 3Y return 15.4% hai, jo Fund B ki 3Y return (14.7%) se zyada hai. Haan, Fund A ki expense ratio Fund B ki tulna mein zyada hai, lekin Fund A ki riskometer bhi zyada hai. Chaliye, Fund A ko aisa fund manaenge jo long-term wealth creation ke liye accha hai.
Q2: Is the higher risk fund worth it?
Hum aapko pata chahte hain ki kis fund mein aapka paisa kamayein ke liye invest karna chahiye. Fund A ki riskometer aur volatility Fund B ki tulna mein zyada hai. Iske alawa, Fund A ki expense ratio Fund B ki tulna mein zyada hai. Haan, Fund A ki Sharpe ratio Fund B ki tulna mein zyada hai, lekin Fund A ki risk bhi zyada hai. Chaliye, Fund B ko aisa fund manaenge jo risk-adjusted returns ke liye accha hai.
Q3: Which fund is more cost-effective?
Hum aapko pata chahte hain ki kis fund mein aapka paisa kamayein ke liye invest karna chahiye. Fund B ki expense ratio 0.52% hai, jo Fund A ki expense ratio (0.8%) se kam hai. Iske
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