Nippon India Small Cap Fund vs Edelweiss 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%
Chaliye, aaj hum do mutual funds ke beech ka comparison karne ja rhe hain - Nippon India Small Cap Fund aur Edelweiss Mutual Fund Large Cap Fund. Ye dono fund apne category mein sab se acche hain. Aapko aaj yahaan jaanna hoga ki in dono fund ke beech kya fark hai aur kis fund mein aapko invest karne ki zaroorat hai.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 497.22 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 12.9 |
| Sharpe Ratio | 0.76 | 0.64 |
| 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) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
Haan, to our verdict hai ki Nippon India Small Cap Fund is better for long-term wealth creation. Ye fund ki 3Y return 20.63% hai, expense ratio 0.64% hai aur riskometer bhi very high hai. Iske alawa, ye fund ki volatility 18.66 hai aur Sharpe ratio 0.76 hai. Edelweiss Mutual Fund Large Cap Fund ki 3Y return 14.7% hai, expense ratio 0.52% hai, lekin riskometer bhi very high 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
For a monthly SIP of 10+ years, Nippon India Small Cap Fund is better option. Ye fund ki return stability aur consistency kaafi acchi hai. Is fund ki 1Y return 5.69% hai aur 5Y return 21.91% hai. Edelweiss Mutual Fund Large Cap Fund ki return stability thodi kam hai, lekin expense ratio kam hai.
⚠️ Risk & Cost Analysis
Riskometer ke hisab se, Nippon India Small Cap Fund is more risky fund hai, lekin edelweiss Mutual Fund large cap fund is also a very high risk fund. Edelweiss Mutual Fund Large Cap Fund ki volatility 12.9 hai, lekin Nippon India Small Cap Fund ki volatility 18.66 hai. Sharpe ratio ke hisab se, Nippon India Small Cap Fund is better hai. Expense ratio ke hisab se, Edelweiss Mutual Fund Large Cap Fund is better hai.
📊 Portfolio Diversification
Nippon India Small Cap Fund ki asset allocation 97.17% equity aur 0.21% CD hai. Edelweiss Mutual Fund Large Cap Fund ki asset allocation 96.00% equity aur 4.00% T-Bills hai. Nippon India Small Cap Fund ki top 3 holdings HDFC Bank Ltd., Multi Commodity Exchange Of India Ltd., aur Bharat Heavy Electricals Ltd. hai. Edelweiss Mutual Fund Large Cap Fund ki top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Ye fund ki portfolio diversification thodi kam hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Edelweiss 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, Nippon India Small Cap Fund ki 5Y return 21.91% hai aur Edelweiss Mutual Fund Large Cap Fund ki 5Y return 12.03% hai. To, Nippon India Small Cap Fund is better hai long-term wealth creation ke liye.
Q2: Is the higher risk fund worth it?
Haan, to higher risk fund worth hai. Nippon India Small Cap Fund ki volatility 18.66 hai, lekin Sharpe ratio 0.76 hai, jisse ye fund ki risk-adjusted return acchi hai.
Q3: Which fund is more cost-effective?
Edelweiss Mutual Fund Large Cap Fund is more cost-effective. Expense ratio 0.52% hai, jisse ye fund kam expensive 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