The Nippon India Large Cap Fund is an open-ended equity mutual fund that predominantly invests in large-cap companies. Managed by Nippon Life India Asset Management Ltd., it aims to generate long-term capital appreciation by investing in established market leaders with strong financials, proven track records, and consistent growth potential.
Launched on August 8, 2007, this fund provides investors with the opportunity to participate in India’s growth story through exposure to some of the top 100 companies by market capitalization.
Large Cap Funds, as defined by SEBI, are mutual fund schemes that invest at least 80% of their total assets in the top 100 companies in terms of full market capitalization.
These companies are industry leaders — often part of the NIFTY 100 index — and include well-known names across banking, IT, energy, and manufacturing sectors.
| Key benefits of large-cap funds |
|---|
| Backed by established business models and proven track records. |
| Offer better liquidity and transparency. |
| Provide relatively lower risk and volatility than mid or small caps. |
| Suitable for investors who prefer consistent long-term returns over aggressive short-term gains. |
| Particulars | Details |
|---|---|
| Scheme Name | Nippon India Large Cap Fund |
| Scheme Type | Open-ended equity scheme predominantly investing in large cap stocks |
| Category | Large Cap Fund |
| Inception Date | August 8, 2007 |
| Benchmark | BSE 100 TRI |
| Fund Managers | Mr. Sailesh Raj Bhan, Mr. Bhavik Dave, and Ms. Kinjal Desai |
| Investment Objective | Long-term capital appreciation by investing in large-cap companies |
| Portfolio Turnover Ratio (FY25) | 0.26 |
| Asset Allocation | 80–100% Equity (Large Cap), up to 20% Debt & Money Market Instruments |
| Exit Load | 1% if redeemed within 7 days; Nil thereafter |
| Face Value | ₹10 per unit |
| Launch Date | August 8, 2007 |
The primary objective of the Nippon India Large Cap Fund is to seek 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 instruments, REITs, and InvITs.
Benchmark Index: AMFI Tier I Benchmark – BSE 100 TRI
The BSE 100 Total Return Index (TRI) captures the performance of India’s top 100 large-cap companies, including dividend reinvestment.
This benchmark is chosen as it aligns closely with the fund’s investment universe and growth philosophy.
The fund maintains a positive long-term view on India’s manufacturing, services, and agriculture sectors, supported by structural reforms, strong governance, and global competitiveness.
For updated detailed Performance data and key informations as on April 30, 2026
Visit Nippon India Large Cap Fund Performance Page
Invests in India’s top 100 large-cap companies that are financially sound and market leaders in their respective industries.
Large-cap stocks generally exhibit lower price fluctuations and offer stability during market downturns.
With consistent long-term performance since inception, the fund has established itself as a reliable wealth creation vehicle.
Managed by experienced fund managers —
a. Mr. Sailesh Raj Bhan (CIO, Equity) – Over 29 years of experience.
b. Mr. Bhavik Dave (Assistant Fund Manager) – 13+ years of experience.
c. Ms. Kinjal Desai (Fund Manager – Overseas Investments) – 12+ years of experience.
Balanced exposure across sectors like Financials, IT, FMCG, Energy, and Industrials ensures steady returns over time.
| This fund is suitable for investors who: |
|---|
| Seek long-term capital growth |
| Prefer stability with moderate risk |
| Want to invest in blue-chip companies |
| Are planning for goals beyond 5 years (e.g., retirement, wealth creation) |
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 7 days; Nil thereafter
Taxation:
🔗 How to Invest Online?
| Investor Pain Point | How This Fund Addresses It |
|---|---|
| Market volatility risk | Diversified large-cap exposure cushions downside |
| Lack of portfolio transparency | Monthly & half-yearly disclosures via official AMC links |
| High short-term risk | Focus on long-term capital appreciation |
| Liquidity concerns | Daily redemption with 3-day payout timeline |
| Tax inefficiency | Eligible for long-term capital gains taxation benefits |
Yes, it is suitable for long-term investors looking for steady growth through blue-chip large-cap companies.
Minimum investment starts from ₹100 for additional purchases or switches.
NAV is calculated and disclosed daily on AMFI and Nippon India Mutual Fund websites by 11 PM.
The fund’s Riskometer indicates High Risk, as it predominantly invests in equity.
Redemptions can be made on any business day, with proceeds credited within 3 working days.
The Nippon India Large Cap Fund offers an excellent avenue for investors seeking long-term capital appreciation through India’s largest and most stable companies. With strong management expertise, disciplined strategy, and transparent operations, it remains a strong choice for investors aiming for growth with stability.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: November 28, 2025
Sushil Bajaj Invesco India Nifty Bank Index Fund NFO – Invest Online Overview Strategy Portfolio Performance FAQs Invest Now Invesco India Nifty Bank Index Fund Invesco India Nifty Bank Index Fund is a strategic passive investment solution that allows investors to track the performance of India’s leading banking institutions. By replicating the Nifty Bank Index, it offers […]
Invesco India BSE Sensex Index Fund NFO – Invest Now Overview Strategy Portfolio Performance FAQs Invest Now Invesco India BSE Sensex Index Fund NFO The Invesco India BSE Sensex Index Fund offers a low-cost, passive investment route to own 30 of India’s largest, blue-chip companies. Designed for long-term wealth creation, it mirrors the BSE Sensex […]
© Copyright 2025 - All Rights Reserved | Website developed by Behind Methods Co.
+91 931-5120-004
