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Nippon India Large Cap Fund Bonus (Dividend Payout - Annually)

Equity

Large Cap

Top Ranked

₹ 29.41

NAV (SEP 25)

Scripbox Opinion

Top Ranked

This fund is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in Large Cap. Click here to see our recommendations.

Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

13 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

10,615 Cr

Category leader in size

Category View

Superior

The category has a superior investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK.

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  • Historical growth rate of 12.00% per annum
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Historical NAV

29.41

NAV (SEP 25)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. The secondary objective is to generate consistent returns by investing in debt,money market securities,REITs and InvITs. However,there can be no assurance that the investment objective of the Scheme will be realized.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

1.83%

Expense Ratio

8th Aug, 2007

Launched (13y ago)

₹ 10,615

AUM in Crores

INF204K01554

No Lock-in

S&P BSE 100 India TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Kinjal Desai

Fund Manager

Sailesh Raj Bhan

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 27th September 2020

Top Stock Holdings

Hdfc Bank Ltd

7%

Icici Bank Ltd

6%

Infosys Ltd

6%

Axis Bank Ltd

6%

Itc Ltd

6%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

29%

Technology

11%

Industrials

10%

Energy

9%

Consumer Defensive

9%
See all sectors

Comparison with Equity Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 12.00% annually
  • Recommended Duration > 5 years
  • No Lock-in
  • Grow wealth, Retirement, Kid's education
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

Equity Funds

Debt Funds

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About Nippon India Large Cap Fund Bonus (Dividend Payout - Annually)

About Nippon India Large Cap Fund Bonus (Dividend Payout - Annually)

Nippon India Large Cap Fund Bonus (Dividend Payout - Annually) is a Large Cap Equity fund and has delivered an annualised return of 8.56% over a period of 13 years. The fund was previously known as Reliance Large Cap Bns. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Sailesh Raj Bhan.

Nippon India Large Cap Fund Bonus (Dividend Payout - Annually) Investment Objective

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. The secondary objective is to generate consistent returns by investing in debt,money market securities,REITs and InvITs. However,there can be no assurance that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.

Nippon India Large Cap Fund Bonus (Dividend Payout - Annually) NAV, AUM and Risk

The fund was launched on 2007-08-08. The NAV of the fund as of 2020-09-25 is ₹ 29.41. The total AUM of the fund as of 2020-09-25 is ₹ 10,615 Cr. The category risk of the fund is Moderately High risk

The fund charges 1.83 % as expense ratio.

Nippon India Large Cap Fund Bonus (Dividend Payout - Annually) Holdings

The fund’s highest allocation is towards equity and has invested 99.35% in this asset class. The top three holdings of the fund are hdfc bank ltd, icici bank ltd and infosys ltd.

Nippon India Large Cap Fund Bonus (Dividend Payout - Annually) SIP

The minimum SIP(Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Nippon India Large Cap Fund Bonus (Dividend Payout - Annually) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.