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  • Nippon Mutual Fund
  • Nippon India Large Cap Fund (Growth)

Formerly Reliance Large Cap Gr

Nippon Mutual Fund

Nippon India Large Cap Fund (Growth)

EquityLarge Cap

53.8991

NAV (Jan 27)

9.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

53.8991

NAV (Jan 27)

Fund Returns

Last 1Y

8.7%

Last 3Y

14.6%

Last 5Y

9.2%

Last 10Y

13.8%

Since Inception

11.5%

6 Month CAGR

7.1%

Scheme Information

Investment Objective

Nippon India Large Cap Fund is a large cap fund predominantly investing in stocks of top 100 companies by full market capitalization. Large cap stocks endeavor to provide stability & liquidity to the portfolio. It endeavors to generate alpha while owning best of the index companies. It endeavors to invest in leaders or potential leaders with established business models & sustainable free cash flows. It endeavors to invest in growth companies at a reasonable valuation & with high return on equity. It invests in emerging large cap companies which have an established business model with a proven management track record and a potential to generate high cash flows.

Expense Ratio

1.87

Launched (16y ago)

Aug 08, 2007

AUM in Crores

12612.204

ISIN

INF204K01562

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.7

Standard Deviation (5yr)

21.4

Beta (3yr)

1.07

Beta (5yr)

1.07

Sharpe Ratio (3yr)

0.548

Sharpe Ratio (5yr)

0.35

YTM

0

Fund Managers

Ashutosh Bhargava

Fund Manager

Kinjal Desai

Fund Manager

Sailesh Raj Bhan

Fund Manager

Akshay Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Large Cap Fund (Growth)70%916,767 184,1559.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-27

Top Stock Holdings

housing development finance corp ltd

6.7%
6.7%

reliance industries ltd

6.7%
6.7%

larsen & toubro ltd

6.6%
6.6%

state bank of india

5.8%
5.8%

hdfc bank ltd

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

36.5%
36.5%

consumer cyclical

12.7%
12.7%

industrials

12%
12%

technology

9.2%
9.2%

consumer defensive

8.7%
8.7%
See all sectors

Compare Nippon India Large Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 243,204 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,377 debt and 32 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.6%

    15.3%

    4.1%

    6.8%

    4.1%

    5.5%

    4.1%

    6.6%

    17.2%

    17.1%

    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 11.5% over a period of 15 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 Akshay Sharma, Ashutosh Bhargava, Kinjal Desai, Sailesh Raj Bhan.

    Nav of Nippon India Large Cap Fund (G) as of 1/27/2023 is ₹53.90 with the total AUM as of 1/30/2023 is ₹12612.204. 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 3 fund in Equity and delivered 8.7% 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)?

    Nippon India Large Cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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 Neutral 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 1.87% for regular plan.