Nippon India Small Cap Fund vs Invesco 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%
Dekho, aapko yeh article Fund A aur Fund B ke beech ka comparison dikhayega, donon fundon ka category, unke returns, aur unke features. Fund A Nippon India Small Cap Fund Direct Plan, aur Fund B Invesco Mutual Fund Large Cap Fund Direct Plan hai. Chaliye aage badhte hain.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Invesco Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 497.22 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 12.43 |
| Sharpe Ratio | 0.76 | 0.66 |
| 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) | Amit Ganatra (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% | 27% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A ne 5Y return mein 21.91% aur 3Y mein 20.63% return diya hai, jabki Fund B ne 5Y mein 12.03% aur 3Y mein 14.7% return diya hai. Expense ratio ke liye, Fund B kam se kam hai (0.52% vs 0.64%). Riskometer Very High hai donon ke liye. Haan, Fund A ka Sharpe ratio 0.76 hai, jo Fund B ki 0.66 se bada hai. To, Fund A long-term wealth creation ke 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 Invesco Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.08 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Donon fundon ke liye SIP ki consistency aur return stability compare karte hain. Fund B ne 1Y mein -4.02% return diya hai, jabki Fund A ne 5.69% return diya hai. Haan, Fund A ka asset allocation Equity 97.17% hai, aur Fund B ka Equity 96% hai. To, Fund A SIP ke liye behtar fund hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke liye compare karte hain. Fund A ka riskometer Very High hai, lekin uska Sharpe ratio 0.76 hai, jo Fund B ki 0.66 se bada hai. To, Fund A better risk-adjusted returns deta hai. Expense ratio ke liye, Fund B kam se kam hai (0.52% vs 0.64%).
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye compare karte hain. Fund A ka asset allocation Equity 97.17% hai, aur Fund B ka Equity 96% hai. Haan, Fund A ka top holding HDFC Bank Ltd. 1.89% hai, jabki Fund B ka top holding HDFC Bank Ltd. 8.5% hai. To, Fund A asset allocation ke liye behtar fund hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Invesco 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?
Donon fundon ka 5Y return dekhte hain. Fund A ne 21.91% return diya hai, jabki Fund B ne 12.03% return diya hai. To, Fund A long-run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund A ka riskometer Very High hai, lekin uska Sharpe ratio 0.76 hai, jo Fund B ki 0.66 se bada hai. To, Fund A ke higher risk ke liye better returns deta hai.
Q3: Which fund is more cost‑effective?
Donon fundon ka expense ratio compare karte hain. Fund B kam se kam hai (0.52% vs 0.64%). To, Fund B more 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