Mutual Funds

Nippon India Large Cap Fund-Institutional Plan Growth Plan Bonus Option

Nippon India Mutual FundLarge CapVery High Risk
₹34.14+0.55 (+1.65%)

NAV as on 2020-03-03 · Equity · Large Cap

AUM

₹46.5K Cr

1Y Return

-1.2%

3Y CAGR

+7.1%

5Y CAGR

+5.2%

Expense

1.47%

Risk

Very High

Nippon India Large Cap Fund-Institutional Plan Growth Plan Bonus Option
₹34.14+1.65%

1Y Return

-1.2%

3Y CAGR

+7.1%

5Y CAGR

+5.2%

Since Inception

+6.9%

AI Fund Analysis

Get AI-powered verdict, strengths, risks, and SIP recommendations for this fund.

NAV History

Drag or scroll the chart to pan through history

52-Week NAV Range

₹31.98
₹38.2

35% from 52W low

Fund Information

Large CapEquitySince 14-08-2007

Fund House

Nippon India Mutual Fund

Category

Equity - Large Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.3%
Cash3.7%

Market Cap Split

Large Cap81.0%
Mid Cap12.3%
Small Cap3.5%

Top Holdings

74 stocks
Weight1M Change
1

HDFC Bank Ltd

Financial Services

8.82%+3.0%
2

ICICI Bank Ltd

Financial Services

7.02%+10.6%
3

Reliance Industries Ltd

Energy

5.30%0.0%
4

Larsen & Toubro Ltd

Industrials

4.24%+15.8%
5

Axis Bank Ltd

Financial Services

4.20%0.0%
6

State Bank of India

Financial Services

3.99%-10.5%
7

Infosys Ltd

Technology

2.94%+21.2%
8

GE Vernova T&D India Ltd

Industrials

2.82%-9.8%
9

Bajaj Finance Ltd

Financial Services

2.80%-1.2%
10

ITC Ltd

Consumer Defensive

2.61%0.0%

Sector Allocation

Weight1M Change
Financial Services
35.0%+100%
Consumer Cyclical
14.5%+59%
Industrials
10.7%-8%
Consumer Defensive
9.6%+4%
Technology
7.3%+21%
Utilities
5.7%-1%
Healthcare
5.7%0%
Energy
5.3%0%
Basic Materials
5.0%-8%
Real Estate
0.3%0%
Communication Services
0.2%0%

Fundamentals

P/E Ratio

23.30

Cat avg: 23.03

P/B Ratio

3.23

Cat avg: 3.24

Dividend Yield

1.27%

Cat avg: 1.38%

Price/Sale

3.04

Price/Cash Flow

18.07

Risk Metrics (3Y)

Sharpe Ratio

0.14

Cat avg: 0.38

Sortino Ratio

0.20

Cat avg: 0.53

Beta

1.05

Cat avg: 1.00

Std Deviation

14.34%

Cat avg: 14.26%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Nippon India Large Cap Instl Bns46,5211.47-1.2%+7.1%+5.2%
ICICI Prudential Large Cap IDCW-P77,4521.40+8.2%+15.4%+14.0%
SBI Large Cap Reg IDCW-P48,9261.47+10.4%+13.1%+11.8%
Nippon India Large Cap Bns46,5211.47+10.6%+17.2%+16.7%
Mirae Asset Large Cap Reg IDCW-P40,1841.52+7.8%+11.3%+10.2%
HDFC Large Cap IDCW-P40,0851.59+7.0%+13.2%+13.6%
Aditya BSL Large Cap IDCW-P30,0941.63+6.9%+13.2%+11.8%
Axis Large Cap Fund IDCW-P28,6611.58+4.0%+10.6%+7.8%
Canara Robeco Large Cap Reg IDCW-P15,2411.65+5.9%+13.3%+10.8%
UTI Large cap Reg IDCW-P11,2031.75+2.5%+10.3%+9.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹46.5K Cr
Expense Ratio1.47%
Volatility (3Y)14.3%
Sharpe Ratio0.14
Sortino Ratio0.20
Beta1.05
Min SIP₹500
Min Lumpsum₹5,000
Holdings74

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.