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

Nippon India · Mid Cap

High

₹1607.09

Current NAV

25 Jun 2026

32.7%

1Y Return

19.7%

3Y CAGR

16.7%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.37%.
Generates significant excess returns relative to benchmark index (Alpha: 3.77).
Very large asset base (AUM: ₹14,320 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.77

Sharpe Ratio

1.57

Beta

3.77

Alpha

1.05

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