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  • Nippon India Large Cap Fund (RIDCW-A)

Formerly Nippon India Large Cap DR

Nippon Mutual Fund

Nippon India Large Cap Fund (RIDCW-A)

EquityLarge Cap
Top Ranked

27.2638

NAV (Jun 20)

19%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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

27.2638

NAV (Jun 20)

Fund Returns

Last 1Y
39.9%
Last 3Y
24.6%
Last 5Y
19.1%
Last 10Y
16%
Since Inception
13.5%
6 Month CAGR
20%

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
1.62
Launched (17y ago)
Aug 08, 2007
AUM in Crores
26925.098
ISIN
INF204K01547
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
20.6
Beta (3yr)
0.96
Beta (5yr)
1.08
Sharpe Ratio (3yr)
1.258
Sharpe Ratio (5yr)
0.619
YTM
0
Fund Managers

Kinjal Desai

Fund Manager

Sailesh Raj Bhan

Fund Manager

Ashutosh Bhargava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Large Cap Fund (RIDCW-A)70%11,84,202 4,51,59019%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-20

Top Stock Holdings

hdfc bank ltd

9.7%
9.7%

reliance industries ltd

7.8%
7.8%

icici bank ltd

6.1%
6.1%

itc ltd

5.8%
5.8%

state bank of india

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

35.9%
35.9%

consumer cyclical

14.2%
14.2%

industrials

10.5%
10.5%

consumer defensive

9.8%
9.8%

energy

8.7%
8.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 380,402 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
phone-img022-33031000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

5.6%

6.7%

5.6%

5.8%

5.6%

6.7%

5.6%

5.8%

Nippon India Large Cap Fund (RIDCW-A) Review

Nippon India Large Cap Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 13.2% over a period of 16 years. The fund was previously known as Nippon India Large Cap DR. 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 (RIDCW-A) as of 6/20/2024 is ₹27.26 with the total AUM as of 6/21/2024 is ₹26925.098. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Large Cap Fund (RIDCW-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 (RIDCW-A) 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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 38.9% 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 (RIDCW-A).

Frequently Asked Questions

What is Nippon India Large Cap Fund (RIDCW-A)?

Nippon India Large Cap Fund (RIDCW-A) 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 (RIDCW-A)?

You can invest in Nippon India Large Cap Fund (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Nippon India Large Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Large Cap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Nippon India Large Cap Fund (RIDCW-A) is a Top Ranked fund. You can investNippon India Large Cap Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Nippon India Large Cap Fund (RIDCW-A) is 1.62% for regular plan.