Nippon India Small Cap Fund vs Angel One Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
14.7%
Dekho, investors, today humaare paas do funds hain - Nippon India Small Cap Fund aur Angel One Mutual Fund Large Cap Fund. Chaliye, humein pata hai ki Fund A ek Small Cap fund hai aur Fund B ek Large Cap fund. Aaj hum is comparison ke baad mein long-term wealth creation ke liye kis fund ko better manaenge.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Angel One Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 497.22 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.58 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 11.57 |
| Sharpe Ratio | 0.76 | 0.71 |
| 1 Year Return (%) | 5.69% | -4.02% |
| 3 Year Return (%) | 20.63% | 14.7% |
| 5 Year Return (%) | 21.91% | 12.03% |
| Since Launch (%) | 23.95% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 32% | 19% |
🤖 AI Verdict – Which is Better?
Haan, ismein sabse bada faida yeh hai ki Fund A ka 3Y return 20.63% hai, jisse yeh fund long-term wealth creation ke liye acha hai. Lekin expense ratio 0.64% hai, jisse yeh fund thoda expensive hai. Lekin overall yeh fund risk se bahar nikal sakta hai, isliye humein yeh fund better manaenge.
Why consider Nippon India Small Cap Fund?
- Expense ratio: 0.64%
- 3Y return: 20.63%
- AUM: 7.27 Lac Cr
- Sharpe Ratio: 0.76
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
📈 SIP Suitability
Chaliye, sip suitability ke liye humein consistency aur return stability ko dekhna hoga. Fund A ka 1Y return 5.69% hai, jisse yeh fund consistent hai. Lekin Fund B ka 1Y return -4.02% hai, jisse yeh fund kam consistent hai. Isliye, humein fund A ko sip ke liye better manaenge.
⚠️ Risk & Cost Analysis
Haan, ismein humein riskometer, volatility, Sharpe ratio aur expense ratio ko dekhna hoga. Fund A ka riskometer very high hai, lekin sharpe ratio 0.76 hai, jisse yeh fund better risk-adjusted returns provide karta hai. Lekin Fund B ka riskometer bhi very high hai, lekin sharpe ratio 0.71 hai, jisse yeh fund kam risk-adjusted returns provide karta hai. Isliye, humein fund A ko better manaenge.
📊 Portfolio Diversification
Chaliye, portfolio diversification ke liye humein asset allocation aur top holdings concentration ko dekhna hoga. Fund A ka asset allocation equity mein 97.17% hai, jisse yeh fund kam diversified hai. Lekin Fund B ka asset allocation bhi equity mein 96.00% hai, jisse yeh fund bhi kam diversified hai. Lekin Fund B ka top holdings concentration kam hai, jisse yeh fund bhi better diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Angel One 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 21.91% hai, jisse yeh fund long run mein better returns provide karta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka sharpe ratio 0.76 hai, jisse yeh fund better risk-adjusted returns provide karta hai. Lekin Fund B ka sharpe ratio 0.71 hai, jisse yeh fund kam risk-adjusted returns provide karta hai. Isliye, Fund A ko better manaenge.
Q3: Which fund is more cost-effective?
Chaliye, Fund A ka expense ratio 0.64% hai, jisse yeh fund kam cost-effective hai. Lekin Fund B ka expense ratio 0.52% hai, jisse yeh fund bhi kam cost-effective hai. Isliye, humein Fund B ko better manaenge.
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