Nippon India Small Cap Fund vs Mirae Asset Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
12.03%
Kya aapko pata hai ki aapke portfolio mein kis fund ka chayan karna chahiye? Fund A aur Fund B dono hi very high riskometer vali funds hain lekin inme se koi ek achha hai. Aaj hum aapko Fund A aur Fund B ke beech ka comparison karke dekheinge aur aapko pata chalega ki kis fund ka chayan karna theek hoga.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BMirae Asset Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Mirae Asset |
| Category | Small Cap | Mid Cap |
| NAV (₹) | 194.77 | 38.13 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.84 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.67% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 14.96 |
| Sharpe Ratio | 0.76 | 0.37 |
| 1 Year Return (%) | 5.69% | 2.41% |
| 3 Year Return (%) | 20.63% | 12.03% |
| 5 Year Return (%) | 21.91% | 9.36% |
| Since Launch (%) | 23.95% | 13.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 22 August 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Ankit Jain (6.9 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%) | Indusind Bank Ltd. (3.74%), Bharat Forge Ltd. (3.49%), Lupin Ltd. (3.47%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 97.85% | Mutual Fund: 0.26% |
| Portfolio Turnover | 32% | 47% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, 3Y return aur expense ratio ke adhar par hum Fund A ko accha fund maante hain. Jab hum 3Y return dekhenge, to Fund A ki return 20.63% hai, jo ki Fund B ki return 12.03% se adhik hai. Expense ratio ke liye bhi Fund A kam cost hai, jo 0.64% hai, jab ki Fund B ka expense ratio 1.67% hai. Isliye, Fund A long-term wealth creation ke liye accha 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 Mirae Asset Mid Cap Fund?
- Expense ratio: 1.67%
- 3Y return: 12.03%
- AUM: 1.84 Lac Cr
- Sharpe Ratio: 0.37
📈 SIP Suitability
Monthly SIP ke liye, hum Fund A ko accha fund maante hain. Fund A ki consistency aur return stability Fund B se adhik hai. Fund A ki 1Y return 5.69% hai, jo ki Fund B ki 1Y return 2.41% se adhik hai. Isliye, Fund A monthly SIP ke liye accha fund hai.
⚠️ Risk & Cost Analysis
Hum Fund A aur Fund B ka riskometer, volatility, Sharpe ratio, aur expense ratio ka comparison karte hain. Riskometer ke liye, dono funds very high riskometer vali hain lekin volatility ke liye Fund B kam hai, jo 14.96 hai. Sharpe ratio ke liye, Fund A ki Sharpe ratio 0.76 hai, jo ki Fund B ki Sharpe ratio 0.37 se adhik hai. Expense ratio ke liye, Fund A kam cost hai, jo 0.64% hai. Isliye, Fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Hum Fund A aur Fund B ka asset allocation aur top holdings concentration ka comparison karte hain. Fund A ki asset allocation equity mein 97.17% hai, jab ki Fund B ki asset allocation equity mein 97.85% hai. Top holdings concentration ke liye, Fund A ki top 3 holdings HDFC Bank Ltd., Multi Commodity Exchange Of India Ltd., aur Bharat Heavy Electricals Ltd. hai, jab ki Fund B ki top 3 holdings Indusind Bank Ltd., Bharat Forge Ltd., aur Lupin Ltd. hai. Isliye, Fund A ki asset allocation aur top holdings concentration Fund B se kam diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Mirae Asset Mid Cap Fund
₹1163772.71
@12.0% 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?
Answer: Fund A ki 5Y return 21.91% hai, jo ki Fund B ki 5Y return 9.36% se adhik hai. Isliye, Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Answer: Fund B ki volatility 14.96 hai, jo ki Fund A ki volatility 18.66 se kam hai. Sharpe ratio ke liye, Fund A ki Sharpe ratio 0.76 hai, jo ki Fund B ki Sharpe ratio 0.37 se adhik hai. Isliye, Fund A better risk-adjusted returns offer karta hai.
Q3: Which fund is more cost-effective?
Answer: Fund A ki expense ratio 0.64% hai, jo ki Fund B ki expense ratio 1.67% se kam hai. Isliye, Fund A 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