Should I invest in Nippon India Large Cap Fund Growth Plan - Bonus Option?

We don't give personal investment advice. Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus 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: 15.4%. 5-year CAGR: 15.58%.

Nippon India

Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option

Latest NAV

₹97.2167

As of

3 Jun 2026

3,299 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	+0.29%	+0.19%	+0.10	15 / 36	Q2
1W	-1.97%	-1.77%	-0.20	25 / 36	Q3
2W	-0.66%	-0.24%	-0.42	27 / 36	Q3
1M	-2.61%	-1.86%	-0.75	30 / 36	Q4
3M	-4.30%	-3.48%	-0.81	20 / 35	Q3
6M	-7.37%	-7.02%	-0.36	17 / 34	Q2
YTD	-7.52%	-7.39%	-0.13	14 / 34	Q2
1Y	-1.81%	-1.80%	-0.01	14 / 34	Q2
2Y	+2.70%	+2.13%	+0.57	10 / 32	Q2
3Y	+14.54%	+12.27%	+2.27	5 / 31	Q1
4Y	+16.61%	+12.68%	+3.93	1 / 29	Q1
5Y	+15.58%	+11.07%	+4.50	1 / 28	Q1
7Y	+14.16%	+12.37%	+1.78	2 / 25	Q1
10Y	+15.25%	+12.80%	+2.45	1 / 23	Q1
Inception	+15.12%	+11.08%	+4.03	2 / 36	Q1

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	-7.52%	-7.39%	-0.13	14 / 34
2025	+9.60%	+8.01%	+1.59	8 / 33
2024	+19.04%	+16.46%	+2.58	8 / 31
2023	+32.80%	+25.03%	+7.77	1 / 31
2022	+12.30%	+3.34%	+8.96	1 / 28
2021	+32.70%	+27.19%	+5.50	4 / 27
2020	+5.83%	+14.50%	-8.67	24 / 25
2019	+7.52%	+11.93%	-4.41	21 / 24
2018	+1.37%	+0.35%	+1.01	8 / 24
2017	+39.12%	+31.41%	+7.71	1 / 23
2016	+2.95%	+4.58%	-1.63	16 / 22

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

+19.20%

152 windows

min -35.0% · max 77.1%

88% positive

3-Year rolling

+16.52%

127 windows

min -5.6% · max 35.0%

95% positive

5-Year rolling

+15.93%

103 windows

min -0.6% · max 28.9%

99% positive

7-Year rolling

+14.84%

79 windows

min 8.8% · max 18.1%

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

12.53%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

0.99

Downside-only deviation

Max drawdown

-15.37%

Sep 2024 → Feb 2025

% positive months

77.8%

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 Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹82.0000	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹97.2167
2 Jun 2026	₹97.4783
1 Jun 2026	₹97.1944
29 May 2026	₹98.4656
27 May 2026	₹99.8092
26 May 2026	₹99.4356
25 May 2026	₹99.8047
22 May 2026	₹98.7497
21 May 2026	₹98.3781
20 May 2026	₹98.3933

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 Large Cap Fund - Direct Plan Growth Plan - Bonus Option is ₹97.2167. It's a Large Cap Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option has NAV history starting from 03 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 Large Cap Fund - Direct Plan Growth Plan - Bonus Option is managed by Nippon India. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a absolute return of -1.81% — -0.01 pp behind the Large Cap Fund category average of -1.80%. The fund ranks #14 of 34 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 14.54% — +2.27 pp ahead of the Large Cap Fund category average of 12.27%. The fund ranks #5 of 31 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 15.58% — +4.5 pp ahead of the Large Cap Fund category average of 11.07%. The fund ranks #1 of 28 in its category — the top (Q1) quartile.

₹1 lakh invested in Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹413,473 today — a multiplier of 4.13×, based on the 10-year CAGR of 15.25%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹817,866 today. That's an XIRR (money-weighted annualised return) of 12.33%.

A ₹10,000 monthly SIP for 10 years in Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,622,689 (multiplier 2.19×). XIRR: 14.94%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option ranks #1 out of 28 funds in the Large Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.07%; this fund delivered 15.58%.

The worst peak-to-trough decline Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option has experienced over the last 5-year window is 15.37% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 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 Large Cap Fund - Direct Plan Growth Plan - Bonus Option averaged 15.93% (best 28.89%, worst -0.60%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.67 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option returned 9.60% — beating the Large Cap Fund category average of 8.01% by 1.59 pp. It ranked #8 of 33 in its category that year.

Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus 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 Large Cap Fund - Direct Plan Growth Plan - Bonus 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: 15.4%. 5-year CAGR: 15.58%.

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