Nippon India Large Cap Fund
Large Cap Fund
Launch Date: 12 Jun 2007
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Delivers good overall performance with solid recent results, though risk levels are higher than peers.
Nippon India Large Cap Fund
Large Cap Fund
Fund Health
Returns 📈
Typically 12-20% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Medium
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Strong
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Nippon India Large Cap Fund | 16% | 17% | 11% | Strong |
Icici Prudential Large Cap Fund (erstwhile Bluechip Fund) | 16% | 15% | 9% | Strong |
Canara Robeco Large Cap Fund | 17% | 13% | 3% | Good |
Nifty 100 Benchmark | 14% | 14% | 8% | — |
Large Cap Fund Category Average | 14% | 14% | 9% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Average
Lower than other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+40%
+20%
0%
-20%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Oct '18
Mar '20
Jun '22
Feb '25
Index
Fund
During big market falls, your fund falls more than the market.
Recovery time after falls
21 months
Fund
|
23 months
Index
Average time taken to recover after a major fall
Fastest recovery
4 mth|4 mth
Slowest recovery
62 mth|61 mth
Details
AUM
₹13610 Cr
Expense Ratio
0.68%
Exit Load
1% if redeemed or switched out on or before completion of 7 days from the date of allotment of units. Nil, thereafter
Minimum Amount
N/A
Fund Manager
FM 1 Sailesh Raj Bhan, FM 2 Bhavik Dave
Fund House
Nippon Life India Asset Management Limited
Launch Date
12 Jun 2007
Age
19 years
Category
Large Cap Fund
Benchmark
Nifty 100 TRI
FAQs
Is Nippon India Large Cap Fund a good mutual fund?
Nippon India Large Cap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 16%
•
Risk of earning less than FD returns has been Medium
•
Performance consistency has been Good
Compared with other funds in the Large Cap Fund category, it has delivered better returns while taking more risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Nippon India Large Cap Fund?
If you're looking for a Large Cap Fund fund, Nippon India Large Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Nippon India Large Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Nippon India Large Cap Fund has shown Average downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 11% of periods.
This suggests the fund carries more risk relative to its peers.
Can I lose money in Nippon India Large Cap Fund?
Yes.
Like all equity mutual funds, Nippon India Large Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Nippon India Large Cap Fund?
Historically, investors holding Nippon India Large Cap Fund for 5+ years experienced:
•
Typical returns around 16% p.a.
•
Best represented by recent returns of 17% p.a.
•
Worst historical outcome of -1% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Nippon India Large Cap Fund?
Nippon India Large Cap Fund has a Medium risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 11%
•
Average fall during major market declines: 26%
•
Average recovery time: 21 months
How does Nippon India Large Cap Fund perform during market crashes?
During major market declines, Nippon India Large Cap Fund has historically fallen around 26% compared with 21% for its benchmark.
This means the fund has protected investors worse than the benchmark during difficult periods.
How long does Nippon India Large Cap Fund take to recover after a fall?
Historically, Nippon India Large Cap Fund has taken around 21 months to recover from major market declines.
The benchmark recovered in approximately 23 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Nippon India Large Cap Fund?
Nippon India Large Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Large Cap Fund funds
Who should avoid Nippon India Large Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Nippon India Large Cap Fund suitable for SIP investing?
Nippon India Large Cap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Nippon India Large Cap Fund earns less than a fixed deposit?
Historically, investors holding Nippon India Large Cap Fund for 3 years earned less than FD returns in approximately 11% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Nippon India Large Cap Fund?
Nippon India Large Cap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 57%
•
Bottom performer: 19%
Is the extra return from Nippon India Large Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Nippon India Large Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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