Nippon India Large Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option

Nippon India Large Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sailesh Raj Bhan, Bhavik Dave, Kinjal Desai. The fund could potentially beat inflation in the long-run.

1. Nippon India Large Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has ₹45012 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Nippon India Large Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has given a CAGR return of 16.36% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.55%, 19.67% and 25.35% respectively.

Nippon India Large Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Consumer Defensive, Industrial, Tech, Energy, Utilities, Basic Materials, Health, Communication. Its top holdings are HDFC Bank Ltd, Reliance Industries Ltd, ICICI Bank Ltd, Axis Bank Ltd, State Bank of India

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies. The secondary objective is to generate consistent returns by investing in debt, money market securities, REITs and InvITs.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Nippon India Large Cap Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has no lock in period.