{"id":243825,"date":"2026-09-11T12:50:14","date_gmt":"2026-09-11T07:20:14","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/"},"modified":"2026-09-11T12:50:14","modified_gmt":"2026-09-11T07:20:14","slug":"nippon-india-large-cap-fund-b-direct-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/","title":{"rendered":"Nippon India Large Cap Fund(B)-Direct Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/nippon-india-large-cap-fund-b-direct-plan\">Nippon India Large Cap Fund(B)-Direct Plan<\/a> has a NAV of \u20b998.6004 as of 10 Sep 2026 and an AUM of \u20b954,133 Cr. Its 1-year, 3-year and 5-year returns are -3.23%, 10.49% and 13.26% respectively, and it sits in the High Risk category.<\/p>\n<p>Our view is that the fund has rewarded patient investors over longer periods, but the recent 1-year outcome has been softer than its 3-year and 5-year track record. The portfolio is anchored in large, established names across banks, IT, infrastructure and financials, which supports a core-large-cap profile, but near-term swings remain part of the journey.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Should_you_BUY_or_HOLD_Nippon_India_Large_Cap_FundB-Direct_Plan\" title=\"Should you BUY or HOLD Nippon India Large Cap Fund(B)-Direct Plan?\">Should you BUY or HOLD Nippon India Large Cap Fund(B)-Direct Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#What_is_the_current_NAV_of_Nippon_India_Large_Cap_FundB-Direct_Plan\" title=\"What is the current NAV of Nippon India Large Cap Fund(B)-Direct Plan?\">What is the current NAV of Nippon India Large Cap Fund(B)-Direct Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#What_are_the_1-year_3-year_and_5-year_returns\" title=\"What are the 1-year, 3-year and 5-year returns?\">What are the 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#How_does_it_compare_with_the_NIFTY_50_benchmark\" title=\"How does it compare with the NIFTY 50 benchmark?\">How does it compare with the NIFTY 50 benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#How_does_it_compare_with_the_peer_funds_shown_here\" title=\"How does it compare with the peer funds shown here?\">How does it compare with the peer funds shown here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/nippon-india-large-cap-fund-b-direct-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b998.6004 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b954,133 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.67%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 7D, Nil after 7D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Sailesh Raj Bhan, Bhavik Dave<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Sailesh Raj Bhan and Bhavik Dave.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.02%<\/td>\n<td>-4.06%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.53%<\/td>\n<td>1.37%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-3.23%<\/td>\n<td>-7.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>10.49%<\/td>\n<td>6.07%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>13.26%<\/td>\n<td>5.91%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern is mixed. Over 1 month, the fund fell slightly less than the benchmark, while the 3-month figure shows a cleaner recovery with the fund ahead of the index. That suggests the recent stretch has been uneven, but not structurally weak compared with the benchmark.<\/p>\n<p>The longer view is stronger. The 3-year and 5-year returns both stay above the benchmark, which tells us the fund has compounded better than NIFTY 50 across a fuller cycle. That is important because large-cap funds are often judged not just on one difficult year, but on whether they keep pace when markets change pace.<\/p>\n<p>The 1-year number remains the main soft spot. It is still better than the benchmark\u2019s 1-year figure, but the negative return means the fund has not had a smooth run lately. We read this as a fund with a respectable long-term record, but one that can still experience broad market-linked drawdowns.<\/p>\n<p>Recent movement and longer-term compounding do not contradict each other here. The fund has shown a better medium-term and long-term profile than the benchmark, yet the latest year shows that returns can cool even when the broader track record remains ahead.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Nippon_India_Large_Cap_FundB-Direct_Plan\"><\/span>Should you BUY or HOLD Nippon India Large Cap Fund(B)-Direct Plan?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Nippon India Large Cap Fund(B)-Direct Plan? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/nippon-india-large-cap-fund-b-direct-plan\">Nippon India Large Cap Fund(B)-Direct Plan<\/a><\/td>\n<td>-3.23%<\/td>\n<td>10.49%<\/td>\n<td>13.26%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.94%<\/td>\n<td>12.98%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/taurus-large-cap-fund-g-direct-plan\">Taurus Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.59%<\/td>\n<td>12.63%<\/td>\n<td>10.28%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-cap-fund-g-direct-plan\">Bank of India Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.12%<\/td>\n<td>12.78%<\/td>\n<td>9.84%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-largecap-fund-g-direct-plan\">Invesco India Largecap Fund Direct Growth Plan<\/a><\/td>\n<td>3.59%<\/td>\n<td>13.79%<\/td>\n<td>11.8%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-large-cap-fund-g-direct-plan\">ITI Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.13%<\/td>\n<td>11.23%<\/td>\n<td>9.73%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return trails the stronger peer figures shown here, so recent momentum looks less competitive than several comparable funds. The picture improves over longer periods: its 3-year return is still healthy, and its 5-year return is stronger than the peer figures available for most of the comparison set. That creates a split story, where short-term traction is weaker but the longer-term record remains solid.<\/p>\n<p>In other words, the fund does not stand out on recent 1-year performance, yet its 3-year and 5-year numbers show that it has kept compounding well over time. For investors who care more about cycle-through-cycle participation than a single year\u2019s return, that difference matters more than the weaker recent stretch.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>HDFC Bank Limited<\/td>\n<td>Bank<\/td>\n<td>8.65%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>6.71%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Limited<\/td>\n<td>Bank<\/td>\n<td>5.29%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Limited<\/td>\n<td>Crude Oil<\/td>\n<td>4.11%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Limited<\/td>\n<td>Infrastructure<\/td>\n<td>3.7%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Limited<\/td>\n<td>IT<\/td>\n<td>3.63%<\/td>\n<\/tr>\n<tr>\n<td>Tata Consultancy Services Limited<\/td>\n<td>IT<\/td>\n<td>3.55%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Limited<\/td>\n<td>Finance<\/td>\n<td>3.23%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>2.95%<\/td>\n<\/tr>\n<tr>\n<td>Mahindra &amp; Mahindra Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.92%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 44.74% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/nippon-india-large-cap-fund-b-direct-plan\">Nippon India Large Cap Fund(B)-Direct Plan<\/a> page<\/p>\n<p>The largest holding is HDFC Bank Limited at 8.65%, which is meaningful but not extreme for a large-cap equity fund. The next few positions also carry sizeable weights, so the top end of the portfolio has a visible influence on returns. That means stock selection in the largest names may matter more than a broad, evenly spread exposure.