JM Large Cap Fund (Direct) - Growth Option vs Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Nippon India Large Cap Fund stands out with a higher star rating of 5 and a lower expense ratio of 0.85%, indicating a potentially more efficient management compared to JM Large Cap Fund, which has a 4-star rating and an expense ratio of 1.2%. However, JM Large Cap Fund has shown better short-term performance with a 1-year return of 1.98% compared to Nippon India's -0.78%, but the latter has outperformed in the longer term with better 3-year and 5-year CAGR returns. Investors should weigh the tradeoff between JM's recent performance and Nippon's overall stronger rating and lower costs when making a decision.

JM Financial Mutual Fund

JM Large Cap Fund (Direct) - Growth Option

JM Financial Mutual Fund

★★★★★

Equity · Large Cap

Nippon India Mutual Fund

Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option

Nippon India Mutual Fund

★★★★★

Equity · Large Cap

Metric JM Large Cap Fund (Dir... Nippon India Large Cap...
NAV ₹183.53 ₹102.86
Star Rating ★★★★ ★★★★★
Expense Ratio 1.2% 0.85%
AUM ₹355 Cr ₹51,296 Cr
1M Return +7.18% +6.99%
3M Return +0.63% -0.11%
6M Return +5.08% +1.67%
1Y Return +1.98% -0.78%
3Y CAGR +12.2% +12.79%
5Y CAGR +10.47% +13.07%
Risk Level — —
Fund Manager Asit Bhandarkar, Chaitanya Choksi Ashwani Kumar, Sailesh Raj Bhan