Should I invest in Nippon India Focused Fund Growth Plan?

We don't give personal investment advice. Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.6%. 5-year CAGR: 12.36%.

Nippon India

Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option

Latest NAV

₹131.4877

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.34%	+0.16%	+0.18	9 / 28	Q2
1W	-1.12%	-1.70%	+0.58	6 / 28	Q1
2W	+0.67%	+0.08%	+0.59	5 / 28	Q1
1M	-0.50%	-0.57%	+0.07	12 / 28	Q2
3M	-0.16%	-0.01%	-0.15	12 / 28	Q2
6M	-4.41%	-4.00%	-0.41	14 / 28	Q2
YTD	-4.53%	-4.28%	-0.25	11 / 28	Q2
1Y	+0.12%	+1.05%	-0.93	15 / 28	Q3
2Y	+4.76%	+4.18%	+0.58	11 / 28	Q2
3Y	+13.33%	+14.42%	-1.09	17 / 27	Q3
4Y	+13.17%	+14.60%	-1.43	18 / 24	Q3
5Y	+12.36%	+13.14%	-0.79	15 / 21	Q3
7Y	+14.38%	+14.32%	+0.06	7 / 15	Q2
10Y	+14.30%	+14.36%	-0.06	7 / 13	Q3
Inception	+16.26%	+14.67%	+1.59	8 / 28	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.53%	-4.28%	-0.25	11 / 28
2025	+9.46%	+5.55%	+3.91	6 / 28
2024	+10.41%	+20.88%	-10.47	27 / 27
2023	+27.70%	+27.60%	+0.10	15 / 25
2022	+8.44%	+2.34%	+6.09	5 / 23
2021	+36.46%	+33.53%	+2.92	10 / 20
2020	+16.85%	+17.14%	-0.28	8 / 17
2019	+7.26%	+12.27%	-5.02	10 / 13
2018	-11.83%	-5.39%	-6.44	12 / 13
2017	+42.69%	+37.82%	+4.87	4 / 13
2016	+3.09%	+5.87%	-2.78	10 / 13

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.84%

152 windows

min -34.9% · max 108.9%

86% positive

3-Year rolling

+17.32%

127 windows

min -8.9% · max 40.0%

95% positive

5-Year rolling

+16.53%

103 windows

min -1.0% · max 28.1%

99% positive

7-Year rolling

+15.56%

79 windows

min 11.9% · max 22.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.52%

3-year · annualised

Sharpe ratio

0.52

vs risk-free 6.5%

Sortino ratio

0.84

Downside-only deviation

Max drawdown

-17.58%

Sep 2024 → Mar 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹250.6800	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹28.4200	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹158.3303	3 Jun 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹54.9491	3 Jun 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹110.9849	3 Jun 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹25.4610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹131.4877
2 Jun 2026	₹131.7680
1 Jun 2026	₹131.3228
29 May 2026	₹132.3171
27 May 2026	₹133.6985
26 May 2026	₹133.2652
25 May 2026	₹133.9346
22 May 2026	₹132.6063
21 May 2026	₹132.0833
20 May 2026	₹131.4012

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option is ₹131.4877. It's a Focused Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option is managed by Nippon India. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option has delivered a absolute return of 0.12% — -0.93 pp behind the Focused Fund category average of 1.05%. The fund ranks #15 of 28 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 13.33% — -1.09 pp behind the Focused Fund category average of 14.42%. The fund ranks #17 of 27 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 12.36% — -0.79 pp behind the Focused Fund category average of 13.14%. The fund ranks #15 of 21 in its category — the third (Q3) quartile.

₹1 lakh invested in Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option exactly 10 years ago would be worth approximately ₹380,688 today — a multiplier of 3.81×, based on the 10-year CAGR of 14.30%. The category average over the same window would have grown ₹1 lakh to ₹382,563.

A ₹10,000 monthly SIP in Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹778,406 today. That's an XIRR (money-weighted annualised return) of 10.34%.

A ₹10,000 monthly SIP for 10 years in Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,482,436 (multiplier 2.07×). XIRR: 13.91%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option ranks #15 out of 21 funds in the Focused Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.14%; this fund delivered 12.36%.

The worst peak-to-trough decline Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option has experienced over the last 5-year window is 17.58% — its NAV fell from a high on 26 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option averaged 16.53% (best 28.10%, worst -0.98%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option returned 9.46% — beating the Focused Fund category average of 5.55% by 3.91 pp. It ranked #6 of 28 in its category that year.

Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.6%. 5-year CAGR: 12.36%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.