Nippon India Small Cap Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
12.96%
Aapko yahaan do mutual funds ke beech ka mukhya antar dekhne ko milega, jinhonein small-cap aur mid-cap categories mein apna karya kiya hai. Dekho, kya in donon fundon mein se ek aapke liye behtar hai?
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Angel One Mutual Fund |
| Category | Small Cap | Mid Cap |
| NAV (₹) | 194.77 | 116.77 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 14.85 |
| Sharpe Ratio | 0.76 | 0.44 |
| 1 Year Return (%) | 5.69% | -1.93% |
| 3 Year Return (%) | 20.63% | 12.96% |
| 5 Year Return (%) | 21.91% | 12.33% |
| Since Launch (%) | 23.95% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 32% | 25% |
🤖 AI Verdict – Which is Better?
Is baar hume Fund A ko long-term wealth creation ke liye behtar fund samjhte hain, jise ki 3Y return, expense ratio, aur risk metre ke hisaab se dekha gaya hai. Fund A ne 5Y mein 21.91% ki return di hai, lekin Fund B ki 5Y return 12.33% hai. Haan, expense ratio mein bhi Fund A accha hai, 0.64% hai Fund B ka expense ratio 1.75% hai. Kya aapko lagta hai ki Fund A aapke liye behtar fund hai?
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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
Ek monthly SIP ke liye, Fund A adhik consistent aur stable return deta hai. Iske 3Y return 20.63% hai, jabki Fund B ka 3Y return 12.96% hai. Dekho, aapko lagta hai ki Fund A aapke liye behtar fund hai lekin kya aapko ismein lagat nahi ho sakti hai?
⚠️ Risk & Cost Analysis
Risk metre ke hisaab se Fund A very high risk hai, jabki Fund B bhi very high risk hai. Lekin volatility ke hisaab se Fund A adhik riski hai, 18.66 hai Fund A ka volatility, jabki Fund B ka volatility 14.85 hai. Sharpe ratio ke hisaab se bhi Fund A adhik behtar hai, 0.76 hai Fund A ka Sharpe ratio, jabki Fund B ka Sharpe ratio 0.44 hai. Chaliye, aapko lagta hai ki Fund A aapke liye behtar fund hai lekin kya aap ismein investment kar sakte hain?
📊 Portfolio Diversification
Asset allocation ke hisaab se Fund A adhik diversified hai, 97.17% equity aur 0.21% CD hai Fund A mein. Fund B mein 94% equity aur 6% T-Bills hai. Dekho, Fund A mein HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%) jaise bade holdings hain. Fund B mein Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) jaise bade holdings hain. Kya aapko lagta hai ki Fund A aapke liye behtar fund hai lekin kya aapko ismein lagat nahi ho sakti hai?
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% 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?
Fund A ne 5Y mein 21.91% ki return di hai, jabki Fund B ki 5Y return 12.33% hai. Isliye, Fund A aapke liye long-term mein behtar fund hai.
Q2: Is the higher risk fund worth it?
Fund A very high risk hai, lekin volatility ke hisaab se adhik riski hai. Sharpe ratio ke hisaab se bhi Fund A adhik behtar hai. Isliye, Fund A aapke liye behtar fund hai lekin kya aap ismein investment kar sakte hain?
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 0.64% hai, jabki Fund B ka expense ratio 1.75% hai. Isliye, Fund A aapke liye behtar cost-effective fund 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