Nippon India Large Cap Fund - Growth

• Alpha -3.29%
• Beta 1.09
• Sharpe Ratio1.23
• Std Deviation 12.33%
• Tracking Error 7.01%

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. The secondary objective is to generate consistent returns by investing in debt, money market securities, REITs and InvITs. However, there can be no assurance that the investment objective of the Scheme will be realized.

The Nippon India Large Cap Fund - Growth has an AUM of 34432.09 crores & has delivered CAGR of 21.49% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.58%. The minimum investment in Nippon India Large Cap Fund - Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & ITC.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electric Utilities & Oil & Gas Operations.

Some of the similar funds are Nippon India Large Cap Fund - Growth, HDFC Top 100 Fund Growth, Aditya Birla Sun Life Frontline Equity Fund (Trigger Facility) - Growth, Aditya Birla Sun Life Frontline Equity Fund Growth, Axis Bluechip Fund Growth. Nippon India Large Cap Fund - Growth has a sharpe ratio of 1.23 & a standard deviation of 12.33%.