Nippon India Mutual Fund
Nippon India Large Cap Fund Growth Plan - Bonus Option6.3Q1★5★
- NAV
- ₹96.68
- Expense
- 0.69%
- AUM
- N/A
- 1Y
- +3.9%
- 3Y
- +18.1%
- 5Y
- +18.7%
#1 of 11
Min SIP: ₹100Ideal: 5+ years
Franklin Templeton Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.94% | +2.53% | -4.04% | -5.61% | +1.26% | +13.84% | +12.03% | +11.67% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-5.38%
₹1.17 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+1.26%
Rank #6 of 11
Category average (1Y)
+1.46%
Quartile Q3
Beats 45% of large cap funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Poor risk-adjusted returns
Sharpe ratio of -0.41 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.13 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 1.3% · Risk (std dev) 12.9%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.41 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Nippon India Mutual Fund
Nippon India Large Cap Fund Growth Plan - Bonus OptionNippon India Mutual Fund
Nippon India Large Cap Fund Growth Plan Option💡 Ratings are not guarantees. Past performance does not predict future results.
Expense ratio: 1.14%
That is ₹1,140 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Top-100 companies by market cap — less volatile than mid/small but still equity risk.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
If the broader market falls 20%, this fund is expected to fall about 18.7%.
Based on 1Y max drawdown of -14.0% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.94× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹3.99 L. Index fund would still beat it by ₹12.82 L thanks to its lower expense ratio.
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