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

We don't give personal investment advice. Nippon India Pharma 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: 19.5%. 5-year CAGR: 13.42%.

Nippon India

Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option

Latest NAV

₹595.3609

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	-0.07%	+0.27%	-0.34	187 / 258	Q3
1W	-2.10%	-1.34%	-0.76	187 / 258	Q3
2W	-3.64%	+0.04%	-3.67	256 / 259	Q4
1M	+1.02%	-0.39%	+1.40	83 / 259	Q2
3M	+3.28%	+2.19%	+1.08	109 / 257	Q2
6M	+2.98%	-1.09%	+4.07	73 / 247	Q2
YTD	+4.17%	-1.30%	+5.48	63 / 247	Q2
1Y	+5.88%	+5.02%	+0.86	88 / 230	Q2
2Y	+11.58%	+5.50%	+6.08	28 / 182	Q1
3Y	+22.49%	+16.94%	+5.55	33 / 139	Q1
4Y	+20.06%	+16.57%	+3.50	39 / 119	Q2
5Y	+13.42%	+13.73%	-0.30	59 / 109	Q3
7Y	+21.54%	+16.42%	+5.12	9 / 91	Q1
10Y	+15.99%	+15.07%	+0.92	32 / 76	Q2
Inception	+17.23%	+10.45%	+6.78	58 / 259	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	+4.17%	-0.94%	+5.11	62 / 244
2025	-2.88%	+4.41%	-7.29	169 / 208
2024	+34.88%	+23.18%	+11.70	21 / 155
2023	+41.33%	+33.51%	+7.82	28 / 127
2022	-9.06%	+4.32%	-13.39	98 / 116
2021	+24.21%	+34.43%	-10.21	70 / 104
2020	+67.31%	+21.19%	+46.11	6 / 94
2019	+2.59%	+9.30%	-6.71	68 / 85
2018	+4.80%	-5.36%	+10.15	13 / 77
2017	+8.09%	+35.61%	-27.52	71 / 76
2016	-9.62%	+4.98%	-14.60	73 / 76

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

+20.39%

152 windows

min -13.0% · max 80.1%

75% positive

3-Year rolling

+16.95%

127 windows

min -1.3% · max 30.1%

99% positive

5-Year rolling

+16.55%

103 windows

min 1.0% · max 31.5%

100% positive

7-Year rolling

+16.80%

79 windows

min 9.8% · max 23.7%

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

14.64%

3-year · annualised

Sharpe ratio

1.03

vs risk-free 6.5%

Sortino ratio

1.95

Downside-only deviation

Max drawdown

-14.72%

Jan 2025 → Feb 2025

% positive months

69.4%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹595.3609
2 Jun 2026	₹593.2803
1 Jun 2026	₹593.7091
29 May 2026	₹598.5008
27 May 2026	₹605.7562
26 May 2026	₹606.0050
25 May 2026	₹608.0001
22 May 2026	₹607.0458
21 May 2026	₹616.3936
20 May 2026	₹613.8400

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 Pharma Fund - Direct Plan Growth Plan - Bonus Option is ₹595.3609. It's a Sectoral/Thematic Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option has delivered a absolute return of 5.88% — +0.86 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #88 of 230 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 22.49% — +5.55 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #33 of 139 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 13.42% — -0.3 pp behind the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #59 of 109 in its category — the third (Q3) quartile.

₹1 lakh invested in Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹440,809 today — a multiplier of 4.41×, based on the 10-year CAGR of 15.99%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹890,529 today. That's an XIRR (money-weighted annualised return) of 15.78%.

A ₹10,000 monthly SIP for 10 years in Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹3,099,124 (multiplier 2.58×). XIRR: 18.04%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option ranks #59 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.73%; this fund delivered 13.42%.

The worst peak-to-trough decline Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option has experienced over the last 5-year window is 19.48% — its NAV fell from a high on 15 Sep 2021 to a low on 17 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 Pharma Fund - Direct Plan Growth Plan - Bonus Option averaged 16.55% (best 31.52%, worst 1.05%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Pharma Fund - Direct Plan Growth Plan - Bonus Option returned -2.88% — lagging the Sectoral/Thematic Fund category average of 4.41% by 7.29 pp. It ranked #169 of 208 in its category that year.

Nippon India Pharma 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 Pharma 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: 19.5%. 5-year CAGR: 13.42%.

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