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

We don't give personal investment advice. Nippon India Multi 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: 18.6%. 5-year CAGR: 19.77%.

Nippon India

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

Latest NAV

₹335.1908

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	0.00%	-0.04%	+0.04	19 / 34	Q3
1W	-0.23%	-0.38%	+0.15	11 / 34	Q2
2W	+0.04%	+0.35%	-0.31	23 / 34	Q3
1M	+0.85%	+2.05%	-1.20	31 / 34	Q4
3M	+2.62%	+5.97%	-3.36	32 / 34	Q4
6M	+4.29%	+5.52%	-1.23	20 / 34	Q3
YTD	+1.17%	+3.37%	-2.20	22 / 34	Q3
1Y	+0.74%	+4.05%	-3.31	27 / 34	Q4
2Y	+2.47%	+3.91%	-1.44	23 / 29	Q4
3Y	+16.77%	+16.39%	+0.38	9 / 23	Q2
4Y	+20.85%	+18.31%	+2.54	4 / 16	Q1
5Y	+19.77%	+15.97%	+3.81	1 / 9	Q1
7Y	+18.78%	+19.00%	-0.22	3 / 8	Q2
10Y	+16.13%	+16.10%	+0.03	2 / 6	Q2
Inception	+15.98%	+14.47%	+1.51	17 / 34	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	+1.17%	+3.37%	-2.20	22 / 34
2025	+4.40%	+2.81%	+1.60	13 / 31
2024	+26.42%	+24.46%	+1.96	10 / 25
2023	+38.82%	+33.82%	+5.00	4 / 18
2022	+14.97%	+5.30%	+9.67	1 / 15
2021	+48.50%	+44.41%	+4.10	4 / 8
2020	+0.74%	+14.97%	-14.23	7 / 8
2019	+2.69%	+6.71%	-4.02	6 / 7
2018	-1.14%	-4.29%	+3.14	3 / 7
2017	+41.20%	+38.78%	+2.42	2 / 6
2016	-6.47%	+0.03%	-6.50	5 / 6

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

+20.71%

153 windows

min -37.3% · max 86.7%

83% positive

3-Year rolling

+17.59%

129 windows

min -8.7% · max 40.0%

93% positive

5-Year rolling

+16.63%

105 windows

min -2.9% · max 36.8%

97% positive

7-Year rolling

+15.17%

80 windows

min 6.2% · max 21.1%

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

13.91%

3-year · annualised

Sharpe ratio

0.72

vs risk-free 6.5%

Sortino ratio

1.20

Downside-only deviation

Max drawdown

-18.58%

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 Multi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Multi Cap Fund - Growth Option - Direct Plan	HDFC	₹19.8640	17 Jul 2026
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹335.1908	17 Jul 2026
SBI Multicap Fund- Direct Plan- Growth option	SBI	₹17.7990	17 Jul 2026
ICICI Prudential Multicap Fund - Direct Plan - Growth	ICICI Prudential	₹953.5300	17 Jul 2026
Invesco India Multicap Fund - Direct Plan - Growth Option	Invesco	₹156.2100	17 Jul 2026
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.7790	17 Jul 2026
quant Multi Cap Fund-GROWTH OPTION-Direct Plan	Quant	₹730.8942	17 Jul 2026
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth	Aditya Birla Sun Life	₹22.1300	17 Jul 2026
Motilal Oswal Multi Cap Fund-Direct Plan Growth	Motilal Oswal	₹14.1539	17 Jul 2026
Franklin India Multi Cap Fund - Direct - Growth	Franklin India	₹11.0079	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹335.1908
16 Jul 2026	₹335.1924
15 Jul 2026	₹335.7372
14 Jul 2026	₹333.8795
13 Jul 2026	₹336.1645
10 Jul 2026	₹335.9556
9 Jul 2026	₹332.5238
8 Jul 2026	₹330.0304
7 Jul 2026	₹336.7129
6 Jul 2026	₹337.2195

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 Multi Cap Fund - Direct Plan Growth Plan - Bonus Option is ₹335.1908. It's a Multi Cap Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a absolute return of 0.74% — -3.31 pp behind the Multi Cap Fund category average of 4.05%. The fund ranks #27 of 34 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 16.77% — +0.38 pp ahead of the Multi Cap Fund category average of 16.39%. The fund ranks #9 of 23 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 19.77% — +3.81 pp ahead of the Multi Cap Fund category average of 15.97%. The fund ranks #1 of 9 in its category — the top (Q1) quartile.

₹1 lakh invested in Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹446,082 today — a multiplier of 4.46×, based on the 10-year CAGR of 16.13%. The category average over the same window would have grown ₹1 lakh to ₹445,011.

A ₹10,000 monthly SIP in Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹904,090 today. That's an XIRR (money-weighted annualised return) of 16.41%.

A ₹10,000 monthly SIP for 10 years in Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹3,101,621 (multiplier 2.58×). XIRR: 18.06%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option ranks #1 out of 9 funds in the Multi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 15.97%; this fund delivered 19.77%.

The worst peak-to-trough decline Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option has experienced over the last 5-year window is 18.58% — 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 Multi Cap Fund - Direct Plan Growth Plan - Bonus Option averaged 16.63% (best 36.78%, worst -2.88%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.84 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option returned 4.40% — beating the Multi Cap Fund category average of 2.81% by 1.60 pp. It ranked #13 of 31 in its category that year.

Nippon India Multi 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 Multi 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: 18.6%. 5-year CAGR: 19.77%.

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