Nippon India Multi Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
19.38%
3Y Return
14.24%
Humne aaj kuchh fund compare karne ke liye dekha hai. Nippon India Multi Cap Fund aur Edelweiss Mutual Fund Multi Cap Fund dono hi Multi Cap category mein aate hain. Hum aapko ye jaanne mein madad karenge ki khaas features hai in dono fund ke, aur aapko kaisa fund chuniya chahiye.
[VERDICT]| Parameter | ANippon India Multi Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 327.56 | 15.12 |
| AUM (₹ Cr) | 5.26 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.84% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 14.38 | 15.25 |
| Sharpe Ratio | 0.9 | 0.68 |
| 1 Year Return (%) | 1.81% | 3.12% |
| 3 Year Return (%) | 19.38% | 14.24% |
| 5 Year Return (%) | 20.94% | 8.32% |
| Since Launch (%) | 15.99% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 30 October 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.16%), ICICI Bank Ltd. (4.1%), Axis Bank Ltd. (3.41%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 99.5% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 89% | 55% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, Fund A ki 3Y return 19.38% hai, jabki Fund B ki 3Y return 14.24% hai. Expense ratio ke liye, Fund A ki expense ratio 0.84% hai, jabki Fund B ki expense ratio 1.68% hai. Riskometer ki baat karein, to both fund Very High category mein aate hain. Isliye, Fund A ki 3Y return aur expense ratio ke liye, hum Fund A ko better fund manaenge.
[SIP_SUITABILITY]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 Edelweiss Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Monthly SIP ke liye, Fund A ki consistency aur return stability ki baat karein. Fund A ki 1Y return 1.81% hai, jabki Fund B ki 1Y return 3.12% hai. Lekin, Fund A ki 5Y return 20.94% hai, jabki Fund B ki 5Y return 8.32% hai. Isliye, Fund A SIP ke liye better fund hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke liye hum Fund A aur Fund B ko compare karenge. Fund A ki riskometer Very High hai, jabki Fund B ki riskometer bhi Very High hai. Volatility ke liye, Fund A ki volatility 14.38 hai, jabki Fund B ki volatility 15.25 hai. Sharpe ratio ke liye, Fund A ki Sharpe ratio 0.9 hai, jabki Fund B ki Sharpe ratio 0.68 hai. Expense ratio ke liye, Fund A ki expense ratio 0.84% hai, jabki Fund B ki expense ratio 1.68% hai. Isliye, Fund A Fund B ke mukabale me better risk-adjusted returns offer karta hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye hum Fund A aur Fund B ko compare karenge. Fund A ki asset allocation mein Equity 99.5% hai, jabki Fund B ki asset allocation mein Equity 97% hai. Lekin, Fund B mein T-Bills 3% hai. Top holdings concentration ke liye, Fund A mein HDFC Bank Ltd. 6.16%, ICICI Bank Ltd. 4.1%, aur Axis Bank Ltd. 3.41% hai. Fund B mein HDFC Bank Ltd. 6.5%, ICICI Bank Ltd. 5.8%, aur Reliance Industries Ltd. 4.9% hai. Isliye, Fund A ke portfolio mein kuchh sector risk hai.
[FAQ]SIP Calculator – Compare Growth Potential
Nippon India Multi Cap Fund
₹1836667.31
@19.4% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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 ki 5Y return 20.94% hai, jabki Fund B ki 5Y return 8.32% hai. Isliye, Fund A fund long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund A ki riskometer Very High hai, jabki volatility 14.38 hai. Fund B ki riskometer bhi Very High hai, jabki volatility 15.25 hai. Sharpe ratio ke liye, Fund A ki Sharpe ratio 0.9 hai, jabki Fund B ki Sharpe ratio 0.68 hai. Isliye, Fund A Fund B ke mukabale me better risk-adjusted returns offer karta hai.
Q3: Which fund is more cost-effective?
Fund A ki expense ratio 0.84% hai, jabki Fund B ki expense ratio 1.68% hai. Isliye, Fund A Fund B ke mukabale me better 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