Nippon India Large-cap Fund began its journey on August 8, 2007. On October 22, 2024, its NAV (Net Asset Value) stood at Rs 87.25. It enjoys a 5 star rating by CRISIL, which indicates a very good performance among peers.
The fund has a size of Rs 34,432.09 crore. It has an expense ratio of 1.57% which is lower than the category average of 1.97%. It is categorised as “very high” in the risk-o-meter.
Nippon India Large-cap Fund lump sum returns
If someone invested Rs 10,000 six months ago in this fund, it would have generated Rs 11,027; if the same sum was invested a year ago the returns would have amounted to Rs 13,385; 2 years ago it would have fetched a total value of Rs 16,195; 3 years ago the same investment would have generated Rs 16,872; 5 years ago would have fetched Rs 25,860 and if invested 10 years ago would have brought Rs 40,449 for the investor. If anyone had put in Rs 10,000 on the first day of the fund, it would have generated a value of Rs 87,356.
Nippon India Large-cap Fund SIP returns
If one started a Systematic Investment Plan (SIP) in this fund 1 year ago, it would have returned Rs 13,513; 2 years ago it would have generated Rs 31,737; 3 years ago it would have created a total value of Rs 52,799; 5 years ago Rs 1,14,079 and 10 years ago the same SIP would have become Rs 3,05,975.
Nippon India large-cap fund portfolio, top stocks
The top stocks where Nippon India Large-cap Fund has deployed its money are HDFC Bank, ITC, ICICI Bank, Reliance Industries, Infosys, SBI, Tata Power, L&T, Axis Bank, TCS, Maruti, HCL Technologies, NTPC, Zomato, HUL, The Indian Hotels, Dr Reddy’s Labs, Ge T&D India.
According to Value Research, the sectors where Nippon India Large-cap Fund has invested include financial (33.8%), technology (12.18%), energy & utilities (12.18%), consumer discretionary (10%), consumer staple (9.85%), materials (7.66%).
Volatility of Nippon India Large-cap Fund
The beta of Nippon India Large-cap Fund is 96%, which indicates it suffers from slightly less volatility compared to its benchmark index. The alpha of the fund is 4.98%.
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When volatility grips the market, large-caps as a category are supposed to provide more stability, and downside, compared to mid and small cap stocks. Personal Finance Business News – Personal Finance News, Share Market News, BSE/NSE News, Stock Exchange News Today
