Nippon India Small Cap Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
19.19%
Mujhe aapko kuch fund compare karne ke liye hain - Nippon India Small Cap Fund aur Axis Midcap Fund. Ye dono fund very high riskometer vali hain, lekin ek aur dusre ki performance mein kya difference hai, iske liye hum aaj ka yeh article padh rahe hain. Aapki investment ki safalta ke liye aapko fund ki category, risk, expense ratio, aur asset allocation ka pata hona zaroori hai. Dekho iske baad hum aapko pata chalega ki aapki investment kaunse fund mein safal ho sakti hai.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Small Cap | Mid Cap |
| NAV (₹) | 194.77 | 136.27 |
| AUM (₹ Cr) | 7.27 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 14.48 |
| Sharpe Ratio | 0.76 | 0.88 |
| 1 Year Return (%) | 5.69% | 7.41% |
| 3 Year Return (%) | 20.63% | 19.19% |
| 5 Year Return (%) | 21.91% | 16.41% |
| Since Launch (%) | 23.95% | 18.68% |
| 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) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 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%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 32% | 12% |
🤖 AI Verdict – Which is Better?
Nippon India Small Cap Fund aur Axis Midcap Fund dono fund very high riskometer vali hain, lekin jab hum 3Y return, expense ratio, aur risk ka dhyan mein rakhte hain, toh Nippon India Small Cap Fund aur bhi behtar anubhav rakhti hai. Iska 3Y return 20.63% hai, jo Axis Midcap Fund ki 19.19% se adhik hai. Badi expense ratio ke alawa, Nippon India Small Cap Fund mein aapki investment ko behtar return mil sakti hai. Haan, iska risk bhi adhik hai, lekin jab aap long-term invest kar rahe hain, toh iski risk kuchh less ho sakti 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 Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Ab hum yeh dekhte hain ki SIP suitabiltiy ke liye kis fund better hai. Axis Midcap Fund ka 3Y return 19.19% hai, jo Nippon India Small Cap Fund ki 20.63% se kam hai. Lekin Nippon India Small Cap Fund ka 5Y return 21.91% hai, jo Axis Midcap Fund ki 16.41% se adhik hai. Isliye, SIP ke liye Nippon India Small Cap Fund hi behtar hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisab se, Nippon India Small Cap Fund aur Axis Midcap Fund dono fund high risk vali hain. Lekin Nippon India Small Cap Fund ka volatility 18.66 hai, jo Axis Midcap Fund ki 14.48 se adhik hai. Sharpe ratio ke hisab se, Nippon India Small Cap Fund ka Sharpe ratio 0.76 hai, jo Axis Midcap Fund ki 0.88 se kam hai. Isliye, Nippon India Small Cap Fund ka risk-adjusted return Axis Midcap Fund se kam hai. Badi expense ratio ke alawa, Nippon India Small Cap Fund ka expense ratio 0.64% hai, jo Axis Midcap Fund ki 1.58% se kam hai.
📊 Portfolio Diversification
Nippon India Small Cap Fund aur Axis Midcap Fund dono fund ki asset allocation aur top holdings concentration ka analysis karte hain. Nippon India Small Cap Fund ka asset allocation 97.17% equity aur 0.21% CD mein hai, jo Axis Midcap Fund ki 89.53% equity aur 0.21% futures mein kam hai. Axis Midcap Fund ka 3.87% The Federal Bank Ltd. aur 3.56% Fortis Healthcare Ltd. mein top holdings hai, jo Nippon India Small Cap Fund ki 1.89% HDFC Bank Ltd. aur 1.76% Multi Commodity Exchange Of India Ltd. mein kam hai. Isliye, Nippon India Small Cap Fund ka portfolio Axis Midcap Fund se adhik diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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 Small Cap Fund ka 5Y return 21.91% hai, jo Axis Midcap Fund ki 16.41% se adhik hai. Isliye, Nippon India Small Cap Fund long run mein better returns deti hai.
Q2: Is the higher risk fund worth it?
Nippon India Small Cap Fund ka riskometer aur volatility adhik hai, lekin sharpe ratio se dekha jaye, toh Nippon India Small Cap Fund ka risk-adjusted return Axis Midcap Fund se kam hai. Isliye, Nippon India Small Cap Fund ka higher risk fund nahi hai.
Q3: Which fund is more cost-effective?
Nippon India Small Cap Fund ka expense ratio 0.64% hai, jo Axis Midcap Fund ki 1.58% se kam hai. Isliye, Nippon India Small Cap Fund 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