Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option vs Tata Nifty 50 Index Fund -Direct Plan

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 Tata Nifty 50 Index Fund - Direct Plan, which has a star rating of 2 and significantly lower returns of 7.27% and 6.3% over the same periods. However, investors should note that Nippon India has a higher expense ratio of 0.85% compared to Tata's 0.27%, which could impact net returns over time. For investors choosing between them, the decision may hinge on whether they prioritize higher returns and are willing to accept a higher expense ratio.

Nippon India Mutual Fund

Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option

Nippon India Mutual Fund

★★★★★

Equity · Large Cap

Tata Mutual Fund

Tata Nifty 50 Index Fund -Direct Plan

Tata Mutual Fund

★★★★★

Equity · Large Cap

Metric Nippon India Large Cap... Tata Nifty 50 Index Fu...
NAV ₹102.86 ₹156.17
Star Rating ★★★★★ ★★
Expense Ratio 0.85% 0.27%
AUM ₹51,296 Cr ₹1,626 Cr
1M Return +6.99% +1.0%
3M Return -0.11% -5.25%
6M Return +1.67% -4.43%
1Y Return -0.78% -11.29%
3Y CAGR +12.79% +7.27%
5Y CAGR +13.07% +6.3%
Risk Level — —
Fund Manager Ashwani Kumar, Sailesh Raj Bhan Sonam Udasi