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

Nippon India · Scheme 118675

278.87 0.42%NAV · 2026-09-18
53
Average FundScore
Start SIP
AUM
₹7,705 cr
Expense ratio
1.51%
3Y CAGR
17.5%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Ashwani KumarExit load: For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
Average · 53/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Compounding well recently — 17.5% CAGR over 3 years.
  • 3Y CAGR: +17.5%
  • 5Y CAGR: +14.8%
  • Positive 3Y windows: 93% of rolling 3Y windows positive

📉 What could drag it down

  • Can fall sharply — dropped 45% in its worst stretch. Stomach needed.
  • 10Y CAGR vs category: -1.5% vs category avg
  • 1Y return: +5.1%

FundScore breakdown

53/100 · Average
How it works →
57
Returns
Decent
60
Consistency
Decent
46
Risk-adjusted
Average
37
Downside protection
Weak
58
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.