Archive · 11 Dec 2025
Nippon India Large Cap Fund Tops 5-Year Returns
The Nippon India Large Cap Fund has done really well over the past five years.
It has given investors an average return of 21.88% each year, which is much higher than its benchmark, the BSE 100 TRI, which gave 16.41%.
This means the fund has beaten its benchmark by about 5.47% every year.
If someone had invested ₹1 lakh five years ago, it would now be worth around ₹2.87 lakh.
People who invested ₹10,000 every month for five years would have about ₹9.56 lakh now.
The fund invests mostly in big companies like HDFC Bank, Reliance Industries, and ICICI Bank.
It has a lot of money, nearly ₹50,000 crore, which shows many people trust it.
The fund is rated very high risk, so investors should be careful and think about their risk tolerance before putting money in.
Nippon India Large Cap Fund has delivered a 5-year annualized return (CAGR) of 21.88%, outperforming its benchmark (BSE 100 TRI) by 5.47% annually.
The fund has an asset base of nearly ₹50,000 crore, reflecting strong investor confidence and holds a 5-star rating from both Crisil and Value Research.
A lump-sum investment of ₹1 lakh five years ago would have grown to approximately ₹2.87 lakh, while a ₹10,000 monthly SIP over the same period would have resulted in ₹9.56 lakh.
The fund's top holdings include HDFC Bank (8.36%), Reliance Industries (6.25%), and ICICI Bank (4.54%), with a focus on banking, IT, and consumer sectors.
Despite its strong performance, the fund is rated as 'very high risk,' and investors are advised to assess their risk tolerance before investing.
- Who
- Nippon India Large Cap Fund
- What
- Top-performing large-cap mutual fund in India based on 5-year returns
- When
- Data as of December 8, 2025
- Where
- India
- Why
- Strong stock picks and portfolio management have led to exceptional returns
- 5-year CAGR (direct plan)
- 21.88%
- 5-year CAGR of benchmark (BSE 100 TRI)
- 16.41%
- Outperformance over benchmark
- 5.47% annually
- Lump-sum investment growth (₹1 lakh over 5 years)
- ₹2,87,280
- SIP investment growth (₹10,000 monthly over 5 years)
- ₹9,55,617
- Top 3 stock holdings
- HDFC Bank (8.36%), Reliance Industries (6.25%), ICICI Bank (4.54%)
- Asset Under Management (AUM)
- ₹49,660 crore (as of December 8, 2025)
- Expense ratio (Direct plan)
- 0.67%
- Expense ratio (Regular plan)
- 1.49%
- Risk level
- Very high
