Nippon India Large Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Nippon India Large Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Cap
AUM
₹54,134 Cr
Expense Ratio
0.87%
Fund Manager
Sailesh Raj Bhan, Bhavik Dave
Nippon India Large Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 9.8% CAGR | 5 Years @ 12.1% CAGR | 10 Years @ 13.8% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹42,015 Invested: ₹36,000 | ₹82,600 Invested: ₹60,000 | ₹2,58,920 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,05,038 Invested: ₹90,000 | ₹2,06,501 Invested: ₹1,50,000 | ₹6,47,299 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,10,077 Invested: ₹1,80,000 | ₹4,13,002 Invested: ₹3,00,000 | ₹12,94,598 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,20,154 Invested: ₹3,60,000 | ₹8,26,003 Invested: ₹6,00,000 | ₹25,89,197 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹10,50,385 Invested: ₹9,00,000 | ₹20,65,009 Invested: ₹15,00,000 | ₹64,72,992 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (9.83%), 5-year (12.05%), and 10-year (13.8%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Nippon India Large Cap Fund
A flagship large cap fund from Nippon India investing in blue-chip Indian companies, managed by Sailesh Raj Bhan since 2007 with a quality-at-reasonable-price approach.
Investment Strategy
Large blend strategy focused on market leaders with strong balance sheets, pricing power, and durable moats. Over 25% of the portfolio sits in private and public sector banks, with meaningful exposure to energy and IT leaders.
Key Facts
- One of India's largest large cap funds at ₹54,000+ crore AUM
- Managed by Sailesh Raj Bhan, Nippon India's CIO – Equity, since 2007
- Benchmark: BSE 100 TRI
- Expense ratio: 0.88% (Direct)
Historical Returns
3-Year CAGR
9.83%
5-Year CAGR
12.05%
10-Year CAGR
13.8%
Benchmark
BSE 100 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Nippon India Large Cap's portfolio includes:
Top 5 Holdings
- HDFC Bank
- ICICI Bank
- Axis Bank
- Reliance Industries
- Larsen & Toubro
Sector Allocation
Financials heavy — HDFC Bank, ICICI Bank and Axis Bank together make up over 20% of the portfolio, followed by energy (Reliance), industrials (L&T) and financial services (Bajaj Finance).
Risk & Drawdowns
Moderate large cap volatility with annualized standard deviation ~16.6% — lower than mid and small cap peers but higher than index funds due to active sector tilts.
The fund fell roughly 38% during the March 2020 COVID crash and recovered to pre-crash levels by early 2021.
Tax Treatment
Equity fund — LTCG at 12.5% on gains above ₹1.25 lakh per year; STCG at 20%.
Who Should NOT Invest in Nippon India Large Cap?
Investors seeking aggressive small or mid cap growth, or those who want pure index exposure at lower cost.
About the Fund Manager
Sailesh Raj Bhan has managed this fund since 2007 and is President & CIO – Equity at Nippon India Mutual Fund, with over 27 years of market experience. Bhavik Dave joined as assistant fund manager in 2024.
Who Is This Fund Suitable For?
Ideal as a core equity holding for conservative-to-moderate investors seeking participation in India's top 100 companies with relatively lower volatility.
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Frequently Asked Questions About Nippon India Large Cap
What is the historical SIP return of Nippon India Large Cap?
Based on the latest data, Nippon India Large Cap has delivered an annualized return (CAGR) of 9.83% over 3 years, 12.05% over 5 years, and 13.8% over 10 years. The fund fell roughly 38% during the March 2020 COVID crash and recovered to pre-crash levels by early 2021.
How is Nippon India Large Cap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Nippon India Large Cap generate over 5 years?
At an estimated annual return rate of 12.05%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,13,002 in 5 years, yielding an estimated wealth gain of ₹1,13,002. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Nippon India Large Cap?
Nippon India Large Cap's top holdings include HDFC Bank, ICICI Bank, Axis Bank, and Reliance Industries. The fund's sector allocation is Financials heavy — HDFC Bank, ICICI Bank and Axis Bank together make up over 20% of the portfolio, followed by energy (Reliance), industrials (L&T) and financial services (Bajaj Finance)..
What is the risk profile of Nippon India Large Cap?
Moderate large cap volatility with annualized standard deviation ~16.6% — lower than mid and small cap peers but higher than index funds due to active sector tilts. This fund may not be suitable for investors seeking aggressive small or mid cap growth, or those who want pure index exposure at lower cost..
What are the tax implications of investing in Nippon India Large Cap?
Equity fund — LTCG at 12.5% on gains above ₹1.25 lakh per year; STCG at 20%.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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