Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option vs UTI - BSE Sensex Next 50 Exchange Traded Fund
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 to be the stronger choice based on the metrics provided, boasting a 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 UTI - BSE Sensex Next 50 Exchange Traded Fund's 3Y CAGR of 6.19% and 5Y CAGR of 12.26%. However, this comes with a higher expense ratio of 0.85% versus UTI's 0.23%, which might impact net returns over time. For investors deciding between these two funds, the takeaway is to weigh the potential for higher returns against the cost of management fees.
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option
Nippon India Mutual Fund
★★★★★
Equity · Large Cap
UTI - BSE Sensex Next 50 Exchange Traded Fund
UTI Mutual Fund
★★★★★
Equity · Large Cap
| Metric | Nippon India Large Cap... | UTI - BSE Sensex Next ... |
|---|---|---|
| NAV | ₹102.86 | ₹13.47 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.85% | 0.23% |
| AUM | ₹51,296 Cr | ₹183 Cr |
| 1M Return | +6.99% | +2.75% |
| 3M Return | -0.11% | -4.34% |
| 6M Return | +1.67% | -2.51% |
| 1Y Return | -0.78% | -10.61% |
| 3Y CAGR | +12.79% | +6.19% |
| 5Y CAGR | +13.07% | +12.26% |
| Risk Level | — | — |
| Fund Manager | Ashwani Kumar, Sailesh Raj Bhan | Sharwan Kumar Goyal |