Nippon India Multi Cap Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
19.38%
3Y Return
19.19%
Aaj hum do mutual funds ke beech ka comparison karne ja rahe hain - Nippon India Multi Cap Fund aur Axis Midcap Fund. Fund A multi cap category mein hai, jabki Fund B mid cap category mein. Is article mein hum aapko fundon ke beech ka comparison karenge aur dekhenge ki kis fund se aapko zyada fayda hoga.
| Parameter | ANippon India Multi Cap Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 327.56 | 136.27 |
| AUM (₹ Cr) | 5.26 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.84% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 14.38 | 14.48 |
| Sharpe Ratio | 0.9 | 0.88 |
| 1 Year Return (%) | 1.81% | 7.41% |
| 3 Year Return (%) | 19.38% | 19.19% |
| 5 Year Return (%) | 20.94% | 16.41% |
| Since Launch (%) | 15.99% | 18.68% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.16%), ICICI Bank Ltd. (4.1%), Axis Bank Ltd. (3.41%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 99.5% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 89% | 12% |
🤖 AI Verdict – Which is Better?
Hum aapko batana chahte hain ki Fund A ya Fund B ka long-term wealth creation ke liye zyada fayda hoga. Fund A ki 3Y return 19.38% hai, jabki Fund B ki 19.19%. Lekin Fund A ki expense ratio 0.84% hai, jo Fund B ki 1.58% se kam hai. Riskometer mein bhi Fund A zyada high hai, lekin humeh lagta hai ki Fund A ka 3Y return aur low expense ratio uski better performance ka saboota hai. Haan, Fund A to very high riskometer mein hai, lekin agar aap long-term investor hain, to humeh lagta hai ki Fund A aapke liye better option hai.
Why consider Nippon India Multi Cap Fund?
- Expense ratio: 0.84%
- 3Y return: 19.38%
- AUM: 5.26 Lac Cr
- Sharpe Ratio: 0.9
Why consider Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Ab hum aapko batana chahte hain ki Fund A ya Fund B ka SIP suitability kis fund se zyada fayda hoga. Fund A ki consistency aur return stability Fund B se zyada achhi hai, kyunki uski 1Y return 1.81% hai, jabki Fund B ki 7.41%. Lekin Fund B ka asset allocation bhi achha hai, lekin Fund A ka equity allocation Fund B se zyada hai. Chaliye, Fund A ka SIP long-term mein aapke liye better hoga.
⚠️ Risk & Cost Analysis
Ab hum aapko batana chahte hain ki Fund A ya Fund B ka riskometer, volatility, Sharpe ratio, aur expense ratio kis fund se zyada accha hai. Fund A ka riskometer very high hai, lekin uski Sharpe ratio 0.9 hai, jo Fund B ki 0.88 se zyada hai. Fund B ka volatility aur expense ratio Fund A se zyada hai, lekin humeh lagta hai ki Fund A ka 3Y return aur low expense ratio uski better performance ka saboota hai. Haan, Fund A to very high riskometer mein hai, lekin agar aap long-term investor hain, to humeh lagta hai ki Fund A aapke liye better option hai.
📊 Portfolio Diversification
Ab hum aapko batana chahte hain ki Fund A ya Fund B ka asset allocation kis fund se zyada diversified hai. Fund A ka equity allocation 99.5% hai, jabki Fund B ka 89.53% hai. Lekin Fund B ka asset allocation Fund A se zyada diversified hai, kyunki usmein mutual fund aur futures bhi hai. Chaliye, Fund B ka asset allocation Fund A se zyada diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Multi Cap Fund
₹1836667.31
@19.4% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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?
Fund A ka 5Y return 20.94% hai, jo Fund B ki 16.41% se zyada hai, aur 3Y return bhi Fund B ki 19.19% se zyada hai, lekin Fund B ka expense ratio Fund A ki 0.84% se zyada hai. Haan, Fund A to very high riskometer mein hai, lekin agar aap long-term investor hain, to humeh lagta hai ki Fund A aapke liye better option hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka riskometer very high hai, lekin uski Sharpe ratio 0.9 hai, jo Fund B ki 0.88 se zyada hai. Lekin Fund B ka volatility aur expense ratio Fund A se zyada hai, lekin humeh lagta hai ki Fund A ka 3Y return aur low expense ratio uski better performance ka saboota hai.
Q3: Which fund is more cost-effective?
Humeh lagta hai ki Fund A aapke liye better cost-effective option hai, kyunki uski expense ratio 0.84% hai, jo Fund B ki 1.58% se kam hai. Haan, Fund B ka asset allocation Fund A se zyada diversified hai, lekin humeh lagta hai ki Fund A ka low expense ratio uski better performance ka saboota 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