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Nippon India Multi Cap Fund vs Nippon India Growth 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

25.15%

Dekho, aaj hum do funds ke beech comparison kar rahe hain - Nippon India Multi Cap Fund aur Nippon India Growth Mid Cap Fund. Ye dono funds SEBI-registered hain aur investors ke liye achhe vikalp ho sakte hain. Lekin, aapko pata hona chahiye ki kis fund mein aapka paisa surakshit hai aur kis fund mein aapne investment ke liye bhi achha return milega. Chaliye, aaj hum dono funds ke beech ka comparison karenge aur aapko pata karenge ki kis fund mein aapki paisa suraksha aur return dono achhe hain.

ParameterANippon India Multi Cap Fund - Direct Plan - GrowthBNippon India Growth Mid Cap Fund - Direct Plan - Growth
Fund HouseNippon IndiaNippon India
CategoryMulti CapMid Cap
NAV (₹)327.564845.02
AUM (₹ Cr)5.26 Lac Cr4.58 Lac Cr
Expense Ratio (%)0.84%1.26%
RiskometerVery HighVery High
Volatility14.3815.97
Sharpe Ratio0.91.17
1 Year Return (%)1.81%10.17%
3 Year Return (%)19.38%25.15%
5 Year Return (%)20.94%22.32%
Since Launch (%)15.99%18.36%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date2 January 20133 January 2013
Exit LoadNilNil
Fund ManagerAmber Singhania; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs)Amber Singhania; Kinjal Desai; Rupesh Patel (8.0 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%)BSE Ltd. (4.21%), Fortis Healthcare Ltd. (2.76%), The Federal Bank Ltd. (2.57%)
Asset AllocationEquity: 99.5%Equity: 98.55%
Portfolio Turnover89%74%

🤖 AI Verdict – Which is Better?

Sach ye hai, agar aap long-term wealth creation ke liye fund invest karna chahte hain, to Nippon India Multi Cap Fund better choice hai. Iska 3Y return 19.38% hai, jo ki ek accha return hai. Lekin, expense ratio bhi 0.84% hai, jo ki thoda high hai. Isliye, hum apne verdict mein is fund ko better choice manaenge.

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 Nippon India Growth Mid Cap Fund?

  • Expense ratio: 1.26%
  • 3Y return: 25.15%
  • AUM: 4.58 Lac Cr
  • Sharpe Ratio: 1.17

📈 SIP Suitability

Ek monthly SIP ke liye, Nippon India Multi Cap Fund better choice hai. Iska 3Y return stable hai aur expense ratio thoda kam hai. Is fund mein SIP invest karna investors ke liye achha vikalp ho sakta hai. Lekin, Nippon India Growth Mid Cap Fund bhi ek accha vikalp hai, lekin iska 3Y return slightly high hai.

⚠️ Risk & Cost Analysis

Is dono fund mein Riskometer Very High hai, lekin Nippon India Multi Cap Fund ke expense ratio thoda kam hai. Sharpe ratio bhi Nippon India Multi Cap Fund ke liye accha hai, jo ki 0.9 hai. Isliye, investors ke liye Nippon India Multi Cap Fund better risk-adjusted returns offer karta hai.

📊 Portfolio Diversification

Nippon India Multi Cap Fund mein asset allocation 99.5% hai, jo ki ek thoda high hai. Lekin, is fund mein top holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Axis Bank Ltd. hai, jo ki acche companies hain. Nippon India Growth Mid Cap Fund mein asset allocation 98.55% hai, jo ki thoda kam hai. Is fund mein top holdings mein BSE Ltd., Fortis Healthcare Ltd., aur The Federal Bank Ltd. hai.

SIP Calculator – Compare Growth Potential

Nippon India Multi Cap Fund

1836667.31

@19.4% annual return (3Y)

Nippon India Growth Mid Cap Fund

2691264.97

@25.1% 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?

Nippon India Multi Cap Fund ki 5Y return 20.94% hai, jo ki Nippon India Growth Mid Cap Fund ki 5Y return 22.32% se thoda kam hai. Lekin, Nippon India Multi Cap Fund ka 3Y return 19.38% hai, jo ki Nippon India Growth Mid Cap Fund ka 3Y return 25.15% se thoda kam hai. Isliye, Nippon India Multi Cap Fund long run mein achha return deta hai.

Q2: Is the higher risk fund worth it?

Nippon India Growth Mid Cap Fund ka volatility 15.97 hai, jo ki Nippon India Multi Cap Fund ka volatility 14.38 se thoda jyada hai. Lekin, Nippon India Growth Mid Cap Fund ka Sharpe ratio 1.17 hai, jo ki Nippon India Multi Cap Fund ka Sharpe ratio 0.9 se jyada hai. Isliye, Nippon India Growth Mid Cap Fund ka higher risk fund worth hai.

Q3: Which fund is more cost-effective?

Nippon India Multi Cap Fund ka expense ratio 0.84% hai, jo ki Nippon India Growth Mid Cap Fund ka expense ratio 1.26% se thoda kam hai. Isliye, Nippon India Multi Cap Fund ismein 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.