Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option vs Nippon India Retirement Fund- Wealth Creation Scheme- 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 - Direct Plan Growth Plan - Bonus Option appears stronger based on its metrics, boasting a higher star rating of 5 and better returns across all timeframes, with a 3Y CAGR of 12.79% and a 5Y CAGR of 13.07%. In contrast, Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan-Growth Plan- Bonus Option has a significantly lower star rating of 2 and disappointing returns, particularly with a 1Y return of -11.29%. However, the retirement fund offers a much lower expense ratio of 0.15% compared to 0.85% for the large cap fund, which may appeal to cost-conscious investors. Ultimately, investors should weigh the higher potential returns of the large cap fund against the lower costs of the retirement fund.
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option
Nippon India Mutual Fund
★★★★★
Equity · Large Cap
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan-Growth Plan- Bonus Option
Nippon India Mutual Fund
★★★★★
Equity · Large Cap
| Metric | Nippon India Large Cap... | Nippon India Retiremen... |
|---|---|---|
| NAV | ₹102.86 | ₹41.92 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.85% | 0.15% |
| AUM | ₹51,296 Cr | ₹3,461 Cr |
| 1M Return | +6.99% | -2.74% |
| 3M Return | -0.11% | -5.25% |
| 6M Return | +1.67% | -6.19% |
| 1Y Return | -0.78% | -11.29% |
| 3Y CAGR | +12.79% | +6.13% |
| 5Y CAGR | +13.07% | +5.62% |
| Risk Level | — | — |
| Fund Manager | Ashwani Kumar, Sailesh Raj Bhan | Payal Kaipunjal |