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Nippon India Multi Cap Fund vs Mirae Asset Mid Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

19.38%

VS

3Y Return

12.03%

Chaliye, dekho Fund A aur Fund B ke beech ki comparison. Ye do funds Multi Cap aur Mid Cap shreni ke hain, lekin kya ye dono fund long-term wealth creation ke liye behtar hain? Is article mein hum fund ke category, return, expense ratio, aur riskometer ke alawa asset allocation aur top holdings ko compare karenge.

ParameterANippon India Multi Cap Fund - Direct Plan - GrowthBMirae Asset Mid Cap Fund - Regular Plan - Growth
Fund HouseNippon IndiaMirae Asset
CategoryMulti CapMid Cap
NAV (₹)327.5638.13
AUM (₹ Cr)5.26 Lac Cr1.84 Lac Cr
Expense Ratio (%)0.84%1.67%
RiskometerVery HighVery High
Volatility14.3814.96
Sharpe Ratio0.90.37
1 Year Return (%)1.81%2.41%
3 Year Return (%)19.38%12.03%
5 Year Return (%)20.94%9.36%
Since Launch (%)15.99%13.2%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 January 201322 August 2023
Exit LoadNilNil
Fund ManagerAmber Singhania; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)Ankit Jain (6.9 years yrs)
BenchmarkNifty 500 Multicap 50:25:25 TRINifty Midcap 150 TRI
Top 3 HoldingsHDFC Bank Ltd. (6.16%), ICICI Bank Ltd. (4.1%), Axis Bank Ltd. (3.41%)Indusind Bank Ltd. (3.74%), Bharat Forge Ltd. (3.49%), Lupin Ltd. (3.47%)
Asset AllocationEquity: 99.5%Equity: 97.85% | Mutual Fund: 0.26%
Portfolio Turnover89%47%

🤖 AI Verdict – Which is Better?

Haan, Fund A ke 3Y return aur expense ratio dono fund ke liye behtar hain. Chaliye, Fund A ke 3Y return 19.38% hai, jo Fund B se 7.35% zyada hai. Iske alawa, Fund A ke expense ratio 0.84% hai, jo Fund B ke 1.67% se kam hai. Riskometer ke liye bhi Fund A behtar hai, kyunki yeh Fund B se kam riski hai. To, Fund A long-term wealth creation ke liye behtar fund 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 Mirae Asset Mid Cap Fund?

  • Expense ratio: 1.67%
  • 3Y return: 12.03%
  • AUM: 1.84 Lac Cr
  • Sharpe Ratio: 0.37

📈 SIP Suitability

SIP ke liye Fund A aur Fund B dono fund behtar hain. Chaliye, Fund A ke 1Y return 1.81% hai, jo Fund B ke 2.41% se kam hai, lekin Fund A ke consistency aur return stability Fund B se behtar hain. Isliye, Fund A ka monthly SIP 10+ saal ke liye behtar hai.

⚠️ Risk & Cost Analysis

Haan, Fund A aur Fund B ke riskometer aur volatility ke beech mein kuchh farak hai. Fund A ke riskometer Very High hai, lekin volatility 14.38 hai, jo Fund B ke 14.96 se kam hai. Sharpe ratio ke liye bhi Fund A behtar hai, kyunki yeh Fund B se kam riski aur behtar return deta hai. Iske alawa, expense ratio ke liye bhi Fund A behtar hai. To, Fund A risk-adjusted returns ke liye behtar hai.

📊 Portfolio Diversification

Chaliye, Fund A ke asset allocation aur top holdings concentration ke liye Fund B ka asset allocation aur top holdings concentration dono fund behtar hain. Fund A ke asset allocation mein Equity 99.5% hai, jo Fund B ke 97.85% se kam hai. Iske alawa, Fund A ke top holdings mein HDFC Bank Ltd. 6.16%, ICICI Bank Ltd. 4.1%, aur Axis Bank Ltd. 3.41% hai, jo Fund B ke Indusind Bank Ltd. 3.74%, Bharat Forge Ltd. 3.49%, aur Lupin Ltd. 3.47% se kam hai. Isliye, Fund B ka portfolio aur diversified hai aur sector risk ka kam hai.

SIP Calculator – Compare Growth Potential

Nippon India Multi Cap Fund

1836667.31

@19.4% annual return (3Y)

Mirae Asset Mid Cap Fund

1163772.71

@12.0% 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?

Sach ye hai, Fund A ke 5Y return 20.94% hai, jo Fund B ke 9.36% se kam hai. Isliye, Fund A long-term wealth creation ke liye behtar fund hai.

Q2: Is the higher risk fund worth it?

Haan, Fund A ke volatility 14.38 hai, jo Fund B ke 14.96 se kam hai, lekin Fund A ke Sharpe ratio 0.9 hai, jo Fund B ke 0.37 se kam hai. Isliye, Fund A risk-adjusted returns ke liye behtar hai.

Q3: Which fund is more cost-effective?

Chaliye, Fund A ke expense ratio 0.84% hai, jo Fund B ke 1.67% se kam hai. Iske alawa, Fund A ke asset allocation aur top holdings concentration Fund B se kam hai. Isliye, Fund A cost-effective hai.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.