COMPARE
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option vs Taurus Large Cap Fund - Direct Plan - Growth
Nippon India Large Cap Fund and Taurus Large Cap Fund are both in the Large Cap Fund category, from Nippon Life India Asset Management Limited and Taurus Asset Management Company Limited respectively. Nippon India Large Cap Fund has posted a higher 3-year rolling CAGR. Nippon India Large Cap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Nippon India Large Cap Fund has the lower direct-plan expense ratio, by 1.66 percentage points.
| Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| Category | Large Cap Fund | Large Cap Fund |
| AMC | Nippon Life India Asset Management Limited | Taurus Asset Management Company Limited |
| Benchmark | BSE 100 TRI | BSE 100 TRI |
| NAV | ₹94.9403 (2026-10-28) | ₹175.81 (2026-10-28) |
| AUM | ₹51,259.633 Cr | ₹63.316 Cr |
| Expense Ratio (Direct) | 0.88% | 2.54% |
| Inception | 2007-06-12 | 2008-05-07 |
Returns
Nippon India Large Cap Fund leads on 3-year rolling CAGR (16.7% vs Taurus Large Cap Fund's 12.1%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Taurus Large Cap Fund has been the more volatile of the two by standard deviation.
| Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.14 | 0.35 |
| 3Y Alpha | 1.0604% | 3.9538% |
| 3Y Std Deviation | 13.25% | 13.4823% |
| 3Y Calmar Ratio | 0.58 | 0.67 |
Portfolio Analytics
Nippon India Large Cap Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| P/E Ratio | 23.8037 | 21.7514 |
| P/B Ratio | 10.6133 | 6.656 |
| Dividend Yield | 1.2922% | 1.6217% |
| Active Share | 39.57% | 52.65% |
| Portfolio Turnover | 38% | 97% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Nippon India Large Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Nippon India Large Cap Fund or Taurus Large Cap Fund?
Nippon India Large Cap Fund's 3-year rolling CAGR of 16.7% is higher than Taurus Large Cap Fund's 12.1%. Nippon India Large Cap Fund sits in the 97th percentile of its category on this metric, versus the 3rd percentile for Taurus Large Cap Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Nippon India Large Cap Fund or Taurus Large Cap Fund?
Nippon India Large Cap Fund's direct-plan expense ratio is 1.66 percentage points lower than Taurus Large Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Nippon India Large Cap Fund or Taurus Large Cap Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Taurus Large Cap Fund has been more volatile than Nippon India Large Cap Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.14 for Nippon India Large Cap Fund vs 0.35 for Taurus Large Cap Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Nippon India Large Cap Fund or Taurus Large Cap Fund?
Nippon India Large Cap Fund has ₹51,260 Cr in assets under management, versus ₹63 Cr for Taurus Large Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Nippon India Large Cap Fund or Taurus Large Cap Fund?
Nippon India Large Cap Fund launched on 2007-06-12, making it older than Taurus Large Cap Fund (launched 2008-05-07). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.