Nippon India Multi Cap Fund vs Old Bridge 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%
Agar aapke paas hai 10+ varsh ki investment plan hai, toh aaj hum 2 fundon ka comparison kar rahe hain - Nippon India Multi Cap Fund aur Old Bridge Mutual Fund Large Cap Fund. Dekho, ye donon fund very high riskometer wale hain, lekin hum dikhayenge ki kis fund mein aapke paas zyada return mil sakta hai.
| Parameter | ANippon India Multi Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 327.56 | 497.22 |
| AUM (₹ Cr) | 5.26 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.84% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 14.38 | 11.89 |
| Sharpe Ratio | 0.9 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Nippon India Multi Cap Fund aur Old Bridge Mutual Fund Large Cap Fund donon hi very high riskometer wale fund hain, lekin agar hum long-term wealth creation ka focus rakhte hain, toh Nippon India Multi Cap Fund zyada better fund dikh raha hai. Iska reason hai ki iska 3Y return 19.38% hai aur expense ratio 0.84% hai, jo kam hai. Haan, iska 1Y return kam hai, lekin iska 5Y return bahut accha hai aur iska asset allocation bhi zyada diversified 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Agar aap monthly SIP ke liye 10+ varsh ka plan rakhte hain, toh Nippon India Multi Cap Fund zyada suitable dikh raha hai. Iska reason hai ki iska 5Y return 20.94% hai aur iska consistency bhi bahut accha hai. Haan, Old Bridge Mutual Fund Large Cap Fund ka 1Y return kam hai, lekin iska asset allocation bhi kam diversified hai, jo SIP ke liye problem ho sakta hai.
⚠️ Risk & Cost Analysis
Agar hum riskometer, volatility, Sharpe ratio aur expense ratio ka comparison karte hain, toh Nippon India Multi Cap Fund zyada better fund dikh raha hai. Iska reason hai ki iska riskometer very high hai, lekin iska Sharpe ratio bhi bahut accha hai, jo iska risk-adjusted return dikhata hai. Haan, Old Bridge Mutual Fund Large Cap Fund ka volatility kam hai, lekin iska Sharpe ratio bhi kam hai.
📊 Portfolio Diversification
Agar hum asset allocation aur top holdings concentration ka comparison karte hain, toh Nippon India Multi Cap Fund zyada diversified dikh raha hai. Iska reason hai ki iska asset allocation very high hai, aur iska top holdings concentration bhi kam hai. Haan, Old Bridge Mutual Fund Large Cap Fund ka asset allocation bhi kam hai, lekin iska top holdings concentration bhi zyada hai, jo sector risk ka karan ban sakta hai.
SIP Calculator – Compare Growth Potential
Nippon India Multi Cap Fund
₹1836667.31
@19.4% annual return (3Y)
Old Bridge 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?
Nippon India Multi Cap Fund ka 5Y return 20.94% hai, jo Old Bridge Mutual Fund Large Cap Fund ka 5Y return 12.03% se adhik hai.
Q2: Is the higher risk fund worth it?
Nippon India Multi Cap Fund ka Sharpe ratio 0.9 hai, jo Old Bridge Mutual Fund Large Cap Fund ka Sharpe ratio 0.69 se adhik hai, lekin iska volatility bhi zyada hai. Iska matlab hai ki Nippon India Multi Cap Fund ka risk-adjusted return zyada accha hai, lekin iska risk bhi zyada hai.
Q3: Which fund is more cost-effective?
Nippon India Multi Cap Fund ka expense ratio 0.84% hai, jo Old Bridge Mutual Fund Large Cap Fund ka expense ratio 0.52% se adhik hai. Isliye, Old Bridge Mutual Fund Large Cap Fund zyada 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