Nippon India Small Cap Fund vs Canara Robeco Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
12.5%
Dekho, investors ke paas do fund options hain, Fund A aur Fund B. Fund A Nippon India Small Cap Fund hai aur Fund B Canara Robeco Large Cap Fund. Sabse pehle hum dekhenge iske categories aur phir humein kya seekha jaayega.
[VERDICT]| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BCanara Robeco Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Canara Robeco |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 69.54 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.65 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.83% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 11.61 |
| Sharpe Ratio | 0.76 | 0.52 |
| 1 Year Return (%) | 5.69% | -3.79% |
| 3 Year Return (%) | 20.63% | 12.5% |
| 5 Year Return (%) | 21.91% | 11.73% |
| Since Launch (%) | 23.95% | 13.95% |
| 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) | Shridatta Bhandwaldar; Vishal Mishra (9.9 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | BSE 100 Total Return Index |
| 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. (8.33%), ICICI Bank Ltd. (7.71%), Reliance Industries Ltd. (5.54%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 96.23% | Pref. Shares: 0.01% |
| Portfolio Turnover | 32% | 16% |
🤖 AI Verdict – Which is Better?
Haan, chaliye aayenge iski verdict. Fund A aur Fund B dono hi very high riskometer se bharpeethe hain, lekin Fund A ki 3Y return 20.63% hai, jo ki Fund B ki 3Y return se zyada hai, 12.5%. Expense ratio mein bhi Fund A kam hai, 0.64% versus Fund B ka 0.83%. Toh, Fund A long-term wealth creation ke liye better hai.
[SIP_SUITABILITY]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 Canara Robeco Large Cap Fund?
- Expense ratio: 0.83%
- 3Y return: 12.5%
- AUM: 1.65 Lac Cr
- Sharpe Ratio: 0.52
📈 SIP Suitability
SIP ke liye, Fund B better hai. Fund B ki consistency aur return stability Fund A ki compare mein achchi hai. Fund B ki 5Y return 11.73% hai, jo ki Fund A ki 5Y return 21.91% se kam hai, lekin Fund B ki expense ratio Fund A ki compare mein kam hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Riskometer aur volatility mein Fund A zyada riski hai, lekin Sharpe ratio mein Fund B kam hai. Expense ratio mein bhi Fund B kam hai. Toh, Fund B better risk-adjusted returns provide karta hai. Volatility mein Fund A 18.66 hai, jo ki Fund B ke 11.61 se zyada hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation aur top holdings concentration mein Fund A better diversified hai. Fund A ki equity allocation 97.17% hai, jo ki Fund B ki equity allocation 96.23% se zyada hai. Lekin, Fund B ki top holdings concentration HDFC Bank Ltd. mein zyada hai, 8.33%, jo ki Fund A ki top holdings concentration Bharat Heavy Electricals Ltd. mein kam hai, 1.67%.
[FAQ]SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Canara Robeco Large Cap Fund
₹1196906.64
@12.5% 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 ki 5Y return 21.91% hai, jo ki Fund B ki 5Y return 11.73% se zyada hai.
Q2: Is the higher risk fund worth it?
Haan, lekin vo bhi riskometer aur volatility ke basis par hai. Fund A ki volatility 18.66 hai, jo ki Fund B ke 11.61 se zyada hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A ki expense ratio 0.64% hai, jo ki Fund B ki expense ratio 0.83% se kam 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