Nippon India Large Cap Fund: Overview and Key Details (2025)
Category: Large Cap Fund
Investment Objective: To provide long-term capital appreciation by investing predominantly in large-cap companies.
📈 Key Highlights
- 5-Year Average Return: ~19.27% (as of 2025)
- Fund Size (AUM): ₹35,699.99 Crores
- Minimum Investment (SIP): ₹100
- Fund Managers: Bhavik Dave, Sailesh Raj Bhan
- Risk Level: Moderately High
- Expense Ratio: Competitive within its category
🌟 Why Invest in Nippon India Large Cap Fund?
- Superior Performance: It has outperformed several benchmarks across different time frames.
- Top Holdings: Includes companies like HDFC Bank, ICICI Bank, Infosys, Reliance Industries, and TCS.
- Robust Portfolio: Diversified investment across sectors like financials, IT, energy, and consumer goods.
- Focus on Quality: Emphasizes financially strong businesses with sustainable growth potential.
🔥 Nippon India Large Cap Fund – Performance Snapshot
| Period | Returns (Approx) |
|---|---|
| 1 Year | 31% |
| 3 Years | 22% CAGR |
| 5 Years | 19.27% CAGR |
| Since Launch | ~14% CAGR |
(CAGR = Compounded Annual Growth Rate)
🛡️ Suitable For
- Investors seeking a reliable large-cap growth strategy
- Long-term investors (investment horizon of 3-5+ years)
- Those who prefer diversified exposure to India’s top companies
Final Thoughts
The Nippon India Large Cap Fund stands out in 2025 for its impressive track record, experienced fund management, and robust large-cap portfolio. It’s a great choice for investors aiming for consistent long-term wealth creation with relatively lower volatility.