Nippon India Small Cap Fund vs Quant Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
8.67%
Aaj hum aapko do mutual funds ki jankari dene ja rahe hain - Nippon India Small Cap Fund aur Quant Mutual Fund Multi Cap Fund. Ye do funds alag-alag categories mein aate hain - Small Cap aur Multi Cap. Aap janege ki kabhi-kabhi fund ki categories aur performance bahut alag ho sakti hain. Isliye, hum aapko is article mein in dono funds ki detailed jankari de rahe hain.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quant Mutual Fund |
| Category | Small Cap | Multi Cap |
| NAV (₹) | 194.77 | 20.99 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 14.55 |
| Sharpe Ratio | 0.76 | 0.15 |
| 1 Year Return (%) | 5.69% | 0.18% |
| 3 Year Return (%) | 20.63% | 8.67% |
| 5 Year Return (%) | 21.91% | 7.6% |
| Since Launch (%) | 23.95% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 11 June 2019 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 500 Multicap 50:25:25 TRI |
| 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. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 32% | 46% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, fund B ki 3Y return 8.67% hai, jo fund A ki 20.63% se kam hai. Lekin expense ratio mehsoos kiya jata hai ki fund A kam kharchkarta hai. Isliye, hum fund A ko long-term wealth creation ke liye aage rakhte hain. Ismein bhi aayu ke saath saath risk bhi badhta hai. Haan, fund A ka riskometer bhi very high 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 Quant Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
📈 SIP Suitability
Monthly SIP ke liye, fund A ki consistency aur return stability fund B se zyada hai. Dekho, fund A ki 1Y return 5.69% hai, jo fund B ki 0.18% se behtar hai. Isliye, fund A monthly SIP ke liye aage rakhta hai.
⚠️ Risk & Cost Analysis
Volatility ke liye, fund A 18.66 hai, jo fund B ke 14.55 se zyada hai. Lekin Sharpe ratio mehsoos kiya jata hai ki fund A zyada risk-adjusted return de raha hai. Iske alawa, fund A ka expense ratio fund B ke compare kam hai.
📊 Portfolio Diversification
Asset allocation ke liye, dono funds ko equity mein 97% se adhik invest karna hai. Lekin top holdings ke concentrate hokar dekha jata hai ki fund A ka HDFC Bank Ltd. aur Multi Commodity Exchange Of India Ltd. fund B ka HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Ismein bhi fund B ka asset allocation mehsoos kiya jata hai ki woh sector risk se adhik vulnerable hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Quant Mutual Fund Multi Cap Fund
₹956588.14
@8.7% 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?
Sach ye hai, fund A ki 5 years return 21.91% hai, jo fund B ki 7.6% se zyada hai. Isliye, fund A long run mehsoos kiya jata hai better returns de raha hai.
Q2: Is the higher risk fund worth it?
Haan, fund A ka Sharpe ratio fund B ke compare zyada hai, jo risk-adjusted return ko badhata hai. Lekin volatility ke liye, fund B ka risk kam hai. Ismein bhi fund A ka riskometer very high hai, jo aage ki planning ke liye kai sawal uthta hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio fund B ke compare kam hai, jo aapko paise bachate hain. Isliye, fund A cost-effectiveness ke liye aage rakhte hain.
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