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Nippon India Large Cap Fund - NAV, Returns, Performance & Review 2025

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Explore Nippon India Large Cap Fund with latest NAV, performance analysis, expense ratio, and expert insights. Compare returns and check if this large cap fund suits your investment goals.

Investment Objective and Approach

The scheme seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. The principal of Nippon India's Large Cap Fund is to enhance portfolio stability and liquidity fund by investing in the stocks of the top 100 companies, determined by their aggregate market capitalisation.

The fund follows a well-defined investment philosophy focused on:

- Large Cap Focus: According to Sebi guidelines outlining mutual fund scheme categorisation, a large-cap fund allocates a minimum of 80 per cent of its investments to stocks categorised as large-cap.

- Quality Companies Selection: It seeks to invest in well-established businesses characterized by robust and consistent free cash flows, either as leaders or potential leaders in their respective industries.

- Outperformance Strategy: The fund's strategy revolves around surpassing the market's performance by handpicking the most promising index companies.

- Risk Management: Explaining the reasons behind the fund's success, Sailesh Raj Bhan, CIO - Equity Investments at · Nippon India Mutual Fund, attributed it to "avoiding excessive risks" and focusing on sectors that gave "meaningful returns and outperformed the benchmark".

Key Financial Metrics (as of August 2025):

- Latest NAV: ₹101.34 as of 26 Aug 2025

- AUM: ₹44,164.76 Crores as on 28 Aug 2025

- Expense Ratio: 0.65 as of 8th August 2025

- Minimum SIP: ₹100

- Exit Load: 1% if redeemed within 7 days

Fund Managers

Sailesh Raj Bhan - Chief Investment Officer (Equity Investments)

This scheme was launched on Invalid date and is currently managed by its fund manager Sailesh Raj Bhan. He brings extensive experience and proven track record to the fund management:

- Experience: Since August 2007, Sailesh Raj Bhan has guided Nippon India Large Cap Fund.

- Educational Background: Mr. Bhan is an MBA (Finance) and CFA.

- Previous Experience: Prior to joining Nippon India Mutual Fund, he has worked with Emkay Share & Stock Broker Pvt. Ltd, Shah & Sequeira Invst. Pvt. Ltd, ICFAI- Securities Research Center Analyst - Equity Research.

- Other Funds Managed: He also oversees two additional funds: Nippon India Pharma Fund since June 2004 and Nippon India Multi Cap Fund since March 2005.

- Recognition: Throughout this period, the fund's manager, Sailesh Raj Bhan, has consistently achieved remarkable returns within the category, solidifying his position as the foremost mutual fund manager in large-cap funds, and topping the BT Portfolio Manager ranking.

About the Fund House (AMC)

Nippon India Mutual Fund has established itself as a prominent asset management company in India with a strong heritage and robust management.

- Company History: Nippon India Mutual Fund was launched as a joint venture between Japan's Nippon Life Insurance Company and India's Reliance Capital way back in 1996. Nippon purchased the stake of Reliance in October 2019 and the fund house has been renamed as Nippon India Mutual Fund.

- Corporate Structure: It has Nippon Life Insurance Company as the sponsor and Reliance Capital Trustee Co. Ltd. as the trustee.

- Fund House Size: Nippon India Mutual Fund had assets under management of a massive Rs 2,00,030 crore as of September 2020.

The fund house has built a reputation for consistent fund management and investor-focused approach across various equity and debt categories.

Should I Invest in Nippon India Large Cap Fund?

This fund can be suitable for investors seeking:

Ideal for:

- Conservative equity investors looking for stability with growth potential

- Long-term wealth creation through large-cap exposure

- Investors seeking professional management with proven track record

- Portfolio diversification with quality large-cap companies

Performance Highlights:

- Nippon India Large Cap Fund has generated impressive returns of 28.91 per cent over a span of three years.

- large-cap funds struggle to outperform their benchmark, the Nippon India Large Cap Fund stands tall, consistently surpassing its index since the last four years (on a calendar-year basis).

Consider This Fund If:

- You have a moderate to high risk tolerance

- Investment horizon of at least 3-5 years

- Seeking exposure to established, fundamentally strong companies

- Want professional fund management with consistent outperformance

Tax Implications:

- If you redeem within one year, returns are taxed at 20%.

- If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

FAQs

What is today's NAV of Nippon India Large Cap Fund?

The Latest NAV as of 26 Aug 2025 is ₹101.34. NAV is updated daily after market hours and varies with market conditions.

What is the AUM of Nippon India Large Cap Fund?

It has an AUM of ₹44,164.76 Crores as on 28 Aug 2025, indicating significant investor confidence and fund size.

What is the expense ratio of Nippon India Large Cap Fund?

The expense ratio of Nippon India Large Cap Fund Plan is 0.65 as of 8th August 2025. This is competitive for large-cap funds.

What are the returns of Nippon India Large Cap Fund since inception?

Nippon India Large Cap Fund Direct-Growth scheme return performance in last 1 year is 2.75%, in last 3 years is 75.22% and 589.54% since scheme launch.

What is the minimum SIP amount to invest in Nippon India Large Cap Fund?

Minimum SIP Investment is set to ₹100. The min. SIP amount to invest in this scheme is ₹100.

How do I invest in Nippon India Large Cap Fund?

You can invest through Allvest platform by completing KYC, selecting the fund, choosing SIP or lumpsum option, and setting up payment instructions.

How to start a SIP in Nippon India Large Cap Fund?

Visit Allvest, register/login, search for the fund, select SIP option, choose amount and frequency, complete payment setup and mandate registration.

How do I automate an SIP in Nippon India Large Cap Fund?

Through Allvest, set up auto-debit from your bank account by registering a SIP mandate, which automatically invests your chosen amount monthly.

How can I withdraw/redeem my investment in Nippon India Large Cap Fund?

Log into Allvest, select your holdings, choose partial or full redemption, submit request. Exit load of 1% if redeemed within 7 days.