Nippon India Mutual Fund

Nippon India Large Cap Fund-Institutional Plan Growth Plan Bonus Option

Nippon India Mutual Fund

Expense Ratio: 1.48
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Regular
Benchmark: BSE 100 TRI
Inception: 12-06-2007
Exit Load: Nil
Fund Size:₹50,841.73 Cr

Performance

1Y
FundN/A
Cat. Avg.-5.88%
2Y
FundN/A
Cat. Avg.-2.45%
3Y
FundN/A
Cat. Avg.8.35%
5Y
FundN/A
Cat. Avg.6.72%
10Y
FundN/A
Cat. Avg.10.93%
SI
Fund0.00%
Cat. Avg.9.49%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1HDFC Bank Limited5272.919.91%
2ICICI Bank Limited4538.168.53%
3Axis Bank Limited2693.495.06%
4Reliance Industries Limited2256.714.24%
5Larsen & Toubro Limited2050.063.85%
6Bajaj Finance Limited2012.933.78%
7Sun Pharmaceutical Industries Limited1497.572.81%
8Hindustan Unilever Limited1376.592.59%
9Infosys Limited1356.542.55%
10ITC Limited1292.132.43%

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NAV / Fund Size₹631.37₹37,290.06 Cr
Large & Mid Cap FundVery High RiskEquity

5.21%

7.81%

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14.66%

13.68%

Small Cap FundVery High RiskEquity

0.76%

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20.22%

Nippon India Mutual Fund
NAV / Fund Size₹449.00₹1,023.40 Cr
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20.99%

27.72%

19.23%

4.98%

-15.73%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI03 Mar, 201 L.1 L.0.0%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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