Nippon India Small Cap Fund vs Quantum 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%
Dekho, aaj hum do mutual funds ke beech mein comparison karne ja rahe hain: Nippon India Small Cap Fund aur Quantum Mutual Fund Large Cap Fund. Ye donon funds different categories mein hain, lekin kya unke performance mein koi fark hai? Ye question aaj hum answer karenge.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quantum Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 194.77 | 497.22 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 11.75 |
| Sharpe Ratio | 0.76 | 0.7 |
| 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) | Atul Kumar (3.5 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% | 21% |
🤖 AI Verdict – Which is Better?
Haan, yeh dono funds Very High riskometer ke sath aaye hain, lekin Fund A ka 3Y return 20.63% hai, jabki Fund B ka 14.7% hai. Expense ratio ke liye, Fund B thoda behtar hai, 0.52% ka. Lekin, long-term wealth creation ke liye, Fund A ka 5Y return 21.91% hai, jo Fund B ke 12.03% se adhik hai. To, Fund A long-term wealth creation ke liye better 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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
SIP ke liye, hum monthly investment ke liye 10+ years ka aavshyak hai. Fund A ka 1Y return 5.69% hai, jabki Fund B ka -4.02% hai. Lekin, Fund A ka consistency aur return stability Fund B se adhik hai. Isliye, Fund A monthly SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Riskometer ke sath, dono funds Very High riskometer ke sath aaye hain, lekin Fund A ka volatility 18.66 hai, jabki Fund B ka 11.75 hai. Sharpe ratio ke liye, Fund A ka 0.76 hai, jabki Fund B ka 0.7 hai. Expense ratio ke liye, Fund B thoda behtar hai, 0.52% ka. Lekin, overall risk-adjusted returns ke liye, Fund A behtar hai.
📊 Portfolio Diversification
Asset allocation ke liye, Fund A ka 97.17% equity aur 0.21% CD hai, jabki Fund B ka 96.00% equity aur 4.00% T-Bills hai. Top 3 holdings ke liye, Fund A ka HDFC Bank Ltd., Multi Commodity Exchange Of India Ltd., aur Bharat Heavy Electricals Ltd. hai, jabki Fund B ka HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Fund A ka asset allocation Fund B se adhik diversified hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Quantum 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 dono funds long-term wealth creation ke liye behtar hai, lekin Fund A ka 5Y return 21.91% hai, jo Fund B ke 12.03% se adhik hai. Isliye, Fund A aapke liye long-term wealth creation ke liye better hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka higher risk hai, lekin uska higher return bhi hai. Fund A ka volatility 18.66 hai, jabki Fund B ka 11.75 hai. Lekin, Sharpe ratio ke liye, Fund A ka 0.76 hai, jabki Fund B ka 0.7 hai. Isliye, Fund A risk-adjusted returns ke liye behtar hai.
Q3: Which fund is more cost-effective?
Expense ratio ke liye, Fund B thoda behtar hai, 0.52% ka. Isliye, Fund B aapke liye 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