Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal 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 significantly better returns, achieving a 3Y CAGR of 12.79% and a 5Y CAGR of 13.07%, compared to Kotak Nifty 50 Value 20 ETF's 3Y CAGR of 6.39% and 5Y CAGR of 5.48%. However, this fund comes with a higher expense ratio of 0.85%, compared to the much lower 0.1268% of Kotak's fund. For investors deciding between these two, the choice may hinge on whether they prioritize higher potential returns despite the increased costs.

Kotak Mahindra Mutual Fund

Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option

Kotak Mahindra 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 Kotak Nifty 50 Value 2... Nippon India Large Cap...
NAV ₹15.04 ₹102.86
Star Rating ★★ ★★★★★
Expense Ratio 0.1268% 0.85%
AUM ₹1,112 Cr ₹51,296 Cr
1M Return -3.58% +6.99%
3M Return -5.09% -0.11%
6M Return -5.72% +1.67%
1Y Return -11.83% -0.78%
3Y CAGR +6.39% +12.79%
5Y CAGR +5.48% +13.07%
Risk Level — —
Fund Manager Abhishek Bisen Ashwani Kumar, Sailesh Raj Bhan