Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option vs SBI Nifty Next 50 Index Fund - Direct Plan - Growth
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 higher star rating of 5 and better long-term returns, with a 3Y CAGR of 12.79% and a 5Y CAGR of 13.07%, compared to SBI Nifty Next 50 Index Fund - Direct Plan - Growth's lower returns of 6.22% and 5.42% over the same periods. However, this comes with a higher expense ratio of 0.85% versus SBI's 0.24%, which may impact net returns for investors. For those weighing performance against costs, the Nippon India fund offers superior returns but at a higher expense, while the SBI fund is more cost-effective but underperforms in returns.
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option
Nippon India Mutual Fund
★★★★★
Equity · Large Cap
SBI Nifty Next 50 Index Fund - Direct Plan - Growth
SBI Mutual Fund
★★★★★
Equity · Large Cap
| Metric | Nippon India Large Cap... | SBI Nifty Next 50 Inde... |
|---|---|---|
| NAV | ₹102.86 | ₹214.2 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.85% | 0.24% |
| AUM | ₹51,296 Cr | ₹13,189 Cr |
| 1M Return | +6.99% | -1.96% |
| 3M Return | -0.11% | -5.76% |
| 6M Return | +1.67% | -5.33% |
| 1Y Return | -0.78% | -10.17% |
| 3Y CAGR | +12.79% | +6.22% |
| 5Y CAGR | +13.07% | +5.42% |
| Risk Level | — | — |
| Fund Manager | Ashwani Kumar, Sailesh Raj Bhan | Raviprakash Sharma |