Nippon India Large Cap Fund- Growth Plan -Growth Option vs UTI BSE Sensex Index Fund - Direct Plan - Growth Option

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Nippon India Large Cap Fund demonstrates stronger performance metrics with a 5-star rating and significantly better returns, including a 3Y CAGR of 12.79% and a 5Y CAGR of 13.07%, compared to UTI BSE Sensex Index Fund's 1-star rating and 3Y CAGR of just 5.02%. However, the Nippon India fund has a higher expense ratio of 0.85%, while the UTI fund offers a lower expense ratio of 0.23%, which could appeal to cost-conscious investors despite its poor performance. Investors should consider the tradeoff between higher potential returns with Nippon India and the lower fees of UTI, which may not justify its lower performance.

Nippon India Mutual Fund

Nippon India Large Cap Fund- Growth Plan -Growth Option

Nippon India Mutual Fund

★★★★★

Equity · Large Cap

UTI Mutual Fund

UTI BSE Sensex Index Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Equity · Large Cap

Metric Nippon India Large Cap... UTI BSE Sensex Index F...
NAV ₹102.86 ₹13.34
Star Rating ★★★★★ ★
Expense Ratio 0.85% 0.23%
AUM ₹51,296 Cr ₹183 Cr
1M Return +6.99% -1.52%
3M Return -0.11% -4.68%
6M Return +1.67% -6.35%
1Y Return -0.78% -11.9%
3Y CAGR +12.79% +5.02%
5Y CAGR +13.07% —
Risk Level — —
Fund Manager Ashwani Kumar, Sailesh Raj Bhan Sharwan Kumar Goyal