Aditya Birla Sun Life Large Cap Fund vs Nippon India Large Cap Fund
Over the last 3 years, Nippon India Large Cap Fund returned 13.4% a year against 12.2% for Aditya Birla Sun Life Large Cap Fund (Direct plans). They hold 31 stocks in common; the portfolio overlap is 54%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Large Cap Fund | Nippon India Large Cap Fund | |
|---|---|---|
| Category | Large Cap | Large Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | Nippon India Mutual Fund |
| Benchmark | Nifty 100 TRI | Nifty 100 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹28,172 cr | ₹52,075 cr |
| Direct plan | ||
| Rating | C | C |
| Expense ratio | 1.03% | 0.85% |
| 1Y return | 0.3% | -0.1% |
| 3Y return (a year) | 12.2% | 13.4% |
| 5Y return (a year) | 9.5% | 13.1% |
| 3Y vs index | +0.7% | +1.9% |
| Rating score, rank | 38 · #22 of 30 | 33 · #26 of 30 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.67% | 1.61% |
| 1Y return | -0.3% | -0.9% |
| 3Y return (a year) | 11.5% | 12.5% |
| 5Y return (a year) | 8.7% | 12.1% |
| 3Y vs index | 0.0% | +0.9% |
| Rating score, rank | 40 · #21 of 30 | 34 · #25 of 30 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 100% |
| Deepest fall, 3Y | -16.7% | -15.4% |
| Volatility, 3Y | 13.5% | 13.9% |
| Max fall, 5Y | -16.7% | -15.4% |
| Down capture, 3Y | 93 | 91 |
| Stocks held | 71 | 68 |
| Top 10 holdings | 43% | 45% |
| Large / mid / small caps | 80 / 13 / 6% | 81 / 13 / 3% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life Large Cap Fund or Nippon India Large Cap Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life Large Cap Fund is rated C and Nippon India Large Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Aditya Birla Sun Life Large Cap Fund or Nippon India Large Cap Fund: which has done better?
Over the last 3 years, Nippon India Large Cap Fund returned 13.4% a year against 12.2% for Aditya Birla Sun Life Large Cap Fund (Direct plans).
How much do Aditya Birla Sun Life Large Cap Fund and Nippon India Large Cap Fund overlap?
They hold 31 stocks in common; the portfolio overlap is 54%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated large cap funds this month · All large cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.