December 26, 2025
RA Jainee
Nippon India Large Cap Fund
| Fund at a Glance | |
| NAV Growth | Rs 105.35 |
| NAV Bonus | Rs 105.35 |
| NAV IDCW | Rs 43.95 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 60 |
| Benchmark | BSE 100 TRI |
| AUM Rs. | 50,312 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.66% |
| 1 Year Return (%) | 9.58 |
| 3 Year Return (%) | 21.48 |
| 5 Year Return (%) | 21.57 |
| 10 Year Return (%) | 15.99 |
| Return Since Launch | 16.38% |
⚖️ Sahifund Review – Nippon India Large Cap Fund
PLUS: Stability | Track Record | Cost Efficiency
This fund stands out for its long and consistent performance history, delivering strong 3-year and 5-year CAGR above 21%, clearly outperforming its benchmark and category peers over longer periods. Its low expense ratio of 0.66% enhances net returns, making it cost-efficient for long-term investors. The portfolio is diversified across 70+ large, established companies, offering stability during market volatility. Backed by an experienced fund management team, it suits investors seeking steady compounding with controlled downside risk.
MINUS: Large AUM | Large-Cap Bias | Momentum Lag
With an AUM of over Rs. 50,000 crore, agility can be a challenge, especially during fast-moving market phases. The fund’s strong large-cap orientation limits exposure to high-growth mid and small caps, which may cause underperformance in sharp bull or momentum-driven rallies. Short-term returns can lag more aggressive peers during trending markets.
Sahifund View (Decisive Line):
A solid core large-cap fund for conservative to moderate equity investors with a 5+ year horizon, best used as a stability anchor in a long-term portfolio rather than a momentum play.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies.
Fund Manager:
1) Sailesh Raj Bhan
Education: Mr. Bhan is an MBA (Finance) and CFA.
Experience: Prior to joining Nippon India Mutual Fund, he has worked with Emkay Share & Stock Broker Pvt. Ltd, Shah & Sequeira Invst. Pvt. Ltd, ICFAI- Securities Research Center Analyst – Equity Research.
2) Bhavik Dave
Education: Mr. Dave is a BBA and PGDM
Experience: Prior joining to Nippon India Mutual Fund he has worked with Motilal Oswal Securities Limited – Research Associate (Institutional Equities), Crisil Global Analytics Centre – Credit Analyst – US Oil & Gas Sector, Grantham Mayo, Van Otterloo & Co. – Research Associate Internship.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 7 days |
Basic Details of Nippon India Large Cap Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.38% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹50,312 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.66% |
| (As on 30-Nov-2025) | |
| Risk Grade | Low |
| Return Grade | High |
| Turnover | 28.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Large Cap Dir | 10.10 | -0.17 | 0.99 | 1.96 | 4.80 | 9.58 | 21.48 | 21.57 | 17.29 | 15.99 |
| BSE 100 TRI | 10.45 | -0.18 | 0.83 | 4.24 | 4.92 | 10.12 | 16.24 | 16.02 | 15.42 | 14.54 |
| Equity: Large Cap | 8.85 | -0.15 | 0.88 | 3.18 | 4.40 | 8.38 | 16.94 | 16.00 | 15.16 | 13.89 |
| Rank within category | 47 | 78 | 35 | 90 | 50 | 51 | 2 | 2 | 4 | 1 |
| Number of funds in category | 98 | 119 | 119 | 115 | 109 | 96 | 83 | 58 | 48 | 42 |
Peer Comparison of Nippon India Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Nippon India Large Cap Dir | 5 star | 9.58 | 21.48 | 21.57 | 0.66 | 50,312 | 16.38 | 1.00 (7) | 12Y 11M | 28.00 |
| ICICI Pru Large Cap Dir | 5 star | 11.45 | 19.66 | 19.09 | 0.84 | 78,160 | 15.92 | 1.00 (365) | 12Y 11M | 13.00 |
| SBI Large Cap Dir | 4 star | 9.65 | 16.16 | 16.03 | 0.79 | 55,637 | 15.29 | 0.25 (30) | 12Y 11M | 29.00 |
| HDFC Large Cap Dir | 5 star | 8.18 | 17.46 | 18.33 | 0.96 | 40,618 | 14.15 | 1.00 (365) | 12Y 11M | 26.18 |
| ABSL Large Cap Dir | 4 star | 9.76 | 17.30 | 16.74 | 0.97 | 31,451 | 14.83 | 1.00 (90) | 12Y 11M | 55.00 |
Portfolio Analysis of Nippon India Large Cap Fund
| No. of Stocks | 71 |
| Top 10 Stocks | 43.78% |
| Top 5 Stocks | 28.50% |
| Top 3 Sectors | 57.62% |
| Portfolio P/B Ratio | 4.04 |
| Portfolio P/E Ratio | 26.71 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,55,690 | 4,45,330 |
| Giant (%) | 72.33 | 78.22 |
| Large (%) | 21.95 | 20.84 |
| Mid (%) | 5.52 | 5.71 |
| Small (%) | 0.20 | 2.06 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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