Nippon India Small Cap Fund vs Quantum 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
7.98%
Dekho, today hum aapko do funds ke baare mein jaankaari denge - Nippon India Small Cap Fund aur Quantum Mutual Fund Multi Cap Fund. Aapko yeh jaanane ke liye hain ki Nippon India Small Cap Fund aur Quantum Mutual Fund Multi Cap Fund ka category kya hai aur aapko kya seekhne ko milega.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Quantum Mutual Fund |
| Category | Small Cap | Multi Cap |
| NAV (₹) | 194.77 | 8.38 |
| AUM (₹ Cr) | 7.27 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 0.64% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 13.65 |
| Sharpe Ratio | 0.76 | 0.27 |
| 1 Year Return (%) | 5.69% | -11.42% |
| 3 Year Return (%) | 20.63% | 7.98% |
| 5 Year Return (%) | 21.91% | 4.71% |
| Since Launch (%) | 23.95% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 6 November 2024 |
| 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 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% | 35% |
🤖 AI Verdict – Which is Better?
Humne fund B (Quantum Mutual Fund Multi Cap Fund) ko long-term wealth creation ke liye better fund samjha hai. Iske liye 3Y return, expense ratio aur risk ke baare mein dekha gaya hai. Fund B ke 3Y return 7.98% hai, expense ratio 1.68% hai aur riskometer high hai lekin fund A ke 3Y return 20.63% hai jo bahut high hai. Haan, fund B ki expense ratio fund A ki expense ratio se jyada hai lekin hume lage ki fund B ka long-term wealth creation ke 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 Quantum Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
Ab dekhiye SIP ke liye dono fundon ka consistency aur return stability. Fund A ke 1Y return 5.69% hai, fund B ke 1Y return -11.42% hai. Lekin fund A ka consistency fund B ke saman hai aur fund A ke 5Y return 21.91% hai jiska 5Y return fund B ka 4.71% se jyada hai. Haan, fund A ka volatility fund B ka saman hai, lekin fund A ka riskometer fund B ka saman hai. Isliye, fund A SIP ke liye better fund hai.
⚠️ Risk & Cost Analysis
Ab hum dono fundon ka riskometer, volatility, Sharpe ratio aur expense ratio ka comparision karenge. Fund A ka riskometer very high hai aur volatility 18.66 hai. Fund B ka riskometer bhi very high hai aur volatility 13.65 hai. Lekin fund A ka Sharpe ratio 0.76 hai jo fund B ka Sharpe ratio 0.27 se jyada hai. Haan, fund B ka expense ratio 1.68% hai jo fund A ka expense ratio 0.64% se jyada hai. Isliye, fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Ab hum dono fundon ka asset allocation aur top holdings concentration ka comparision karenge. Fund A ka asset allocation 97.17% equity aur 0.21% CD hai. Fund B ka asset allocation 97% equity aur 3% T-Bills hai. Lekin fund A ka top holdings concentration fund B ka saman hai. HDFC Bank Ltd. fund A aur fund B ki top holdings mein hai lekin fund A mein 1.89% hai aur fund B mein 6.5% hai. Haan, fund B ka sector risk fund A ke saman hai. Isliye, fund A portfolio diversification ke liye better hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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 (Nippon India Small Cap Fund) ka 5Y return 21.91% hai jo fund B (Quantum Mutual Fund Multi Cap Fund) ka 4.71% se jyada hai. Isliye, fund A aapko long run mein better returns provide karta hai.
Q2: Is the higher risk fund worth it?
Haan, fund A (Nippon India Small Cap Fund) ka Sharpe ratio fund B (Quantum Mutual Fund Multi Cap Fund) ka 0.27 se jyada hai. Lekin fund A ka volatility fund B ka saman hai. Isliye, fund A ki high risk worth hai.
Q3: Which fund is more cost-effective?
Fund A (Nippon India Small Cap Fund) ka expense ratio 0.64% hai jo fund B (Quantum Mutual Fund Multi Cap Fund) ka 1.68% se jyada hai. Isliye, fund A 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