Should I invest in Nippon India Vision Large & Mid Cap Fund Growth Plan - Bonus Option?

We don't give personal investment advice. Nippon India Vision Large & Mid 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: 19.1%. 5-year CAGR: 15.61%.

Nippon India

Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option

Latest NAV

₹263.7372

As of

3 Jun 2026

3,300 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	+0.15%	+0.15%	0.00	20 / 34	Q3
1W	-2.01%	-1.78%	-0.23	23 / 34	Q3
2W	-0.12%	-0.02%	-0.10	15 / 34	Q2
1M	-1.06%	-0.52%	-0.54	21 / 34	Q3
3M	-1.27%	+0.66%	-1.93	25 / 34	Q3
6M	-4.24%	-3.20%	-1.04	23 / 34	Q3
YTD	-4.09%	-3.29%	-0.80	19 / 34	Q3
1Y	+1.71%	+1.81%	-0.09	17 / 33	Q3
2Y	+4.54%	+4.91%	-0.37	17 / 30	Q3
3Y	+18.15%	+16.92%	+1.23	9 / 27	Q2
4Y	+17.60%	+16.88%	+0.72	9 / 27	Q2
5Y	+15.61%	+15.02%	+0.60	11 / 27	Q2
7Y	+15.40%	+16.10%	-0.70	16 / 23	Q3
10Y	+13.54%	+15.15%	-1.61	17 / 20	Q4
Inception	+13.88%	+13.65%	+0.22	21 / 33	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	-4.09%	-3.29%	-0.80	19 / 34
2025	+5.54%	+4.90%	+0.64	16 / 32
2024	+26.03%	+24.93%	+1.09	13 / 28
2023	+34.44%	+31.20%	+3.24	6 / 27
2022	+2.94%	+2.92%	+0.03	15 / 27
2021	+33.48%	+38.33%	-4.84	23 / 27
2020	+13.71%	+17.02%	-3.31	20 / 26
2019	+5.94%	+9.44%	-3.50	17 / 22
2018	-15.80%	-6.02%	-9.78	21 / 21
2017	+41.12%	+38.46%	+2.66	6 / 21
2016	+4.49%	+7.16%	-2.66	13 / 20

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

+18.40%

152 windows

min -31.9% · max 89.3%

80% positive

3-Year rolling

+14.77%

127 windows

min -9.6% · max 31.7%

92% positive

5-Year rolling

+13.76%

103 windows

min -4.0% · max 28.7%

98% positive

7-Year rolling

+12.80%

79 windows

min 6.8% · max 18.2%

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

14.41%

3-year · annualised

Sharpe ratio

0.79

vs risk-free 6.5%

Sortino ratio

1.24

Downside-only deviation

Max drawdown

-16.83%

Sep 2024 → Feb 2025

% positive months

77.8%

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 & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹1,555.5885	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹263.7372
2 Jun 2026	₹264.1683
1 Jun 2026	₹263.7644
29 May 2026	₹267.0824
27 May 2026	₹270.4262
26 May 2026	₹269.5847
25 May 2026	₹269.5277
22 May 2026	₹267.4032
21 May 2026	₹266.4802
20 May 2026	₹265.6374

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 Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option is ₹263.7372. It's a Large & Mid Cap Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option has NAV history starting from 02 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 Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option is managed by Nippon India. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a absolute return of 1.71% — -0.09 pp behind the Large & Mid Cap Fund category average of 1.81%. The fund ranks #17 of 33 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 18.15% — +1.23 pp ahead of the Large & Mid Cap Fund category average of 16.92%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option has delivered a CAGR of 15.61% — +0.6 pp ahead of the Large & Mid Cap Fund category average of 15.02%. The fund ranks #11 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹355,932 today — a multiplier of 3.56×, based on the 10-year CAGR of 13.54%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹849,249 today. That's an XIRR (money-weighted annualised return) of 13.86%.

A ₹10,000 monthly SIP for 10 years in Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,603,685 (multiplier 2.17×). XIRR: 14.80%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option ranks #11 out of 27 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 15.02%; this fund delivered 15.61%.

The worst peak-to-trough decline Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option has experienced over the last 5-year window is 19.07% — 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 Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option averaged 13.76% (best 28.68%, worst -3.96%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option returned 5.54% — beating the Large & Mid Cap Fund category average of 4.90% by 0.64 pp. It ranked #16 of 32 in its category that year.

Nippon India Vision Large & Mid 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 Vision Large & Mid 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: 19.1%. 5-year CAGR: 15.61%.

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