With a 10-year annual return of 13.7% and a strong SIP return of 16.8%, it proves its resilience and potential.
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In the present volatile environment where markets are still digesting the new tariff regime of the US, it may be safe for investors to stick to proven large-cap funds.

Even otherwise, that is the market segment that has reasonable valuation comfort.

In this regard, investors can consider taking exposure to the Nippon India Large Cap Fund. The scheme has been a consistent outperformer in the category.

The fund has outperformed the S&P BSE 100 TRI on a point-to-point basis over one-, three-, five-, and 10-year periods.

It has delivered a compounded annual return of 13.7 per cent over the past 10 years, placing it among the best in the category.

SIP returns (XIRR) over the past 10 years have also been at 16.8 per cent, higher than the BSE 100’s 14.3 per cent.

rolling returns

On a five-year rolling returns basis, from January 2013 to April 2025, Nippon India Large Cap has given an average return of 14.9 per cent, while its benchmark has delivered 13.6 per cent.

Taking the 5-year rolling data over the January 2013-April 2025 period, the fund has outperformed its benchmark 60 per cent of the time. It has managed to deliver more than 12 per cent returns over 74 per cent of the time.

The fund’s upside capture ratio is 111.3, indicating that it rises much more than the benchmark S&P BSE 100 TRI during rallies. Its downside capture ratio is 80.4, suggesting that the fund’s NAV falls much less than the benchmark during corrections.

Published on April 5, 2025

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