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Nippon India Large Cap Fund- Growth Plan -Growth Option

(Erstwhile Reliance Large Cap Fund- Growth Plan -Growth Option)

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Category: Equity: Large Cap
Launch Date: 08-08-2007
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.53% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 41,734.15 Cr As on (30-05-2025)
Turn over: 29
NAV as on 13-06-2025

89.1357

-0.62 (-0.6994%)

CAGR Since Inception

13.03%

BSE 100 TRI 17.13%

PERFORMANCE of Nippon India Large Cap Fund- Growth Plan -Growth Option

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Nippon India Large Cap Fund- Growth Plan -Growth Option 5.85 24.42 26.61 14.55 13.03
Benchmark - - - - -
Equity: Large Cap 4.42 18.7 20.6 12.46 13.65

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 Sailesh Raj Bhan, FM 2 Bhavik Dave

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.

RETURNS CALCULATOR for Nippon India Large Cap Fund- Growth Plan -Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Nippon India Large Cap Fund- Growth Plan -Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Nippon India Large Cap Fund- Growth Plan -Growth Option 12.42 1.15 5.75 0.93 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 5.85 21.56 24.42 26.61 14.55
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 18.85 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 11.33 22.72 22.82 21.39 12.06
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 7.47 18.54 19.03 20.5 14.03
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 7.28 15.6 16.1 19.88 13.6
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 7.11 20.42 0.0 0.0 0.0
Franklin India Bluechip Fund-Growth 01-12-1993 6.98 17.82 16.96 20.12 11.32
Invesco India Largecap Fund - Growth 21-08-2009 6.77 20.57 20.77 21.54 12.96
ICICI Prudential Bluechip Fund - Growth 05-05-2008 6.77 21.91 21.54 23.96 14.48
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 6.23 18.56 19.33 22.15 12.74

Asset Allocation (%)

PORTFOLIO ANALYSIS of Nippon India Large Cap Fund- Growth Plan -Growth Option

Portfolio as on