Nippon Large Cap Fund Enters Elite Rs 50,000-Crore Club
Nippon India Large Cap Fund has achieved a significant milestone, with its Assets Under Management (AUM) reaching Rs 50,312 crore. This achievement places the fund among the most prominent players in the large-cap fund category in the Indian mutual fund industry.
Launched on August 8, 2007, Nippon India Large Cap Fund is managed by Sailesh Raj Bhan and Bhavik Dave. The fund's investment strategy focuses on generating long-term capital appreciation by predominantly investing in equity and equity-related instruments of large-cap companies. As mandated, the fund invests at least 80% of its assets in large-cap stocks. These are typically the top 100 companies in the stock market, ranked by market capitalization.
The fund's benchmark is the BSE 100 TRI, which it has consistently outperformed over the last 1, 3, and 5-year periods. Impressively, the fund has delivered a 5-year annualized return (CAGR) of 21.88%, surpassing its benchmark, the BSE 100 TRI, by approximately 5.5%.
Nippon India Large Cap Fund is a popular choice for both lump-sum and SIP (Systematic Investment Plan) investors. The fund allows a minimum investment of Rs 100, making it accessible to a wide range of investors. While the fund is considered to be in the very high-risk category, it is still suitable for investors with all risk appetites.
The fund's top holdings include HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., Axis Bank Ltd., and State Bank of India. Sector-wise, the fund has significant exposure to Financial Services, Energy, Services, Automobile, and Consumer Staples sectors. As of November 30, 2025, the fund's expense ratio is 1.48%. An exit load of 1% is applicable for redemptions within 7 days of investment.
The fund has earned 5-star ratings from both Crisil and Value Research, reflecting strong investor confidence and credibility. According to current data, the Net Asset Value (NAV) of Nippon India Large Cap Fund as of December 9, 2025, is Rs 93.16 for the Growth option of its Regular plan.
Financial experts recommend that investors maintain a long-term investment horizon of at least 5 years for equity funds like Nippon India Large Cap Fund.
