INF204K01XI3

CASPeR Ranking #1

Nippon India Large Cap Fund - Direct Plan - Growth Plan

Very High Risk Large-Cap Equity

NAV (Tue Feb 20 2024)

₹84

Returns (Since Inception)

23.51%

Category Average

15.85%

Rating

5

Allocation and Holdings

Asset class

Weightage

Financial Services

29.08%

Energy

6.38%

Consumer Defensive

5.15%

Industrials

4.38%

Utilities

6.82%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Nippon India Large Cap Fund - Direct Plan - Growth Plan


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹2,14,540 Cr


ISIN

INF204K01XI3


Inception Date

Jan 01 1970


Standard Deviation

13.993


Beta

1.01


Sharpe Ratio

1.418


Benchmark

S&P BSE 100 India TR INR

Risk

Very High Risk

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.

Fund Managers

Sailesh Raj Bhan

Ashutosh Bhargava

Kinjal Desai

About the AMC

Nippon Life India Asset Management Ltd




Corporate Office Address

Nippon Life India Asset Management Limited,4th Floor, Tower A, Peninsula Business Park,,Ganapatrao Kadam Marg,,Lower Parel (W)

Overall AUM

₹2,14,540 Cr


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frequently asked questions

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What is the current NAV of Nippon India Large Cap Fund - Direct Plan - Growth Plan?

The NAV of Nippon India Large Cap Fund - Direct Plan - Growth Plan is ₹84 as of Tue Feb 20 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Nippon India Large Cap Fund - Direct Plan - Growth Plan?

Sailesh Raj Bhan is the current fund manager of Nippon India Large Cap Fund - Direct Plan - Growth Plan as on Wed Feb 21 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Nippon India Large Cap Fund - Direct Plan - Growth Plan?

The Expense Ratio of Nippon India Large Cap Fund - Direct Plan - Growth Plan is 0.00% as of Wed Feb 21 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 0.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Nippon India Large Cap Fund - Direct Plan - Growth Plan?

The minimum Systematic Investment Plan (SIP) amount required for Nippon India Large Cap Fund - Direct Plan - Growth Plan is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Nippon India Large Cap Fund - Direct Plan - Growth Plan?

To initiate a lump sum investment in Nippon India Large Cap Fund - Direct Plan - Growth Plan, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Nippon India Large Cap Fund - Direct Plan - Growth Plan?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Nippon India Large Cap Fund - Direct Plan - Growth Plan is classified as Very High Risk.

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What is the category of Nippon India Large Cap Fund - Direct Plan - Growth Plan?

The category of the Nippon India Large Cap Fund - Direct Plan - Growth Plan is Equity.

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