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

We don't give personal investment advice. Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth 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: 15.43%.

Nippon India

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

Latest NAV

₹1,615.1451

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	-0.10%	+0.08%	-0.18	25 / 34	Q3
1W	+0.06%	-0.24%	+0.29	10 / 34	Q2
2W	+0.23%	+0.35%	-0.12	21 / 34	Q3
1M	+0.84%	+1.89%	-1.05	31 / 34	Q4
3M	+1.94%	+4.17%	-2.22	31 / 34	Q4
6M	+0.93%	+3.18%	-2.25	26 / 34	Q4
YTD	-0.58%	+1.35%	-1.93	26 / 34	Q4
1Y	+2.29%	+3.29%	-1.00	22 / 34	Q3
2Y	+2.99%	+3.61%	-0.62	19 / 31	Q3
3Y	+17.15%	+16.23%	+0.92	8 / 27	Q2
4Y	+18.63%	+17.98%	+0.65	10 / 27	Q2
5Y	+15.43%	+14.97%	+0.46	10 / 27	Q2
7Y	+17.16%	+17.78%	-0.62	16 / 23	Q3
10Y	+13.47%	+15.18%	-1.70	17 / 20	Q4
Inception	+13.98%	+14.34%	-0.36	25 / 33	Q4

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	-0.58%	+1.35%	-1.93	26 / 34
2025	+5.54%	+4.90%	+0.64	15 / 32
2024	+26.03%	+24.93%	+1.09	12 / 28
2023	+34.44%	+31.20%	+3.25	5 / 27
2022	+2.94%	+2.92%	+0.03	14 / 27
2021	+33.48%	+38.33%	-4.84	22 / 27
2020	+13.71%	+17.02%	-3.31	19 / 26
2019	+5.94%	+9.44%	-3.50	18 / 22
2018	-15.79%	-6.02%	-9.77	20 / 21
2017	+41.12%	+38.46%	+2.65	7 / 21
2016	+4.50%	+7.16%	-2.66	12 / 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

+18.45%

153 windows

min -27.0% · max 83.9%

80% positive

3-Year rolling

+15.12%

129 windows

min -8.8% · max 32.2%

93% positive

5-Year rolling

+13.97%

105 windows

min -2.1% · max 30.3%

97% positive

7-Year rolling

+12.99%

80 windows

min 6.0% · max 18.9%

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

13.96%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.36

Downside-only deviation

Max drawdown

-16.83%

Sep 2024 → Feb 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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹368.0190	17 Jul 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹273.8346	17 Jul 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹716.8642	17 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,165.7000	17 Jul 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹131.2200	17 Jul 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹165.3550	17 Jul 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹138.5686	17 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹1,045.9600	17 Jul 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹39.3518	17 Jul 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹211.5155	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹1,615.1451
16 Jul 2026	₹1,616.7650
15 Jul 2026	₹1,616.3862
14 Jul 2026	₹1,607.7625
13 Jul 2026	₹1,614.6563
10 Jul 2026	₹1,614.2385
9 Jul 2026	₹1,597.9547
8 Jul 2026	₹1,584.3391
7 Jul 2026	₹1,611.2262
6 Jul 2026	₹1,623.9572

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 Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option is ₹1,615.1451. 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 - Growth 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 Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth 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 - Growth Option has delivered a absolute return of 2.29% — -1 pp behind the Large & Mid Cap Fund category average of 3.29%. The fund ranks #22 of 34 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 17.15% — +0.92 pp ahead of the Large & Mid Cap Fund category average of 16.23%. The fund ranks #8 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 - Growth Option has delivered a CAGR of 15.43% — +0.46 pp ahead of the Large & Mid Cap Fund category average of 14.97%. The fund ranks #10 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option exactly 10 years ago would be worth approximately ₹353,933 today — a multiplier of 3.54×, based on the 10-year CAGR of 13.47%. The category average over the same window would have grown ₹1 lakh to ₹410,811.

A ₹10,000 monthly SIP in Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹862,675 today. That's an XIRR (money-weighted annualised return) of 14.50%.

A ₹10,000 monthly SIP for 10 years in Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,659,656 (multiplier 2.22×). XIRR: 15.20%. 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 - Growth Option ranks #10 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 14.97%; this fund delivered 15.43%.

The worst peak-to-trough decline Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth 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 - Growth Option averaged 13.97% (best 30.26%, worst -2.06%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option returned 5.54% — beating the Large & Mid Cap Fund category average of 4.90% by 0.64 pp. It ranked #15 of 32 in its category that year.

Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth 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 - Growth 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: 15.43%.

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