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

Nippon India · Large Cap
High
₹34.14
Current NAV
03 Mar 2020
15.0%
1Y Return
11.0%
3Y CAGR
16.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.9%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.70
Sharpe Ratio
1.50
Beta
-0.30
Alpha
0.91
Sortino
Fund Details
Fund House Nippon India
Category Large Cap
AUM ₹4750 Cr
Expense Ratio 1.90%
Min SIP ₹500
Min Lumpsum ₹1000
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