Nippon India Multi Cap Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
19.38%
3Y Return
17.52%
Aap dekho, hum aaj do alag-alag types ke mutual funds ke beech ka comparison karne wale hain. Fund A, Nippon India Multi Cap Fund Direct Plan Growth hai, jo Multi Cap category mein padta hai. Fund B, Axis Small Cap Fund Direct Plan Growth hai, jo Small Cap category mein padta hai. Aaj hum aapko batayenge ki donon funds ke beech kya farq hai aur aapke liye konsa fund bhaari hone wala hai.
| Parameter | ANippon India Multi Cap Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Multi Cap | Small Cap |
| NAV (₹) | 327.56 | 124.14 |
| AUM (₹ Cr) | 5.26 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.84% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 14.38 | 17.03 |
| Sharpe Ratio | 0.9 | 0.65 |
| 1 Year Return (%) | 1.81% | 4.52% |
| 3 Year Return (%) | 19.38% | 17.52% |
| 5 Year Return (%) | 20.94% | 18.04% |
| Since Launch (%) | 15.99% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.16%), ICICI Bank Ltd. (4.1%), Axis Bank Ltd. (3.41%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 99.5% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 89% | 12% |
🤖 AI Verdict – Which is Better?
Chaliye hum aapko batayenge ki fund B, Axis Small Cap Fund Direct Plan Growth, aapke liye long-term wealth creation ke liye bhaari hone wala hai. Iska sabse bada kaaran hai 3Y return, jo 17.52% hai. Expense ratio bhi low hai, 0.92%. Riskometer bhi very high hai, lekin riskometer ke baavjood, fund B ke sharpe ratio 0.65 hai, jo fund A ke sharpe ratio 0.9 se kam hai. Haan, donon funds ke riske high hain, lekin fund A ka 5Y return 20.94% hai, jo fund B ke 5Y return 18.04% se adhik hai. Lekin, hamare hisaab se, fund B aapke liye bhaari hone wala 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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
SIP ke liye fund B, Axis Small Cap Fund Direct Plan Growth, bhi achha hai. Iske liye sabse bada kaaran hai ki fund B ka 3Y return 17.52% hai, jo fund A ka 3Y return 19.38% se kam hai. Lekin, fund B ka expense ratio 0.92% hai, jo fund A ka expense ratio 0.84% se adhik hai. Haan, fund B ka sharpe ratio 0.65 hai, jo fund A ke sharpe ratio 0.9 se kam hai. Lekin, fund B ka consistency aur return stability fund A se adhik hai. Aapka SIP 10+ saal tak chalta rahega, toh fund B aapke liye achha hai.
⚠️ Risk & Cost Analysis
Aap dekho, donon funds ke riske high hain. Fund A ka riskometer very high hai, lekin fund B ka riskometer bhi very high hai. Volatility ke liye, fund A ka volatility 14.38 hai, jo fund B ka volatility 17.03 se kam hai. Sharpe ratio ke liye, fund B ka sharpe ratio 0.65 hai, jo fund A ke sharpe ratio 0.9 se kam hai. Expense ratio ke liye, fund A ka expense ratio 0.84% hai, jo fund B ka expense ratio 0.92% se kam hai. Haan, fund A ka 5Y return 20.94% hai, jo fund B ke 5Y return 18.04% se adhik hai. Lekin, hamare hisaab se, fund A aapke liye bhaari hone wala hai.
📊 Portfolio Diversification
Aap dekho, fund A ka asset allocation 99.5% equity hai, jo fund B ka asset allocation 88.35% equity hai. Fund A ka top 3 holdings HDFC Bank Ltd (6.16%), ICICI Bank Ltd (4.1%), Axis Bank Ltd (3.41%) hai, jo fund B ka top 3 holdings CCL Products (India) Ltd (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd (2.23%) hai. Haan, fund A ka asset allocation fund B se adhik diversified hai, lekin fund B ka top 3 holdings fund A se kam diversified hai. Lekin, fund A ka sector risk fund B se adhik hai.
SIP Calculator – Compare Growth Potential
Nippon India Multi Cap Fund
₹1836667.31
@19.4% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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?
Answer: Fund A ka 5Y return 20.94% hai, jo fund B ke 5Y return 18.04% se adhik hai. Haan, fund A ka riskometer very high hai, lekin fund B ka riskometer bhi very high hai. Lekin, hamare hisaab se, fund A aapke liye bhaari hone wala hai.
Q2: Is the higher risk fund worth it?
Answer: Haan, fund A ka 5Y return 20.94% hai, jo fund B ke 5Y return 18.04% se adhik hai. Lekin, fund A ka riskometer very high hai, lekin fund B ka riskometer bhi very high hai. Sharpe ratio ke liye, fund B ka sharpe ratio 0.65 hai, jo fund A ke sharpe ratio 0.9 se kam hai. Haan, donon funds ke riske high hain, lekin fund A aapke liye bhaari hone wala hai.
Q3: Which fund is more cost-effective?
Answer: Fund A ka expense ratio 0.84% hai, jo fund B ka expense ratio 0.92% se kam hai. Haan, fund A ka 5Y return 20.94% hai, jo fund B ke 5Y return 18.04% se adhik hai. Lekin, fund A ka riskometer very high hai, lekin fund B ka riskometer bhi very high hai. Haan, fund A aapke liye bhaari hone wala hai, lekin fund B ka expense ratio fund A se adhik 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