Nippon India Large Cap Fund - Growth

• Alpha -3.29%
• Beta 1.09
• Sharpe Ratio1.07
• Std Deviation 11.31%
• 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.

The Nippon India Large Cap Fund - Growth has an AUM of 50875.69 crores & has delivered CAGR of 17.66% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.49%. 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 Medium & Exceptional respectively.

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

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Oil & Gas Operations.

Some of the similar funds are ICICI Prudential Large Cap Fund Growth, Nippon India Large Cap Fund - Growth, HDFC Large Cap Fund Growth, SBI Large Cap Fund Regular Growth, Mirae Asset Large Cap Fund Regular Growth. Nippon India Large Cap Fund - Growth has a sharpe ratio of 1.07 & a standard deviation of 11.31%.