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

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

TopFund Analysis

Nippon India Large Cap Fund demonstrates stronger performance metrics with a higher star rating of 5 and better long-term returns, particularly in the 3Y CAGR and 5Y CAGR categories, where it outperforms JM Large Cap Fund. However, this fund has a negative 1Y return of -0.78%, compared to JM's positive 1.98%, which may indicate short-term volatility. Investors should consider the tradeoff between Nippon India's lower expense ratio and larger AUM against JM's more favorable short-term performance.

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- Growth Plan -Growth 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