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EquityLarge & Mid Cap FundDirect · Growth

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

Nippon India · Scheme 118678

1,652.49 0.26%NAV · 2026-08-05
56
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.4%
Risk level
High
Min SIP
Benchmark
Nifty LargeMidcap 250 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.55%
3 Months+4.97%
6 Months+3.62%
1 Year+6.14%
3 Years (CAGR)+17.41%
5 Years (CAGR)+15.17%
10 Years (CAGR)+13.79%
Since Launch+14.13%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns59
Consistency56
Risk-adjusted46
Downside protection36
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.4%
  • 5Y CAGR: +15.2%
  • Positive 3Y windows: 93% of rolling 3Y windows positive
  • Return stability: rolling-return std 8.6%
  • Alpha vs benchmark: +8.0%

What to watch

  • 10Y CAGR vs category: -1.6% vs category avg
  • 1Y return: +6.1%
  • Beat category: beat category in 48% of windows
  • Sharpe ratio: 0.50

Risk metrics

Sharpe ratio
0.50
Sortino ratio
0.62
Volatility
17.21%
Max drawdown
-45.02%
Downside capture
92.30%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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