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: 16.14%.

Nippon India

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

Latest NAV

₹101.8020

As of

17 Jul 2026

3,330 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.74%	+0.69%	+0.05	18 / 36	Q2
1W	+0.48%	+0.30%	+0.18	7 / 36	Q1
2W	+0.44%	+0.37%	+0.07	13 / 36	Q2
1M	+1.19%	+1.62%	-0.42	25 / 36	Q3
3M	+1.00%	+1.64%	-0.64	23 / 36	Q3
6M	-1.37%	-1.66%	+0.29	13 / 35	Q2
YTD	-3.41%	-3.05%	-0.37	15 / 34	Q2
1Y	+0.37%	+0.29%	+0.08	15 / 34	Q2
2Y	+2.20%	+1.50%	+0.70	8 / 33	Q1
3Y	+13.50%	+11.75%	+1.75	5 / 31	Q1
4Y	+17.64%	+14.04%	+3.60	1 / 30	Q1
5Y	+16.14%	+11.71%	+4.43	1 / 28	Q1
7Y	+15.84%	+13.88%	+1.96	2 / 25	Q1
10Y	+15.02%	+12.86%	+2.16	1 / 23	Q1
Inception	+15.34%	+11.69%	+3.65	3 / 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	-3.41%	-3.05%	-0.37	15 / 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

+19.24%

153 windows

min -31.8% · max 73.0%

87% positive

3-Year rolling

+16.85%

129 windows

min -4.8% · max 34.4%

96% positive

5-Year rolling

+16.09%

105 windows

min 1.1% · max 30.4%

100% positive

7-Year rolling

+14.96%

80 windows

min 8.7% · max 18.6%

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

12.10%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

1.00

Downside-only deviation

Max drawdown

-15.37%

Sep 2024 → Feb 2025

% positive months

66.7%

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	₹1,239.1080	17 Jul 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹101.8020	17 Jul 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹105.1850	17 Jul 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹120.5600	17 Jul 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹87.2600	17 Jul 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹90.9120	17 Jul 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹17.1312	17 Jul 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹578.0500	17 Jul 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹14.1993	17 Jul 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,134.2035	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹101.8020
16 Jul 2026	₹101.0586
15 Jul 2026	₹101.0231
14 Jul 2026	₹100.5326
13 Jul 2026	₹101.2495
10 Jul 2026	₹101.3203
9 Jul 2026	₹100.3086
8 Jul 2026	₹99.8100
7 Jul 2026	₹101.9321
6 Jul 2026	₹102.1267

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 Large Cap Fund - Direct Plan Growth Plan - Bonus Option is ₹101.8020. 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 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 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 0.37% — +0.08 pp ahead of the Large Cap Fund category average of 0.29%. The fund ranks #15 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 13.50% — +1.75 pp ahead of the Large Cap Fund category average of 11.75%. 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 16.14% — +4.43 pp ahead of the Large Cap Fund category average of 11.71%. 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 ₹405,366 today — a multiplier of 4.05×, based on the 10-year CAGR of 15.02%. The category average over the same window would have grown ₹1 lakh to ₹335,257.

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 ₹836,862 today. That's an XIRR (money-weighted annualised return) of 13.27%.

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 ₹2,692,896 (multiplier 2.24×). XIRR: 15.43%. 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 11.71%; this fund delivered 16.14%.

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 16.09% (best 30.44%, worst 1.10%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.68 — 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: 16.14%.

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