<\/p>\n<p>The decline from the first holding to the tenth is fairly measured, moving from 8.65% to 2.92%. That tells us the portfolio is not built around one oversized position alone; instead, several large names share the weight. Still, the top holdings are clearly important, and changes in a handful of stocks may have a greater effect than smaller positions.<\/p>\n<p>Because the top 10 holdings make up about 44.74% of the portfolio across 57 disclosed holdings, the fund looks moderately concentrated at the top and more diversified beneath it. That mix may help balance conviction in core holdings with some spread across the tail, but it also means the leading positions could remain a key driver of outcomes.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can tolerate High Risk and are comfortable with equity-style ups and downs. The negative 1-year return shows that even a large-cap fund can go through a weak phase, while the stronger 3-year and 5-year numbers suggest the payoff may be better over a longer holding period.<\/p>\n<p>Our view is that the fund fits better as a multi-year holding than as a short-term parking place. Investors who want benchmark-aware large-cap exposure and can accept some volatility may find the return pattern and portfolio structure more relevant than the latest one-year softness. The key trade-off is accepting near-term fluctuations in exchange for the possibility of steadier long-run compounding.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 1% if units are sold on or before 7 days; nil after 7 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Nippon_India_Large_Cap_FundB-Direct_Plan\"><\/span>What is the current NAV of Nippon India Large Cap Fund(B)-Direct Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b998.6004 as of 10 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_1-year_3-year_and_5-year_returns\"><\/span>What are the 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -3.23%, the 3-year return is 10.49% and the 5-year return is 13.26%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_NIFTY_50_benchmark\"><\/span>How does it compare with the NIFTY 50 benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It is ahead of the benchmark over 3 years and 5 years, while the 1-year figure is still negative for both. The 3-month return is also better than the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_shown_here\"><\/span>How does it compare with the peer funds shown here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its recent 1-year return is weaker than several peer figures shown here, but its 5-year return is stronger than the peer 5-year figures available for most of the comparison set. That makes the shorter and longer horizons tell different stories.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>No minimum SIP amount is listed here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Sailesh Raj Bhan and Bhavik Dave. The exit load is 1% if units are sold on or before 7 days, and nil after 7 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Nippon India Large Cap Fund(B)-Direct Plan has a mixed near-term record but a stronger medium- and long-term return profile. Its 1-year outcome has been weaker, yet its 3-year and 5-year results remain ahead of the benchmark and compare well on the longer horizon against the peer set shown here. The portfolio is led by large bank and IT positions, so the fund\u2019s behaviour is likely to stay linked to core large-cap market moves. It looks best suited to investors who can stay invested through volatility and value longer-run compounding over short-term consistency.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 12:49 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Nippon India Large Cap Fund(B)-Direct Plan\",\"identifier\":\"nippon-india-large-cap-fund-b-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":98.6004,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"54133 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.67\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-3.23},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":10.49},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":13.26},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Sailesh Raj Bhan, Bhavik Dave\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Nippon India Large Cap Fund(B)-Direct Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b998.6004 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -3.23%, the 3-year return is 10.49% and the 5-year return is 13.26%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the NIFTY 50 benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is ahead of the benchmark over 3 years and 5 years, while the 1-year figure is still negative for both. The 3-month return is also better than the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds shown here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its recent 1-year return is weaker than several peer figures shown here, but its 5-year return is stronger than the peer 5-year figures available for most of the comparison set. That makes the shorter and longer horizons tell different stories.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No minimum SIP amount is listed here.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Sailesh Raj Bhan and Bhavik Dave. The exit load is 1% if units are sold on or before 7 days, and nil after 7 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nippon India Large Cap Fund(B)-Direct Plan has a NAV of \u20b998.6004 as of 10 Sep 2026, with 1Y, 3Y and 5Y returns of -3.23%, 10.49% and 13.26%.<\/p>\n","protected":false},"author":38,"featured_media":243823,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-243825","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["243823"],"rank_math_title":["Nippon India Large Cap Fund Review 2026 | NAV &amp; Returns"],"rank_math_description":["Nippon India Large Cap Fund review 2026: NAV \u20b998.6004, 1Y -3.23%, 3Y 10.49%, 5Y 13.26%."],"rank_math_focus_keyword":["Nippon India Large Cap Fund(B)-Direct Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Nippon_India_Large_Cap_FundB_Direct_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/243825","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=243825"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/243825\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/243823"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=243825"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=243825"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=243825"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}