Nippon India Large Cap Fund- Growth Plan -Growth 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 appears stronger based on metrics, boasting a 5-star rating and significantly higher returns with a 3Y CAGR of 12.79% and a 5Y CAGR of 13.07%, compared to Tata S&P BSE Sensex Index Fund's 3Y CAGR of 5.95% and 5Y CAGR of 5.45%. However, this comes with a higher expense ratio of 0.85% versus Tata's 0.33%, which may impact net returns over time. For investors deciding between the two, Nippon India offers better performance but at a higher cost.

Nippon India Mutual Fund

Nippon India Large Cap Fund- Growth Plan -Growth 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