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

We don't give personal investment advice. Nippon India Quant 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: 17.1%. 5-year CAGR: 15.54%.

Nippon India

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

Latest NAV

₹79.8095

As of

17 Jul 2026

3,327 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	+0.70%	-0.05%	+0.75	38 / 258	Q1
1W	+0.31%	-0.18%	+0.49	51 / 258	Q1
2W	+0.41%	-0.17%	+0.58	101 / 259	Q2
1M	+1.24%	+1.63%	-0.39	170 / 259	Q3
3M	+0.82%	+4.83%	-4.01	216 / 259	Q4
6M	-0.20%	+4.61%	-4.81	179 / 250	Q3
YTD	-1.29%	+2.98%	-4.27	176 / 247	Q3
1Y	+2.93%	+5.46%	-2.53	136 / 235	Q3
2Y	+3.11%	+4.09%	-0.98	101 / 187	Q3
3Y	+15.68%	+15.93%	-0.24	80 / 148	Q3
4Y	+18.79%	+17.58%	+1.20	57 / 121	Q2
5Y	+15.54%	+13.72%	+1.82	41 / 110	Q2
7Y	+17.51%	+17.79%	-0.29	47 / 91	Q3
10Y	+14.74%	+14.89%	-0.15	41 / 76	Q3
Inception	+13.44%	+12.07%	+1.37	132 / 259	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	-1.29%	+3.40%	-4.69	175 / 244
2025	+7.98%	+4.41%	+3.58	65 / 208
2024	+20.04%	+23.18%	-3.13	95 / 155
2023	+35.42%	+33.51%	+1.91	50 / 127
2022	+8.17%	+4.32%	+3.85	52 / 116
2021	+31.63%	+34.43%	-2.80	51 / 104
2020	+17.29%	+21.19%	-3.90	40 / 94
2019	+5.95%	+9.30%	-3.35	50 / 85
2018	-1.53%	-5.36%	+3.83	31 / 77
2017	+30.42%	+35.61%	-5.19	53 / 76
2016	+2.80%	+4.98%	-2.19	42 / 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

+16.21%

153 windows

min -19.0% · max 57.6%

86% positive

3-Year rolling

+14.71%

129 windows

min -1.4% · max 29.8%

98% positive

5-Year rolling

+14.36%

104 windows

min 0.5% · max 28.9%

100% positive

7-Year rolling

+13.69%

80 windows

min 6.3% · max 18.5%

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

12.98%

3-year · annualised

Sharpe ratio

0.69

vs risk-free 6.5%

Sortino ratio

1.19

Downside-only deviation

Max drawdown

-16.91%

Sep 2024 → 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	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹79.8095
16 Jul 2026	₹79.2522
15 Jul 2026	₹79.3055
14 Jul 2026	₹78.9082
13 Jul 2026	₹79.5215
10 Jul 2026	₹79.5661
9 Jul 2026	₹78.8198
8 Jul 2026	₹78.2485
7 Jul 2026	₹79.8059
6 Jul 2026	₹80.2672

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 Quant Fund - Direct Plan Growth Plan - Bonus Option is ₹79.8095. 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 Quant Fund - Direct Plan Growth Plan - Bonus Option has NAV history starting from 08 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 Quant 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 Quant Fund - Direct Plan Growth Plan - Bonus Option has delivered a absolute return of 2.93% — -2.53 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #136 of 235 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 15.68% — -0.24 pp behind the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #80 of 148 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 15.54% — +1.82 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #41 of 110 in its category — the second (Q2) quartile.

₹1 lakh invested in Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹395,395 today — a multiplier of 3.95×, based on the 10-year CAGR of 14.74%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

A ₹10,000 monthly SIP in Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹856,087 today. That's an XIRR (money-weighted annualised return) of 14.19%.

A ₹10,000 monthly SIP for 10 years in Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,734,457 (multiplier 2.28×). XIRR: 15.72%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option ranks #41 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.72%; this fund delivered 15.54%.

The worst peak-to-trough decline Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option has experienced over the last 5-year window is 17.13% — its NAV fell from a high on 17 Jan 2022 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 Quant Fund - Direct Plan Growth Plan - Bonus Option averaged 14.36% (best 28.87%, worst 0.48%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Quant Fund - Direct Plan Growth Plan - Bonus Option returned 7.98% — beating the Sectoral/Thematic Fund category average of 4.41% by 3.58 pp. It ranked #65 of 208 in its category that year.

Nippon India Quant 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 Quant 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: 17.1%. 5-year CAGR: 15.54%.

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