Nippon India Large Cap Fund vs Quantum 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
7.98%
Chaliye dekho, hamare paas do mutual funds hain, Nippon India Large Cap aur Quantum Mutual Fund Multi Cap. In dono funds ki category alag hai, lekin unke 3Y return, expense ratio, aur risk ke baare mein hum jaante hain. Is article mein, hum in dono funds ko compare karenge aur dekhein ki konsa fund long-term wealth creation ke liye better hai.
| Parameter | ANippon India Large Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quantum Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 98.75 | 8.38 |
| AUM (₹ Cr) | 5.17 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 0.8% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.25 | 13.65 |
| Sharpe Ratio | 0.73 | 0.27 |
| 1 Year Return (%) | -0.91% | -11.42% |
| 3 Year Return (%) | 15.4% | 7.98% |
| 5 Year Return (%) | 16.46% | 4.71% |
| 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) | Atul Kumar (3.5 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% | 35% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Nippon India Large Cap Fund 3Y return ke liye better hai, jiska return 15.4% hai. Iske alawa, iska expense ratio 0.8% hai, jo Quantum Mutual Fund Multi Cap Fund ki compare mein kam hai. Lekin, Nippon India Large Cap Fund ki riskometer bhi very high hai, jiska matalab hai ki iska risk bhi kafi jatil hai. Haan, in sabse, hum kahenge ki Nippon India Large Cap Fund long-term wealth creation ke liye 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 Quantum Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
Jab aap SIP (Systematic Investment Plan) ke liye fund chun rahe hain, to consistency aur return stability ka mudda hota hai. Nippon India Large Cap Fund ki 3Y return kamal se stable hai, lekin Quantum Mutual Fund Multi Cap Fund ki 1Y return bhi kamal se ghati hai. Haan, isliye hum kahenge ki Nippon India Large Cap Fund SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke baare mein baat karni hai, to Nippon India Large Cap Fund ki riskometer bhi very high hai, lekin volatility 12.25 hai, jo Quantum Mutual Fund Multi Cap Fund ki compare mein kam hai. Sharpe ratio ke baare mein, Nippon India Large Cap Fund ka ratio 0.73 hai, jo Quantum Mutual Fund Multi Cap Fund ka 0.27 compare mein kam hai. Haan, isliye hum kahenge ki Nippon India Large Cap Fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke baare mein baat karni hai, to Nippon India Large Cap Fund ki asset allocation 96.43% hai, jo equity mein hai. Iske alawa, iska top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Quantum Mutual Fund Multi Cap Fund ki asset allocation bhi 97.00% hai, jo equity mein hai, aur iska top 3 holdings bhi HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Haan, isliye hum kahenge ki dono funds ki asset allocation aur top holdings concentration alag-alag hai, lekin Nippon India Large Cap Fund ki asset allocation thodi kam hai.
SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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, jo Quantum Mutual Fund Multi Cap Fund ka 4.71% compare mein kam hai. Haan, isliye Nippon India Large Cap Fund long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Nippon India Large Cap Fund ki riskometer very high hai, lekin volatility 12.25 hai, jo Quantum Mutual Fund Multi Cap Fund ki compare mein kam hai. Sharpe ratio ke baare mein, Nippon India Large Cap Fund ka ratio 0.73 hai, jo Quantum Mutual Fund Multi Cap Fund ka 0.27 compare mein kam hai. Haan, isliye Nippon India Large Cap Fund better risk-adjusted returns deta hai.
Q3: Which fund is more cost-effective?
Nippon India Large Cap Fund ka expense ratio 0.8% hai, jo Quantum Mutual Fund Multi Cap Fund ka 1.68% compare mein kam hai. Haan, isliye Nippon India Large Cap Fund more 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