HDFC Large Cap Fund vs Nippon India Large Cap Fund
Over the last 3 years, Nippon India Large Cap Fund returned 12.6% a year against 10.4% for HDFC Large Cap Fund (Direct plans). Nippon India Large Cap Fund costs less (0.85% a year, Direct). They hold 24 stocks in common; the portfolio overlap is 42%. Data as of 5 Nov 2026.
| HDFC Large Cap Fund | Nippon India Large Cap Fund | |
|---|---|---|
| Category | Large Cap | Large Cap |
| Fund house | HDFC Mutual Fund | Nippon India Mutual Fund |
| Benchmark (TRI) | Nifty 100 | Nifty 100 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹39,519 cr | ₹53,646 cr |
| Direct plan | ||
| Rating | B | A+ |
| Expense ratio | 1.02% | 0.85% |
| 1Y return | -1.8% | -2.8% |
| 3Y return (a year) | 10.4% | 12.6% |
| 5Y return (a year) | 10.6% | 12.8% |
| 3Y vs index | -0.7% | +1.5% |
| Regular plan | ||
| Rating | B | A |
| Expense ratio | 1.58% | 1.61% |
| 1Y return | -2.4% | -3.6% |
| 3Y return (a year) | 9.7% | 11.7% |
| 5Y return (a year) | 9.9% | 11.8% |
| 3Y vs index | -1.3% | +0.6% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.3% | 13.6% |
| Max fall, 5Y | -16.4% | -15.4% |
| Down capture, 3Y | 96 | 91 |
| Stocks held | 46 | 69 |
| Top 10 holdings | 53% | 44% |
Common questions
HDFC Large Cap Fund or Nippon India Large Cap Fund: which has done better?
Over the last 3 years, Nippon India Large Cap Fund returned 12.6% a year against 10.4% for HDFC Large Cap Fund (Direct plans).
How much do HDFC Large Cap Fund and Nippon India Large Cap Fund overlap?
They hold 24 stocks in common; the portfolio overlap is 42%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.