Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option vs Tata S&P BSE Sensex 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 on the given metrics, boasting a higher star rating of 5 compared to Tata S&P BSE Sensex Index Fund - Direct Plan's rating of 1, along with significantly better returns over 1Y, 3Y, and 5Y periods. However, this comes with a higher expense ratio of 0.85% versus 0.33% for Tata's fund, which may impact net returns. For investors choosing between them, Nippon India offers better performance but at a higher cost.

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 S&P BSE Sensex Index Fund - Direct Plan

Tata Mutual Fund

★★★★★

Equity · Large Cap

Metric Nippon India Large Cap... Tata S&P BSE Sensex In...
NAV ₹102.86 ₹198.69
Star Rating ★★★★★ ★
Expense Ratio 0.85% 0.33%
AUM ₹51,296 Cr ₹364 Cr
1M Return +6.99% +2.25%
3M Return -0.11% -4.42%
6M Return +1.67% -3.69%
1Y Return -0.78% -12.21%
3Y CAGR +12.79% +5.95%
5Y CAGR +13.07% +5.45%
Risk Level — —
Fund Manager Ashwani Kumar, Sailesh Raj Bhan Sonam Udasi