🎯Investment Objective
“This is a large-cap fund, predominantly investing in stocks of the top 100 companies by full market capitalization. Large-cap stocks endeavour to provide stability and liquidity to the portfolio. It endeavours to generate alpha while owning the best of the index companies. It endeavours to invest in leaders or potential leaders with established business models and sustainable free cash flows. It endeavours to invest in growth companies at a reasonable valuation and with a high return on equity. It invests in emerging large-cap companies that have an established business model, a proven management track record, and the potential to generate high cash flows.”
Source: Nippon India Large Cap Fund scheme information document
AI Summary
indian-fundStrengths1
- Expense ratio of 0.71% is below the category median of 0.93%
Concerns0
Rule-based from financial data. Not advice.
Asset Allocation
Sector Allocation
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings67 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited | Banks | 8.8% | - | |
| 2 | ICICI Bank Limited | Banks | 7.0% | - | |
| 3 | Reliance Industries Limited | Petroleum Products | 5.3% | - | |
| 4 | Larsen & Toubro Limited | Construction | 4.2% | - | |
| 5 | Axis Bank Limited | Banks | 4.2% | - | |
| 6 | State Bank of India | Banks | 4.0% | - | |
| 7 | Infosys Limited | IT - Software | 2.9% | - | |
| 8 | GE Vernova T&D India Limited | Electrical Equipment | 2.8% | - | |
| 9 | Bajaj Finance Limited | Finance | 2.8% | - | |
| 10 | ITC Limited | Diversified FMCG | 2.6% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India Large Cap Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| -0.5830982993583755% | +8.9189949726989% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.