Can I invest in SIP and Lumpsum in Nippon India Large Cap Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Nippon India Large Cap Fund - Direct (G). Minimum lumpsum investment Nippon India Large Cap Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Nippon India Large Cap Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Nippon India Large Cap Fund - Direct (G) is Nippon India Large Cap Fund - Direct (G) is ₹96.11 as on 2025-01-01.

Which are the biggest stock holdings of Nippon India Large Cap Fund - Direct (G)?

The 5 biggest stock holdings of Nippon India Large Cap Fund - Direct (G) are: HDFC Bank (9.63%), ICICI Bank (6.26%), Reliance Industr (5.44%), ITC (5.10%), Infosys (4.47%)

What are the top sectors Nippon India Large Cap Fund - Direct (G) invests in?

A majority of Nippon India Large Cap Fund - Direct (G) 's AUM worth ₹35,313.48 (Cr) is invested in these 3 top sectors: Banks : 26.04% IT-Software : 9.32% Diversified FMCG : 6.63%

Mutual Funds
Nippon India Large Cap Fund - Direct (G)

Nippon India Large Cap Fund - Direct (G)

Large Cap Fund

Invest Now

NAV
96.11(0.44%)
Fund Size (CR)
₹35,313.48
Expense Ratio
0.66
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
16.90%

Absolute Return: -5.25%

Annualized Return: 0%

Basic Details

Scheme Manager

Sailesh Raj Bhan

Bench Mark

BSE 100 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9948.87	-0.51%	-	-0.30%	111/150
1 Month	29 November 2024	9892.27	-1.08%	-	-1.56%	45/150
3 Month	30 September 2024	9431.25	-5.69%	-	-7.12%	18/150
6 Month	28 June 2024	10077.53	0.78%	-	-0.20%	40/146
1 Year	29 December 2023	11927.76	19.28%	19.28%	15.61%	22/142
3 Year	30 December 2021	18017.89	80.18%	21.68%	13.98%	1/134
5 Year	30 December 2019	25087.17	150.87%	20.20%	16.42%	1/120
Since Inception	2 January 2013	65101.49	551.01%	16.90%	14.68%	34/150

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	136020.69	4.63%	4.63%
3 Year	3 January 2022	3,70,000	519479.97	40.40%	11.98%
5 Year	1 January 2020	6,10,000	1126484.59	84.67%	13.05%
10 Year	1 January 2015	12,10,000	3118648.07	157.74%	9.93%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.63%

Standard Deviation

0.98%

Beta

1.15%

Sharpe Ratio

0.10%

Treynor's Ratio

9.35%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	9.63%	18940367	3401.78	Equity	Banks
ICICI Bank	6.26%	17000000	2210.17	Equity	Banks
Reliance Industr	5.44%	14862137	1920.49	Equity	Refineries
ITC	5.10%	37750240	1799.74	Equity	Tobacco Products
Infosys	4.47%	8500084	1579.19	Equity	IT - Software
St Bk of India	4.09%	17200644	1443.05	Equity	Banks
Larsen & Toubro	3.80%	3600529	1341.13	Equity	Infrastructure Developers & Operators
Axis Bank	3.54%	11000080	1249.94	Equity	Banks
Bajaj Finance	2.98%	1599612	1051.89	Equity	Finance
TCS	2.78%	2300000	982.30	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Nippon India Large Cap Fund - Direct (G)	35313.48	-1.08%	-5.69%	0.78%	19.28%	21.68%
WhiteOak Capital Large Cap Fund - Direct (G)	661.36	-1.07%	-4.57%	4.02%	23.00%	-
WhiteOak Capital Large Cap Fund - Direct (IDCW)	661.36	-1.07%	-4.57%	4.02%	23.00%	-
Invesco India Largecap Fund - Direct(G)	1316.64	-0.94%	-5.16%	2.72%	21.83%	16.26%
Invesco India Largecap Fund - Direct(IDCW)	1316.64	-0.95%	-5.15%	2.71%	21.76%	16.26%
DSP Top 100 Equity Fund - Direct (IDCW)	4529.98	-1.57%	-6.11%	3.74%	21.44%	16.93%

News

Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 13 December 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 14 November 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Nippon India Mutual Fund announces change in Exit Load Structure

Nippon India Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 15 October 2024

Change in Exit Load:

Name of the Scheme	Existing Load Structure	Revised Load Structure
Nippon India Index Fund ' Nifty 50 Plan	0.25% if redeemed or switched out on or before completion of 7 days from the date of allotment of units. Nil if redeemed or switched out after completion of 7 days from the date of allotment of units.	Nil
Nippon India Index Fund - BSE Sensex Plan	0.25% of the applicable NAV if redeemed or switched out on or before completion of 7 days from the date of allotment of units. There shall be no exit load after completion of 7 days from the date of allotment of units.	Nil

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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹35313.48

Nippon India Large Cap Fund - Direct (G) is an Large Cap Fund-oriented fund from the renowned AMC, Nippon India Mutual Fund. Launched in 1 January 2013, this fund is managed by Sailesh Raj Bhan. With assets under management (AUM) worth ₹35,313.48 (Cr), as of 1 January 2025, Nippon India Large Cap Fund - Direct (G) is categorized as a Large Cap Fund within its segment. The fund has generated a return of 16.90% since its launch.
The current NAV of Nippon India Large Cap Fund - Direct (G) is ₹96.11, as on 1 January 2025. The fund's benchmark index is BSE 100 TRI. You can invest in Nippon India Large Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If redeemed or switched out on or before completion of 7 Days from the date of allotment of units. Nil - If redeemed or switched out after completion of 7 Days from the date of allotment of units. The fund has generated 21.68% and 20.20% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.77% in Equity, 1.47% in Debt and -0.23% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 26.04% in Banks, 9.32% in IT-Software, 6.63% in Diversified FMCG, 5.94% in Power, 5.70% in Petroleum Products

FAQs

How to Invest in Nippon India Large Cap Fund - Direct (G) Direct Growth?

Nippon India Large Cap Fund - Direct (G) is a popular fund in the Large Cap Fund segment. The fund has generated a return of 16.90% since inception. Looking to invest in Nippon India Large Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Nippon India Large Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Nippon India Large Cap Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Nippon India Large Cap Fund - Direct (G) today and reap the benefits of this Large Cap Fund fund!

How much returns has Nippon India Large Cap Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Nippon India Large Cap Fund - Direct (G) has generated annualised return of 19.28%. In the long-term, the fund has generated 21.68% and 20.20% in 3 and 5 years respectively. Since its inception, the fund has generated 16.90% returns.

What is the expense ratio of Nippon India Large Cap Fund - Direct (G) Direct Growth?

The expense ratio of Nippon India Large Cap Fund - Direct (G) Direct Growth is 0.66%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Nippon India Large Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Nippon India Large Cap Fund - Direct (G) is ₹35,313.48 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Nippon India Large Cap Fund - Direct (G) Direct Growth?

Redeeming or selling units of Nippon India Large Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Nippon India Large Cap Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Nippon India Large Cap Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).