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: 12.79%.

Nippon India

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

Latest NAV

₹136.4284

As of

17 Jul 2026

3,331 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	+0.50%	+0.35%	+0.15	11 / 28	Q2
1W	+0.01%	-0.02%	+0.03	14 / 28	Q2
2W	-0.06%	+0.36%	-0.41	22 / 28	Q4
1M	+0.33%	+2.21%	-1.88	27 / 28	Q4
3M	+2.55%	+4.56%	-2.00	20 / 28	Q3
6M	+0.10%	+2.44%	-2.34	18 / 28	Q3
YTD	-1.15%	+0.86%	-2.02	18 / 28	Q3
1Y	+1.05%	+3.20%	-2.15	19 / 28	Q3
2Y	+1.85%	+3.30%	-1.45	17 / 28	Q3
3Y	+12.36%	+14.17%	-1.81	20 / 27	Q3
4Y	+13.87%	+15.94%	-2.07	21 / 25	Q4
5Y	+12.79%	+13.51%	-0.72	15 / 22	Q3
7Y	+16.01%	+16.09%	-0.08	8 / 16	Q2
10Y	+13.94%	+14.39%	-0.45	7 / 13	Q3
Inception	+16.40%	+15.24%	+1.16	9 / 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	-1.15%	+0.86%	-2.02	18 / 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

+21.82%

153 windows

min -27.9% · max 104.8%

88% positive

3-Year rolling

+17.64%

129 windows

min -6.3% · max 40.6%

95% positive

5-Year rolling

+16.70%

105 windows

min 1.5% · max 30.0%

100% positive

7-Year rolling

+15.64%

80 windows

min 12.1% · max 22.3%

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

13.59%

3-year · annualised

Sharpe ratio

0.45

vs risk-free 6.5%

Sortino ratio

0.77

Downside-only deviation

Max drawdown

-17.58%

Sep 2024 → Mar 2025

% positive months

61.1%

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	₹268.1380	17 Jul 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹445.5621	17 Jul 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹111.2700	17 Jul 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹31.4500	17 Jul 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹105.5040	17 Jul 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹105.7537	17 Jul 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹167.1112	17 Jul 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹58.5328	17 Jul 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹116.4027	17 Jul 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹27.0750	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹136.4284
16 Jul 2026	₹135.7488
15 Jul 2026	₹136.1180
14 Jul 2026	₹135.5095
13 Jul 2026	₹136.3800
10 Jul 2026	₹136.4192
9 Jul 2026	₹134.9522
8 Jul 2026	₹134.0563
7 Jul 2026	₹136.1436
6 Jul 2026	₹137.0314

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 17 Jul 2026, the NAV of Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option is ₹136.4284. 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 6 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 1.05% — -2.15 pp behind the Focused Fund category average of 3.20%. The fund ranks #19 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 12.36% — -1.81 pp behind the Focused Fund category average of 14.17%. The fund ranks #20 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 12.79% — -0.72 pp behind the Focused Fund category average of 13.51%. The fund ranks #15 of 22 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 ₹368,782 today — a multiplier of 3.69×, based on the 10-year CAGR of 13.94%. The category average over the same window would have grown ₹1 lakh to ₹383,451.

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 ₹792,484 today. That's an XIRR (money-weighted annualised return) of 11.07%.

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 ₹2,531,847 (multiplier 2.11×). XIRR: 14.28%. 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 22 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 13.51%; this fund delivered 12.79%.

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 16.70% (best 30.02%, worst 1.46%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — 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: 12.79%.

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