- Mutual Funds
- Nippon Mutual Fund
- Nippon India Large Cap Fund (Growth)
Formerly Reliance Large Cap Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 78.3847
NAV (Apr 16)
Fund Returns
Last 1Y | 42.1% |
Last 3Y | 25.3% |
Last 5Y | 16.9% |
Last 10Y | 17.1% |
Since Inception | 13.1% |
6 Month CAGR | 18.4% |
Scheme Information
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.
Expense Ratio | 1.63 |
Launched (17y ago) | Aug 08, 2007 |
AUM in Crores | 24378.392 |
ISIN | INF204K01562 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 20.6 |
Beta (3yr) | 0.98 |
Beta (5yr) | 1.07 |
Sharpe Ratio (3yr) | 1.364 |
Sharpe Ratio (5yr) | 0.633 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Large Cap Fund (Growth) | 11,19,360 | 3,86,748 | 16.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
9.5%icici bank ltd
6.6%reliance industries ltd
6.6%state bank of india
5.9%itc ltd
5.1%Allocation by Sector
financial services
36.5%consumer cyclical
14.5%industrials
9.7%consumer defensive
9.5%energy
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Large Cap Fund (G) Review
Nippon India Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 13.1% over a period of 16 years. The fund was previously known as Reliance Large Cap Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Ashutosh Bhargava, Kinjal Desai, Sailesh Raj Bhan.
Nav of Nippon India Large Cap Fund (G) as of 4/16/2024 is ₹78.38 with the total AUM as of 4/18/2024 is ₹24378.392. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Large Cap Fund (G) was launched on Aug 08, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Large Cap Fund (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
Nippon India Large Cap Fund (G) 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.
Nippon India Large Cap Fund (G) is rated as a 4 fund in Equity and delivered 42.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Large Cap Fund (G).
Frequently Asked Questions
What is Nippon India Large Cap Fund (G)?
How to invest in Nippon India Large Cap Fund (G)?
You can invest in Nippon India Large Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Large Cap Fund (G)?
The minimum sip amount for Nippon India Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Large Cap Fund (G) good to invest in?
As per Scripbox experts, Nippon India Large Cap Fund (G) is a Top Ranked fund. You can investNippon India Large Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Large Cap Fund (G)?
The expense ratio of the Nippon India Large Cap Fund (G) is 1.63% for regular plan.