Should I invest in NIPPON INDIA VISION LARGE & MID CAP FUND?

We don't give personal investment advice. NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW 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: 24.9%. 5-year CAGR: 8.22%.

Nippon India

NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option

Latest NAV

₹70.7641

As of

17 Jul 2026

3,330 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%	+0.15%	-0.25	28 / 36	Q4
1W	+0.06%	-0.20%	+0.26	11 / 36	Q2
2W	+0.23%	+0.24%	-0.01	19 / 36	Q3
1M	+0.84%	+1.73%	-0.89	33 / 36	Q4
3M	+1.94%	+3.75%	-1.81	32 / 36	Q4
6M	+0.93%	+0.56%	+0.37	22 / 36	Q3
YTD	-7.84%	-1.67%	-6.16	30 / 36	Q4
1Y	-5.18%	-0.06%	-5.11	30 / 36	Q4
2Y	-4.92%	-0.46%	-4.46	31 / 34	Q4
3Y	+8.03%	+11.48%	-3.45	22 / 31	Q3
4Y	+10.54%	+13.30%	-2.77	22 / 31	Q3
5Y	+8.22%	+10.82%	-2.60	22 / 31	Q3
7Y	+9.34%	+13.81%	-4.48	24 / 27	Q4
10Y	+4.97%	+10.52%	-5.55	21 / 22	Q4
Inception	+4.52%	+10.89%	-6.37	34 / 36	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	-7.84%	-1.67%	-6.16	30 / 36
2025	-2.96%	+1.18%	-4.14	31 / 35
2024	+15.95%	+19.71%	-3.77	24 / 31
2023	+29.26%	+26.16%	+3.10	13 / 31
2022	-1.08%	+0.59%	-1.67	18 / 31
2021	+24.21%	+33.41%	-9.20	30 / 31
2020	+4.01%	+14.39%	-10.38	28 / 30
2019	-3.80%	+6.20%	-10.00	24 / 26
2018	-23.72%	-13.14%	-10.58	21 / 23
2017	+27.70%	+29.57%	-1.87	14 / 23
2016	-6.75%	+3.36%	-10.10	22 / 22

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

+9.01%

153 windows

min -33.2% · max 63.2%

57% positive

3-Year rolling

+6.07%

129 windows

min -17.0% · max 25.7%

70% positive

5-Year rolling

+4.98%

105 windows

min -11.4% · max 22.2%

77% positive

7-Year rolling

+4.03%

80 windows

min -3.8% · max 10.9%

91% 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

16.68%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

0.23

Downside-only deviation

Max drawdown

-24.94%

Sep 2024 → Mar 2026

% positive months

58.3%

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 - IDCW Option - Direct Plan	HDFC	₹47.7870	17 Jul 2026
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹373.6439	17 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - IDCW	ICICI Prudential	₹54.4600	17 Jul 2026
Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹55.8900	17 Jul 2026
Bandhan Large & Mid Cap Fund - Direct Plan - IDCW	Bandhan	₹36.7850	17 Jul 2026
quant Large & Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹64.5206	17 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹210.4900	17 Jul 2026
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹27.8134	17 Jul 2026
Franklin India Large & Mid cap Fund - Direct - IDCW	Franklin India	₹22.8896	17 Jul 2026
Mirae Asset Large & Midcap Fund - Direct Plan - IDCW	Mirae Asset	₹83.8570	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹70.7641
16 Jul 2026	₹70.8351
15 Jul 2026	₹70.8185
14 Jul 2026	₹70.4407
13 Jul 2026	₹70.7427
10 Jul 2026	₹70.7244
9 Jul 2026	₹70.0109
8 Jul 2026	₹69.4144
7 Jul 2026	₹70.5924
6 Jul 2026	₹71.1502

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 - IDCW Option is ₹70.7641. It's a Large & Mid Cap Fund from Nippon India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option has NAV history starting from 03 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 - IDCW 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 - IDCW Option has delivered a absolute return of -5.18% — -5.11 pp behind the Large & Mid Cap Fund category average of -0.06%. The fund ranks #30 of 36 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 8.03% — -3.45 pp behind the Large & Mid Cap Fund category average of 11.48%. The fund ranks #22 of 31 in its category — the third (Q3) quartile.

Over the trailing 5-year window, NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 8.22% — -2.6 pp behind the Large & Mid Cap Fund category average of 10.82%. The fund ranks #22 of 31 in its category — the third (Q3) quartile.

₹1 lakh invested in NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option exactly 10 years ago would be worth approximately ₹162,466 today — a multiplier of 1.62×, based on the 10-year CAGR of 4.97%. The category average over the same window would have grown ₹1 lakh to ₹271,998.

A ₹10,000 monthly SIP in NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹700,867 today. That's an XIRR (money-weighted annualised return) of 6.15%.

A ₹10,000 monthly SIP for 10 years in NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,749,494 (multiplier 1.46×). XIRR: 7.32%. 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 - IDCW Option ranks #22 out of 31 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.82%; this fund delivered 8.22%.

The worst peak-to-trough decline NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option has experienced over the last 5-year window is 24.94% — its NAV fell from a high on 24 Sep 2024 to a low on 31 Mar 2026. 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 - IDCW Option averaged 4.98% (best 22.23%, worst -11.35%). 77% of rolling windows ended positive. The 5-year Sharpe ratio is 0.16 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option returned -2.96% — lagging the Large & Mid Cap Fund category average of 1.18% by 4.14 pp. It ranked #31 of 35 in its category that year.

NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW 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 - IDCW 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: 24.9%. 5-year CAGR: 8.22%.

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