Nippon India Small Cap Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
1.9%
Dekho, aapko yahaan do funds ke baare mein jaankari milne waali hai, Nippon India Small Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund. Ye donon funds aapke paas long term wealth creation ke liye ek achchhi investment option de sakte hain. Haan, aaj humein in donon funds ke beech mein comparison karna hai aur aapko batana hai ki kis fund mein investment karna achchha hai.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Old Bridge Mutual Fund |
| Category | Small Cap | Mid Cap |
| NAV (₹) | 194.77 | 10.59 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 15.35 |
| Sharpe Ratio | 0.76 | 1.82 |
| 1 Year Return (%) | 5.69% | 5.79% |
| 3 Year Return (%) | 20.63% | 1.9% |
| 5 Year Return (%) | 21.91% | 1.13% |
| Since Launch (%) | 23.95% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 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%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 32% | 31% |
🤖 AI Verdict – Which is Better?
Aaj humein long term wealth creation ke liye aapke liye best fund ka decision lene mein madad karna hai. Dekho, Fund A ne 3Y return 20.63% kiya hai, jo ki bahut achchha hai. Lekin expense ratio 0.64% hai, jo ki kam hai. Riskometer Very High hai, lekin volatility 18.66 hai. Sharpe ratio 0.76 hai, jo ki kam hai. Haan, Fund B ka 3Y return 1.9% hai, jo ki kam hai. Expense ratio 1.75% hai, jo ki adhik hai. Riskometer Very High hai, lekin volatility 15.35 hai. Sharpe ratio 1.82 hai, jo ki adhik hai. Sach ye hai ki Fund A long term mein aapke liye better 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 Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
SIP ke liye aapka fund chunna achchha hai. Dekho, Fund A ne 5Y return 21.91% kiya hai, jo ki bahut achchha hai. Lekin Fund B ka 5Y return 1.13% hai, jo ki kam hai. Haan, Fund A ka expense ratio 0.64% hai, jo ki kam hai. Lekin Fund B ka expense ratio 1.75% hai, jo ki adhik hai. Chaliye, Fund A SIP ke liye better fund hai, lekin aapko iske baare mein aur jaankari leni chahiye.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisaab se Fund A better hai. Dekho, Fund A ka riskometer Very High hai, lekin volatility 18.66 hai. Haan, Fund B ka riskometer Very High hai, lekin volatility 15.35 hai. Sharpe ratio ke hisaab se bhi Fund A better hai. Dekho, Fund A ka Sharpe ratio 0.76 hai, jo ki kam hai. Lekin Fund B ka Sharpe ratio 1.82 hai, jo ki adhik hai. Expense ratio ke hisaab se bhi Fund A better hai. Dekho, Fund A ka expense ratio 0.64% hai, jo ki kam hai. Lekin Fund B ka expense ratio 1.75% hai, jo ki adhik hai. Sach ye hai ki Fund A aapke liye better fund hai.
📊 Portfolio Diversification
Asset allocation ke hisaab se Fund A better hai. Dekho, Fund A ka equity allocation 97.17% hai, jo ki kam hai. Lekin Fund B ka equity allocation 94.00% hai, jo ki adhik hai. Chaliye, Fund A ka asset allocation better hai, lekin aapko iske baare mein aur jaankari leni chahiye. Top holdings concentration ke hisaab se bhi Fund A better hai. Dekho, Fund A ka top 3 holdings HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%) hai, jo ki kam hai. Lekin Fund B ka top 3 holdings Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) hai, jo ki adhik hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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 ne 5Y return 21.91% kiya hai, jo ki bahut achchha hai. Isliye, Fund A long term mein aapke liye better fund hai.
Q2: Is the higher risk fund worth it?
Answer: Riskometer aur volatility ke hisaab se Fund A better hai. Dekho, Fund A ka riskometer Very High hai, lekin volatility 18.66 hai. Haan, Fund B ka riskometer Very High hai, lekin volatility 15.35 hai. Sharpe ratio ke hisaab se bhi Fund A better hai. Isliye, Fund A aapke liye better fund hai.
Q3: Which fund is more cost‑effective?
Answer: Expense ratio ke hisaab se Fund A better hai. Dekho, Fund A ka expense ratio 0.64% hai, jo ki kam hai. Lekin Fund B ka expense ratio 1.75% hai, jo ki adhik hai. Isliye, Fund A aapke liye better fund 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