• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Large Cap Fund Institutional Bonus (PIDCW-A)

Formerly Reliance Large Cap Instl Bns

Nippon Mutual Fund

Nippon India Large Cap Fund Institutional Bonus (PIDCW-A)

EquityLarge Cap

34.1366

NAV (Mar 03)

5.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

However, Scripbox does not recommend investing in large cap mutual funds.

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 fundLearn how we rate funds ->

Fund Size

₹ 10,585 Cr

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

View all 7 analysis

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Invest in this fund

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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

34.1366

NAV (Mar 3)

Fund Returns

Last 1Y

-1.2%

Last 3Y

7.1%

Last 5Y

5.2%

Last 10Y

11.4%

Since Inception

10.1%

6 Month CAGR

2.4%

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.

Expense Ratio

1.87

Launched (15y ago)

Aug 08, 2007

AUM in Crores

10584.815

ISIN

INF204K01513

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Kinjal Desai

Fund Manager

Sailesh Raj Bhan

Fund Manager

Ashutosh Bhargava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2020-03-03

Top Stock Holdings

hdfc bank ltd

6.9%
6.9%

housing development finance corp ltd

6.4%
6.4%

icici bank ltd

5.9%
5.9%

itc ltd

5.9%
5.9%

state bank of india

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

35.4%
35.4%

consumer cyclical

13.7%
13.7%

technology

13.5%
13.5%

industrials

12.5%
12.5%

consumer defensive

7.4%
7.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 234,206 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,369 debt and 37 hybrid funds.

amc-img

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

    20.8%

    15.7%

    4.1%

    6.9%

    3.9%

    6.7%

    20.4%

    17.6%

    3.9%

    5.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) Review

    Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 10.1% over a period of 14 years. The fund was previously known as Reliance Large Cap Instl Bns. 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 Institutional Bonus (PIDCW-A) as of 3/3/2020 is ₹34.14 with the total AUM as of 8/6/2022 is ₹10584.815. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) 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 Institutional Bonus (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) 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 Institutional Bonus (PIDCW-A) is rated as a 3 fund in Equity and delivered -1.2% 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 Institutional Bonus (PIDCW-A).

    Frequently Asked Questions

    What is Nippon India Large Cap Fund Institutional Bonus (PIDCW-A)?

    Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Nippon India Large Cap Fund Institutional Bonus (PIDCW-A)?

    You can invest in Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) 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 Institutional Bonus (PIDCW-A)?

    The minimum sip amount for Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) good to invest in?

    As per Scripbox experts, Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) is a Neutral fund. You can investNippon India Large Cap Fund Institutional Bonus (PIDCW-A) 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 Institutional Bonus (PIDCW-A)?

    The expense ratio of the Nippon India Large Cap Fund Institutional Bonus (PIDCW-A) is 1.87% for regular plan.