Kotak Nifty Next 50 Index Fund - Direct Plan - 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

The Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option appears stronger based on its 3-year CAGR of 16.08% compared to the 12.79% of Nippon India Large Cap Fund, despite both funds having the same star rating of 5. However, this comes with a tradeoff as the Kotak fund has a significantly lower AUM of ₹1289 Cr versus Nippon India's ₹51296 Cr, which may indicate less market stability. Investors should consider the higher expense ratio of Nippon India at 0.85% against Kotak's 0.2875%, which could impact long-term returns.

Kotak Mahindra Mutual Fund

Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option

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 Nifty Next 50 In... Nippon India Large Cap...
NAV ₹19.88 ₹102.86
Star Rating ★★★★★ ★★★★★
Expense Ratio 0.2875% 0.85%
AUM ₹1,289 Cr ₹51,296 Cr
1M Return -2.87% +6.99%
3M Return -6.65% -0.11%
6M Return -2.43% +1.67%
1Y Return -2.36% -0.78%
3Y CAGR +16.08% +12.79%
5Y CAGR +10.7% +13.07%
Risk Level — —
Fund Manager Devender Singhal Ashwani Kumar, Sailesh Raj Bhan