Nippon India Small Cap Fund vs Old Bridge 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%
Aaj hum do funds ke beech kuch differences aur similarities dekhege. Fund A Nippon India Small Cap Fund hai jiska category small cap hai, lekin Fund B Old Bridge Mutual Fund Large Cap Fund hai jiska category large cap hai. Aapko yahaan pata chalega ki ek se adhik behtar fund kya hai aur yeh kaise decide kiya jaata hai.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 497.22 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 11.89 |
| Sharpe Ratio | 0.76 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Haan, yeh to pata chal gaya hai ki Fund A ka 3Y return 20.63% hai aur Fund B ka 14.7% hai. Lekin expense ratio mein bhi Fund B kam hai. Nippon India Small Cap Fund ka expense ratio 0.64% hai, jabki Old Bridge Mutual Fund Large Cap Fund ka 0.52% hai. Dekho, yeh to Fund B ke hi hain. Lekin yeh bhi sach hai ki Fund A ka riskometer bhi Very High hai. Chaliye hum dekhenge ki Fund A aur Fund B mein kya aur kya milta 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
SIP ke liye Fund A aur Fund B dono achhe hain. Lekin Fund A ka 1Y return 5.69% hai, jabki Fund B ka -4.02% hai. Lekin 10 saal tak SIP karke dekho, Fund A ka 5Y return 21.91% hai, jabki Fund B ka 12.03% hai. Haan, yeh to Fund A ka 5Y return adhik hai. Lekin Fund B ka expense ratio kam hai.
⚠️ Risk & Cost Analysis
Riskometer ke hisaab se, dono funds Very High risk hai. Lekin Fund B ka volatility 11.89 hai, jabki Fund A ka 18.66 hai. Sharpe ratio ke hisaab se, Fund A ka sharpe ratio 0.76 hai, jabki Fund B ka 0.69 hai. Lekin expense ratio mein Fund B kam hai. Haan, yeh to Fund B ke hi hain.
📊 Portfolio Diversification
Fund B ka asset allocation Equity mein 96.00% hai, jabki T-Bills mein 4.00% hai. Fund A ka asset allocation Equity mein 97.17% hai, jabki CD mein 0.21% hai. Haan, yeh to Fund B ka asset allocation adhik diversified hai. Lekin top holdings mein bhi Fund B ka HDFC Bank Ltd. 8.5% hai, jabki Fund A ka HDFC Bank Ltd. 1.89% hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Old Bridge 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?
Yeh to pata chal gaya hai ki Fund A ka 5Y return 21.91% hai aur Fund B ka 12.03% hai. Haan, yeh to Fund A ka 5Y return adhik hai.
Q2: Is the higher risk fund worth it?
Haan, yeh to pata chal gaya hai ki Fund A ka riskometer Very High hai. Lekin Fund A ka Sharpe ratio 0.76 hai, jabki Fund B ka 0.69 hai. Haan, yeh to Fund A ka Sharpe ratio adhik hai. Lekin Fund B ka expense ratio kam hai.
Q3: Which fund is more cost-effective?
Haan, yeh to pata chal gaya hai ki Fund B ka expense ratio 0.52% hai, jabki Fund A ka 0.64% hai. Haan, yeh to Fund B ka expense ratio 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