Should I invest in NIPPON INDIA LARGE CAP FUND?

We don't give personal investment advice. NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW 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: 20.1%. 5-year CAGR: 9.00%.

Nippon India

NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option

Latest NAV

₹38.6669

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%	+0.08%	+0.21	15 / 42	Q2
1W	-1.97%	-1.84%	-0.13	26 / 42	Q3
2W	-0.66%	-0.38%	-0.29	34 / 42	Q4
1M	-2.61%	-1.90%	-0.71	37 / 42	Q4
3M	-4.30%	-4.54%	+0.25	21 / 42	Q2
6M	-11.69%	-9.19%	-2.50	26 / 41	Q3
YTD	-11.82%	-9.42%	-2.40	28 / 41	Q3
1Y	-6.38%	-4.83%	-1.55	22 / 41	Q3
2Y	-2.21%	-1.82%	-0.40	26 / 40	Q3
3Y	+8.45%	+8.46%	-0.02	21 / 39	Q3
4Y	+10.25%	+8.78%	+1.47	17 / 36	Q2
5Y	+9.00%	+7.38%	+1.62	16 / 35	Q2
7Y	+8.93%	+8.68%	+0.26	17 / 31	Q3
10Y	+8.62%	+7.59%	+1.02	12 / 26	Q2
Inception	+8.14%	+7.86%	+0.28	26 / 42	Q3

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	-11.82%	-9.83%	-2.00	27 / 40
2025	+4.22%	+4.07%	+0.16	26 / 40
2024	+11.45%	+12.49%	-1.04	23 / 38
2023	+25.01%	+21.78%	+3.23	12 / 38
2022	+4.84%	+0.13%	+4.71	7 / 35
2021	+32.70%	+22.09%	+10.61	2 / 34
2020	+4.80%	+11.78%	-6.98	28 / 31
2019	+1.98%	+7.69%	-5.71	28 / 31
2018	-7.68%	-4.62%	-3.05	19 / 31
2017	+20.50%	+20.09%	+0.41	17 / 27
2016	+2.95%	-0.13%	+3.08	8 / 25

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

+11.96%

152 windows

min -37.8% · max 77.1%

72% positive

3-Year rolling

+9.34%

127 windows

min -12.4% · max 29.3%

89% positive

5-Year rolling

+8.95%

103 windows

min -8.1% · max 22.7%

90% positive

7-Year rolling

+8.03%

79 windows

min 0.7% · max 12.5%

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

14.70%

3-year · annualised

Sharpe ratio

0.19

vs risk-free 6.5%

Sortino ratio

0.26

Downside-only deviation

Max drawdown

-19.52%

Sep 2024 → Feb 2025

% positive months

75.0%

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 - IDCW Option - Direct Plan	HDFC	₹58.9490	3 Jun 2026
SBI Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹65.4721	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - IDCW	ICICI Prudential	₹58.3500	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹33.2800	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-IDCW	Bandhan	₹27.1200	3 Jun 2026
quant Large Cap Fund - IDCW Option - Direct Plan	Quant	₹16.2966	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹88.5700	3 Jun 2026
Motilal Oswal Large Cap Direct Plan IDCW	Motilal Oswal	₹12.1057	3 Jun 2026
Franklin India Large Cap Fund - Direct - IDCW	Franklin India	₹47.3825	2 Jun 2026
Mirae Asset Large Cap Fund Direct IDCW	Mirae Asset	₹63.3580	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹38.6669
2 Jun 2026	₹38.7710
1 Jun 2026	₹38.6580
29 May 2026	₹39.1636
27 May 2026	₹39.6980
26 May 2026	₹39.5494
25 May 2026	₹39.6962
22 May 2026	₹39.2766
21 May 2026	₹39.1288
20 May 2026	₹39.1349

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 - IDCW Option is ₹38.6669. It's a Large Cap Fund from Nippon India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW 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 - IDCW 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 - IDCW Option has delivered a absolute return of -6.38% — -1.55 pp behind the Large Cap Fund category average of -4.83%. The fund ranks #22 of 41 in its category — the third (Q3) quartile.

Over the trailing 3-year window, NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 8.45% — -0.02 pp behind the Large Cap Fund category average of 8.46%. The fund ranks #21 of 39 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 9.00% — +1.62 pp ahead of the Large Cap Fund category average of 7.38%. The fund ranks #16 of 35 in its category — the second (Q2) quartile.

₹1 lakh invested in NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option exactly 10 years ago would be worth approximately ₹228,538 today — a multiplier of 2.29×, based on the 10-year CAGR of 8.62%. The category average over the same window would have grown ₹1 lakh to ₹207,880.

A ₹10,000 monthly SIP in NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹689,001 today. That's an XIRR (money-weighted annualised return) of 5.47%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,890,381 (multiplier 1.58×). XIRR: 8.79%. 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 - IDCW Option ranks #16 out of 35 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.38%; this fund delivered 9.00%.

The worst peak-to-trough decline NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option has experienced over the last 5-year window is 20.09% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. 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 - IDCW Option averaged 8.95% (best 22.72%, worst -8.11%). 90% of rolling windows ended positive. The 5-year Sharpe ratio is 0.23 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option returned 4.22% — beating the Large Cap Fund category average of 4.07% by 0.16 pp. It ranked #26 of 40 in its category that year.

NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW 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 - IDCW 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: 20.1%. 5-year CAGR: 9.00%.

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