Nippon India Large Cap Fund vs UTI Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.4%
3Y Return
14.7%
| Parameter | ANippon India Large Cap Fund - Regular Plan - Growth | BUTI Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | UTI Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 42.22 | 497.22 |
| AUM (₹ Cr) | 5.17 Lac Cr | 2.00 Lac Cr |
| Expense Ratio (%) | 1.56% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.27 | 11.79 |
| Sharpe Ratio | 0.73 | 0.7 |
| 1 Year Return (%) | -0.91% | -4.02% |
| 3 Year Return (%) | 15.4% | 14.7% |
| 5 Year Return (%) | 3.31% | 12.03% |
| Since Launch (%) | 12.7% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 29 November 2012 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) | V. Srivatsa (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.43% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 70% | 21% |
🤖 AI Verdict – Which is Better?
Why consider Nippon India Large Cap Fund?
- Expense ratio: 1.56%
- 3Y return: 15.4%
- AUM: 5.17 Lac Cr
- Sharpe Ratio: 0.73
Why consider UTI Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.00 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
⚠️ Risk & Cost Analysis
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SIP Calculator – Compare Growth Potential
Nippon India Large Cap Fund
₹1428138.45
@15.4% annual return (3Y)
UTI Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Nippon India Large Cap Fund ki 5Y return 3.31% hai, jabki UTI Mutual Fund Large Cap Fund ki 5Y return 12.03% hai. Haan, Nippon India Large Cap Fund ki 3Y return 15.4% hai, lekin UTI Mutual Fund Large Cap Fund ki 3Y return 14.7% hai. Isliye, UTI Mutual Fund Large Cap Fund aapke long-term returns ke liye vishesh roop se aadhaarit hai.
Q2: Is the higher risk fund worth it?
Nippon India Large Cap Fund ki volatility 12.27 hai, jabki UTI Mutual Fund Large Cap Fund ki volatility 11.79 hai. Iske alawa, Nippon India Large Cap Fund ki Sharpe ratio 0.73 hai, jo UTI Mutual Fund Large Cap Fund ki Sharpe ratio 0.7 se adhik hai. Haan, Nippon India Large Cap Fund ki expense ratio 1.56% hai, jo UTI Mutual Fund Large Cap Fund ki expense ratio 0.52% se zyada hai. Isliye, Nippon India Large Cap Fund ki higher risk fund worth hai.
Q3: Which fund is more cost-effective?
UTI Mutual Fund Large Cap Fund ki expense ratio 0.52% hai, jo Nippon India Large Cap Fund ki expense ratio 1.56% se kam hai. Isliye, UTI Mutual Fund Large Cap Fund aapke liye upyukt fund hai, kyonki yeh aapko cost-effectively returns dene ke liye taiyar hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price