Kotak BSE Sensex Index Fund- Direct - Growth 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 appears stronger across several metrics, boasting a higher star rating of 5 compared to Kotak BSE Sensex Index Fund's 2, and significantly better returns over the 1-year, 3-year, and 5-year periods. However, this fund comes with a notably higher expense ratio of 0.85% versus Kotak's 0.3081%, which may impact net returns for investors. For those weighing their options, the choice between these funds may hinge on whether they prioritize higher historical returns and a better rating or lower expenses.

Kotak Mahindra Mutual Fund

Kotak BSE Sensex Index Fund- Direct - Growth

Kotak Mahindra 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 Kotak BSE Sensex Index... Nippon India Large Cap...
NAV ₹9.79 ₹102.86
Star Rating ★★ ★★★★★
Expense Ratio 0.3081% 0.85%
AUM ₹24 Cr ₹51,296 Cr
1M Return -1.72% +6.99%
3M Return -4.4% -0.11%
6M Return -6.05% +1.67%
1Y Return -12.48% -0.78%
3Y CAGR — +12.79%
5Y CAGR — +13.07%
Risk Level — —
Fund Manager Abhishek Bisen Ashwani Kumar, Sailesh Raj Bhan