Nippon India Small Cap Fund vs Quant 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%
Ek baar phir hum do fundon ke beech mein jaane waala hai - Nippon India Small Cap Fund aur Quant Mutual Fund Large Cap Fund. Duniya mein Small Cap aur Large Cap donon hi categories hain, lekin ek kaafi alag return aur riskometer hain. Is article mein hum dekhenge ki kya fund long-term mein acha hai aur kyon.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quant Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 497.22 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 12.4 |
| 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) | 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% | 27% |
🤖 AI Verdict – Which is Better?
Hum long-term mein acha fund search kar rahe hain, to hum 3Y return, expense ratio, aur riskometer ke adarsh par fundon ko judge karenge. Nippon India Small Cap Fund ne 20.63% return diya hai, jabki Quant Mutual Fund Large Cap Fund ne 14.7% return diya hai. Expense ratio ke liye, Nippon India Small Cap Fund 0.64% expense ratio ke saath aayega, jabki Quant Mutual Fund Large Cap Fund 0.52% expense ratio ke saath aayega. Hum 3Y return aur expense ratio ke adarsh par Quant Mutual Fund Large Cap Fund ko acha fund samjhte hain.
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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
SIP (Systematic Investment Plan) karenge to hum 10+ years ke liye fundon ki consistency aur return stability ke liye dekhenge. Nippon India Small Cap Fund ne 5.69% 1Y return aur 20.63% 3Y return diya hai, jabki Quant Mutual Fund Large Cap Fund ne -4.02% 1Y return aur 14.7% 3Y return diya hai. Consistency ke liye, hum Quant Mutual Fund Large Cap Fund ko acha fund samjhte hain.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke adarsh par hum fundon ki risk-adjusted returns compare karenge. Nippon India Small Cap Fund ke riskometer very high hai, jabki volatility 18.66 hai. Sharpe ratio 0.76 hai. Expense ratio 0.64% hai. Quant Mutual Fund Large Cap Fund ke riskometer bhi very high hai, jabki volatility 12.4 hai. Sharpe ratio 0.66 hai. Expense ratio 0.52% hai. Hum risk-adjusted returns ke liye Nippon India Small Cap Fund ko acha fund samjhte hain.
📊 Portfolio Diversification
Fundon ki asset allocation aur top holdings concentration ke liye hum compare karenge. Nippon India Small Cap Fund mein equity 97.17% hai, jabki CD 0.21% hai. Top 3 holdings mein HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), aur Bharat Heavy Electricals Ltd. (1.67%) hai. Quant Mutual Fund Large Cap Fund mein equity 96.00% hai, jabki T-Bills 4.00% hai. Top 3 holdings mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. Hum asset allocation ke liye Nippon India Small Cap Fund ko acha fund samjhte hain.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Quant 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?
Nippon India Small Cap Fund ne 21.91% 5Y return diya hai, jabki Quant Mutual Fund Large Cap Fund ne 12.03% 5Y return diya hai.
Q2: Is the higher risk fund worth it?
Nippon India Small Cap Fund ke riskometer very high hai, lekin volatility 18.66 hai, aur Sharpe ratio 0.76 hai. Isliye, hum yeh nahi mana sakte ki yeh fund kam se kam risk hai.
Q3: Which fund is more cost-effective?
Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo Nippon India Small Cap Fund ka expense ratio 0.64% se kam hai. Isliye, hum yeh mana sakte hain ki Quant Mutual Fund Large Cap Fund adhik 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