Compare Mutual Funds

Insights from Fund Comparison

• Both UTI-Large Cap Fund (G) and Nippon India Large Cap Fund (G) are Large Cap Fund, Equity schemes. UTI-Large Cap Fund (G) is 39 yrs 8 m old and manages ₹12,052.6 Crs, whereas Nippon India Large Cap Fund (G) is 18 yrs 11 m old with ₹51,690.28 Crs.
• UTI-Large Cap Fund (G) is older, but Nippon India Large Cap Fund (G) is larger — suggesting that while UTI-Large Cap Fund (G) has more experience, Nippon India Large Cap Fund (G) may be attracting recent investor interest.
• UTI-Large Cap Fund (G) has its top 3 sectors in Banks (26.86%), IT - Software (10.26%), and Automobile (6.49%), while Nippon India Large Cap Fund (G) focuses on Banks (25.40%), Pharmaceuticals (8.21%), and IT - Software (7.43%).
• The funds share exposure to Banks and IT - Software, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• UTI-Large Cap Fund (G) holds HDFC BANK LIMITED (9.15%), ICICI BANK LTD (8.22%), RELIANCE INDUSTRIES LTD. (5.35%), INFOSYS LTD. (4.90%), and KOTAK MAHINDRA BANK LTD. (4.55%), whereas Nippon India Large Cap Fund (G) holds HDFC Bank Limited (9.31%), ICICI Bank Limited (8.19%), Reliance Industries Limited (4.20%), Axis Bank Limited (4.06%), and Bajaj Finance Limited (3.52%).
• The funds share exposure to HDFC BANK LIMITED, which makes their performance partly correlated. However, the unique holdings like ICICI BANK LTD in UTI-Large Cap Fund (G) and ICICI Bank Limited in Nippon India Large Cap Fund (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, UTI-Large Cap Fund (G) has 97.24% equity and 0.42% debt, while Nippon India Large Cap Fund (G) has 99.76% equity and 0.00% debt.
• Risk profile is similar for both funds.
• UTI-Large Cap Fund (G) outperformed Nippon India Large Cap Fund (G) across all timeframes (3M, 6M, 1Y, 3Y, 5Y), demonstrating consistent performance and resilience in all market cycles. Returns were -5.05% , -9.89% , -5.05% , 8.50% , and 8.17% versus Nippon India Large Cap Fund (G)'s -4.74% , -7.80% , -2.32% , 13.47% , and 14.54% .