Nippon India Large Cap Fund

Review Date: 25-03-2025

Beginning of Analysis

Nippon India Large Cap Fund is the second ranked fund in the Large Cap Fund category. The category has total 27 funds. The Nippon India Large Cap Fund has shown an excellent past performence in Large Cap Fund category. The fund has a Jensen Alpha of 7.75% which is higher than the category average of 1.35%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.79 which is higher than the category average of 0.35.
The past performance of the Nippon India Large Cap Fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Large Cap Mutual Funds are ideal for conservative equity investors seeking stable returns with lower risk. These funds invest primarily in the top 100 companies by market capitalization, offering a balanced portfolio of well-established and financially stable companies. While they provide lower growth potential compared to mid-cap and small-cap funds, they also carry lower risk and volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to select and manage large-cap stocks effectively.

Nippon India Large Cap Fund Return Analysis

The fund has given a return of 5.36%, -2.78 and -8.35 in last one, three and six months respectively. In the same period the category average return was 4.84%, -3.02% and -9.91% respectively. The fund has given a return of 10.21% in last one year, 20.22% in last three years, 31.43% in last five years and 14.29% in last ten years. In the same period the category average return was 9.27%, 14.76%, 25.91% and 12.5% respectively. The fund has Very Good performance in last ten years in Large Cap Fund.

The fund has given a SIP return of 0.24% in last one year. In the same period the category average SIP return was -0.97%. The fund has SIP return of 19.75% in last three years whereas category average SIP return is 15.45%. The category average SIP return is 16.97% and the fund has given a SIP return of 22.66% in last five years.

The benchmark Nifty 100 Total Return Index has given a return of 7.95%, 12.86% and 26.41% in last one, three and five years respectively.

Nippon India Large Cap Fund Risk Analysis

The fund has a standard deviation of 13.42 and semi deviation of 9.34. The category average standard deviation is 13.47 and semi deviation is 9.49. The fund has a Value at Risk (VaR) of -14.86 and a maximum drawdown of -14.63. The category average VaR is -17.41 and the maximum drawdown is -15.9. The fund has a beta of 0.94 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.