Should I invest in Nippon India Vision Large & Midcap Fund?

We don't give personal investment advice. Nippon India Vision Large & Midcap Fund - 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: 47.7%. 5-year CAGR: 6.73%.

Reliance

Nippon India Vision Large & Midcap Fund - IDCW Option

Latest NAV

₹61.1274

As of

24 Jul 2026

4,999 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	-0.25%	-0.17%	-0.08	20 / 34	Q3
1W	-1.44%	-1.58%	+0.13	11 / 34	Q2
2W	-1.40%	-1.78%	+0.38	9 / 34	Q2
1M	-0.89%	-0.60%	-0.29	29 / 34	Q4
3M	+1.26%	+2.72%	-1.46	27 / 32	Q4
6M	+2.92%	+3.11%	-0.18	16 / 32	Q2
YTD	-9.73%	-2.55%	-7.18	28 / 32	Q4
1Y	-7.34%	-1.22%	-6.11	27 / 32	Q4
2Y	-5.84%	-0.09%	-5.76	30 / 32	Q4
3Y	+6.09%	+12.08%	-5.98	28 / 32	Q4
4Y	+8.53%	+13.64%	-5.11	28 / 32	Q4
5Y	+6.73%	+11.55%	-4.82	28 / 32	Q4
7Y	+8.25%	+14.58%	-6.33	30 / 32	Q4
10Y	+3.71%	+11.20%	-7.49	30 / 32	Q4
Inception	+1.02%	+8.73%	-7.71	28 / 31	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	-9.73%	-2.55%	-7.18	28 / 32
2025	-3.82%	+2.91%	-6.72	30 / 32
2024	+14.28%	+19.92%	-5.63	28 / 32
2023	+28.10%	+27.73%	+0.37	19 / 32
2022	-1.93%	+2.49%	-4.42	26 / 32
2021	+22.90%	+32.49%	-9.58	32 / 32
2020	+2.84%	+13.97%	-11.13	29 / 32
2019	-4.85%	+4.84%	-9.69	31 / 32
2018	-24.52%	-10.87%	-13.66	31 / 32
2017	+26.39%	+31.34%	-4.95	22 / 32
2016	-7.66%	+2.52%	-10.18	32 / 32

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

+4.27%

236 windows

min -61.5% · max 79.0%

49% positive

3-Year rolling

+2.44%

211 windows

min -17.9% · max 22.6%

55% positive

5-Year rolling

+1.87%

187 windows

min -12.7% · max 21.0%

64% positive

7-Year rolling

+1.24%

163 windows

min -7.3% · max 9.2%

67% 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

0.07

vs risk-free 6.5%

Sortino ratio

0.09

Downside-only deviation

Max drawdown

-47.71%

Sep 2024 → Apr 2026

% positive months

72.2%

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	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - Growth Plan	Franklin Templeton	₹187.6270	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Birla Sun Life	₹925.2300	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	IDFC	₹137.6310	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹61.1274
23 Jul 2026	₹61.2784
22 Jul 2026	₹61.6257
21 Jul 2026	₹62.0179
20 Jul 2026	₹61.9653
17 Jul 2026	₹62.0217
16 Jul 2026	₹62.0852
15 Jul 2026	₹62.0718
14 Jul 2026	₹61.7418
13 Jul 2026	₹62.0077

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 24 Jul 2026, the NAV of Nippon India Vision Large & Midcap Fund - IDCW Option is ₹61.1274. It's a Large & Mid Cap Fund from Reliance, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Vision Large & Midcap Fund - IDCW Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Nippon India Vision Large & Midcap Fund - IDCW Option is managed by Reliance. 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 & Midcap Fund - IDCW Option has delivered a absolute return of -7.34% — -6.11 pp behind the Large & Mid Cap Fund category average of -1.22%. The fund ranks #27 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Nippon India Vision Large & Midcap Fund - IDCW Option has delivered a CAGR of 6.09% — -5.98 pp behind the Large & Mid Cap Fund category average of 12.08%. The fund ranks #28 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Nippon India Vision Large & Midcap Fund - IDCW Option has delivered a CAGR of 6.73% — -4.82 pp behind the Large & Mid Cap Fund category average of 11.55%. The fund ranks #28 of 32 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Nippon India Vision Large & Midcap Fund - IDCW Option exactly 10 years ago would be worth approximately ₹143,954 today — a multiplier of 1.44×, based on the 10-year CAGR of 3.71%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in Nippon India Vision Large & Midcap Fund - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹677,477 today. That's an XIRR (money-weighted annualised return) of 4.80%.

A ₹10,000 monthly SIP for 10 years in Nippon India Vision Large & Midcap Fund - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,643,462 (multiplier 1.37×). XIRR: 6.12%. 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 & Midcap Fund - IDCW Option ranks #28 out of 32 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.55%; this fund delivered 6.73%.

The worst peak-to-trough decline Nippon India Vision Large & Midcap Fund - IDCW Option has experienced over the last 5-year window is 47.71% — its NAV fell from a high on 24 Sep 2024 to a low on 01 Apr 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 & Midcap Fund - IDCW Option averaged 1.87% (best 20.95%, worst -12.74%). 64% of rolling windows ended positive. The 5-year Sharpe ratio is 0.08 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Vision Large & Midcap Fund - IDCW Option returned -3.82% — lagging the Large & Mid Cap Fund category average of 2.91% by 6.72 pp. It ranked #30 of 32 in its category that year.

Nippon India Vision Large & Midcap Fund - 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 & Midcap Fund - 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: 47.7%. 5-year CAGR: 6.73%.

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