Nippon India Multi Cap Fund vs Old Bridge 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
1.9%
Yeh dono funds Multi Cap category mein hain. Dekho, yeh article me aapko Fund A (Nippon India Multi Cap Fund) aur Fund B (Old Bridge Mutual Fund Multi Cap Fund) ki tarkreek aur comparison karegi. Isme hum aapko batayenge ki ismein kis fund ke liye aapka paisa behtar hai, SIP ke liye kis fund ka chayan karein, aur kis fund mein aapka paisa sahi tarah se jod raha hai.
| Parameter | ANippon India Multi Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 327.56 | 8.38 |
| AUM (₹ Cr) | 5.26 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 0.84% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 14.38 | 13.85 |
| Sharpe Ratio | 0.9 | 1.82 |
| 1 Year Return (%) | 1.81% | -11.42% |
| 3 Year Return (%) | 19.38% | 1.9% |
| 5 Year Return (%) | 20.94% | 1.13% |
| Since Launch (%) | 15.99% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 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% | 38% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A khaas tareeke se 3Y return mein bhagya hai, lekin expense ratio ke maadhyam se Fund B ka phayda hai. Haan, koi fund bhi 100% sure nahi hai, lekin 5Y return aur riskometer ke maadhyam se Fund A ka kuchh vishesh hai. To, humein lagta hai ki Fund A long-term mein aapke liye behtar 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Haan, SIP ke liye Fund A thoda aur stable hai, lekin Fund B kuchh bhi kar sakta hai. Dekho, Fund A ka 3Y return aur expense ratio Fund B ke saman hai, lekin 5Y return mein ek bada difference hai. Chaliye, yeh aapko decide karna hai ki aapka paisa kis fund mein jodna chahte hain.
⚠️ Risk & Cost Analysis
Volatility ke maadhyam se dekha jaye to Fund B thoda kam hai, lekin Sharpe ratio ke maadhyam se Fund B behtar hai. Haan, expense ratio mein bhi Fund B ka phayda hai, lekin to koi fund bhi 100% sure nahi hai. To, yeh aapko decide karna hai ki aap kis fund mein aapka paisa jodna chahte hain.
📊 Portfolio Diversification
Asset allocation ke maadhyam se dekha jaye to Fund A aur Fund B mein kuchh difference hai. Dekho, Fund A mein equity 99.5% hai aur Fund B mein equity 97.00% hai. Haan, Fund A mein HDFC Bank Ltd. aur ICICI Bank Ltd. jaisi top holdings hain, lekin Fund B mein HDFC Bank Ltd. aur ICICI Bank Ltd. jaisi top holdings hain, lekin Reliance Industries Ltd. bhi hai. Chaliye, yeh aapko decide karna hai ki aapka paisa kis fund mein jodna chahte hain.
SIP Calculator – Compare Growth Potential
Nippon India Multi Cap Fund
₹1836667.31
@19.4% annual return (3Y)
Old Bridge Mutual Fund Multi Cap Fund
₹661259.80
@1.9% 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 Fund B ke saman hai, lekin Fund A ka 3Y return behtar hai. To, fund A long-run mein behtar hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka riskometer aur volatility Fund B ke saman hai, lekin Sharpe ratio ke maadhyam se Fund B behtar hai. To, yeh aapko decide karna hai ki aap kis fund mein aapka paisa jodna chahte hain.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B ka expense ratio Fund A ke saman hai, lekin Fund B ka AUM Fund A ke saman hai. To, yeh aapko decide karna hai ki aap kis fund mein aapka paisa jodna chahte hain.
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