Nippon India Multi Cap Fund vs Invesco Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
19.38%
3Y Return
14.7%
Ye dono funds ke category aur aapko kitna jaankari milne waala hai, iske baare mein chaliye jaante hain. Hamare paas hain Fund A, Nippon India Multi Cap Fund, aur Fund B, Invesco Mutual Fund Large Cap Fund. Is article mein hum aapko unke beech mein comparison karenge aur aapko samajhne mein madad karenge.
| Parameter | ANippon India Multi Cap Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Invesco Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 327.56 | 497.22 |
| AUM (₹ Cr) | 5.26 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.84% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 14.38 | 12.43 |
| Sharpe Ratio | 0.9 | 0.66 |
| 1 Year Return (%) | 1.81% | -4.02% |
| 3 Year Return (%) | 19.38% | 14.7% |
| 5 Year Return (%) | 20.94% | 12.03% |
| Since Launch (%) | 15.99% | 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; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Amit Ganatra (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.16%), ICICI Bank Ltd. (4.1%), Axis Bank Ltd. (3.41%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 99.5% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 89% | 27% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, hum aapko Fund A ko better fund ke roop mein dekhte hain. Iska karan hai 3Y return, expense ratio aur riskometer ka. Fund A ka 3Y return 19.38% hai, jo Fund B ka 14.7% se adhik hai. Sath hi, expense ratio 0.84% hai, jo Fund B ka 0.52% se adhik hai. Riskometer ke liye, dono funds ko very high riskometer mila hai, lekin Fund A ka Sharpe ratio 0.9 hai, jo Fund B ka 0.66 se adhik 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 Invesco Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.08 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Monthly SIP ke liye 10+ saal ke liye, hum aapko Fund A ko better fund ke roop mein dekhte hain. Iska karan hai consistency aur return stability ka. Fund A ka 1Y return 1.81% hai, jo Fund B ka -4.02% se adhik hai. Sath hi, Fund A ka 5Y return 20.94% hai, jo Fund B ka 12.03% se adhik hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, expense ratio ke liye, hum aapko Fund B ko better fund ke roop mein dekhte hain. Iska karan hai volatility aur expense ratio ka. Fund B ka volatility 12.43 hai, jo Fund A ka 14.38 se kam hai. Sath hi, Fund B ka expense ratio 0.52% hai, jo Fund A ka 0.84% se kam hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye, hum aapko Fund A ko better fund ke roop mein dekhte hain. Iska karan hai asset allocation ka. Fund A ka asset allocation 99.5% equity hai, jo Fund B ka 96.00% se adhik hai. Sath hi, Fund A ka top holdings concentration kam hai, jo Fund B ka adhik hai.
SIP Calculator – Compare Growth Potential
Nippon India Multi Cap Fund
₹1836667.31
@19.4% annual return (3Y)
Invesco 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?
Sach ye hai, Fund A ka 5Y return 20.94% hai, jo Fund B ka 12.03% se adhik hai. Isliye, Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, lekin Fund B ka volatility 12.43 hai, jo Fund A ka 14.38 se kam hai. Isliye, Fund B ka higher risk fund worth hai, lekin volatility ke liye.
Q3: Which fund is more cost‑effective?
Sach ye hai, Fund B ka expense ratio 0.52% hai, jo Fund A ka 0.84% se kam hai. Isliye, Fund B 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