Nippon India Small Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
14.24%
Ye doosre fund ke beech ka comparison karne se aapko pata chalega ki Nippon India Small Cap Fund ya Edelweiss Mutual Fund Multi Cap Fund kis tarah se perform karte hain. Dekho, hum aapko batayenge ki aapko dono fund ke beech se kaun kaun se cheezon ka dhyan rakhna chahiye.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Edelweiss Mutual Fund |
| Category | Small Cap | Multi Cap |
| NAV (₹) | 194.77 | 15.12 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 15.25 |
| Sharpe Ratio | 0.76 | 0.68 |
| 1 Year Return (%) | 5.69% | 3.12% |
| 3 Year Return (%) | 20.63% | 14.24% |
| 5 Year Return (%) | 21.91% | 8.32% |
| Since Launch (%) | 23.95% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| 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. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 32% | 55% |
🤖 AI Verdict – Which is Better?
Chaliye hum batayenge ki 3Y return, expense ratio, aur risk ke madhyam se aapko kaun se fund aapke liye behtar hoga. Ye dono fund bahut hi high-risk hain, lekin yahaan hum kuchh suchi banayenge:
Edelweiss Mutual Fund Multi Cap Fund ka 5Y return 8.32% hai, jo bahut hi kam hai. Expense ratio bhi 1.68% hai, jisaki comparison hum 1Y aur 3Y return ke sath karenge. Lekin, Nippon India Small Cap Fund ka 5Y return 21.91% hai, jo bahut hi accha hai. Expense ratio bhi 0.64% hai, jo bahut hi kam hai. Riskometer bhi dono fund ke liye very high hai, lekin Sharpe ratio 0.76 hai, jo 0.68 se behtar hai.
Sach ye hai, hum Nippon India Small Cap Fund ko aapke liye behtar fund samjhte hain, lekin yeh sirf humari rai hai. Aapko apne investment ke liye apne advisor se consult karna chahiye.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Hum batayenge ki SIP ke madhyam se dono fund kis tarah se perform karte hain. Dekho, Nippon India Small Cap Fund ka 3Y return 20.63% hai, jo bahut hi accha hai. Edelweiss Mutual Fund Multi Cap Fund ki 3Y return 14.24% hai, jo kam hai. Expense ratio bhi Nippon India Small Cap Fund ka 0.64% hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 1.68% se behtar hai. Sharpe ratio bhi Nippon India Small Cap Fund ka 0.76 hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 0.68 se behtar hai.
Isliye, hum Nippon India Small Cap Fund ko SIP ke liye behtar fund samjhte hain, lekin yeh sirf humari rai hai.
⚠️ Risk & Cost Analysis
Hum batayenge ki dono fund ke riskometer, volatility, Sharpe ratio, aur expense ratio kaise hain. Dekho, Nippon India Small Cap Fund ka riskometer very high hai, lekin Edelweiss Mutual Fund Multi Cap Fund ka bhi very high hai. Volatility bhi Nippon India Small Cap Fund ka 18.66 hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 15.25 se behtar hai. Sharpe ratio bhi Nippon India Small Cap Fund ka 0.76 hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 0.68 se behtar hai. Expense ratio bhi Nippon India Small Cap Fund ka 0.64% hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 1.68% se behtar hai.
Isliye, hum Nippon India Small Cap Fund ko aapke liye behtar fund samjhte hain, lekin yeh sirf humari rai hai.
📊 Portfolio Diversification
Hum batayenge ki dono fund ke asset allocation aur top holdings concentration kaise hain. Dekho, Nippon India Small Cap Fund ka asset allocation equity mein 97.17% hai, lekin Edelweiss Mutual Fund Multi Cap Fund ka bhi equity mein 97.00% hai. Top holdings concentration bhi Nippon India Small Cap Fund ka HDFC Bank Ltd. mein 1.89% hai, lekin Edelweiss Mutual Fund Multi Cap Fund ka bhi HDFC Bank Ltd. mein 6.5% hai. Isliye, Edelweiss Mutual Fund Multi Cap Fund ka asset allocation aur top holdings concentration Nippon India Small Cap Fund se behtar hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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 Edelweiss Mutual Fund Multi Cap Fund ka 8.32% se behtar hai. Isliye, Nippon India Small Cap Fund long run mein behtar fund hai.
Q2: Is the higher risk fund worth it?
Nippon India Small Cap Fund ka Sharpe ratio 0.76 hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 0.68 se behtar hai. Isliye, Nippon India Small Cap Fund ka higher risk worth hai.
Q3: Which fund is more cost-effective?
Nippon India Small Cap Fund ka expense ratio 0.64% hai, jo Edelweiss Mutual Fund Multi Cap Fund ka 1.68% se behtar 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