Nippon India Vision Fund
Direct · Growth ₹1519.74
02 Jan 2026
NAV
12.5%
3Y CAGR
11.8%
5Y CAGR
11.5%
10Y CAGR
11.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.84
Sharpe
-60.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.65 L | 17.1% | -69.3% | 132.2% |
| 3 Years | ₹36.00 L | ₹44.81 L | 13.7% | -26.5% | 39.5% |
| 5 Years | ₹60.00 L | ₹84.05 L | 12.7% | -13.4% | 30.3% |
| 7 Years | ₹84.00 L | ₹1.32 Cr | 12.6% | -5.2% | 23.7% |
| 10 Years | ₹1.20 Cr | ₹2.26 Cr | 12.3% | -0.2% | 18.5% |
| 12 Years | ₹1.44 Cr | ₹3.04 Cr | 12.0% | 2.2% | 17.8% |
| 15 Years | ₹1.80 Cr | ₹5.02 Cr | 13.0% | 9.9% | 15.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.1% | 14.5% | 16.4% | +2.6% |
| 3 Years | 13.7% | 11.2% | 17.8% | +2.6% |
| 5 Years | 12.7% | 10.4% | 17.2% | +2.2% |
| 7 Years | 12.6% | 10.6% | 16.5% | +2.1% |
| 10 Years | 12.3% | 11.5% | 16.6% | +0.8% |
| 12 Years | 12.0% | 11.4% | 16.4% | +0.6% |
| 15 Years | 13.0% | 11.9% | 13.5% | +1.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 9.5% | -54.7% | 112.7% | 0.33 | 0.72 | 72% | — | — |
| 3 Years | 12.5% | 13.3% | -10.6% | 32.9% | 0.67 | 1.62 | 90% | — | — |
| 5 Years | 11.8% | 11.9% | -5.1% | 30.8% | 0.83 | 2.77 | 97% | — | — |
| 10 Years | 11.5% | 11.9% | 3.3% | 16.6% | 1.84 | 15.32 | 100% | — | — |
-60.8%
Max Drawdown
14 mo
Drawdown Duration
19 mo
Recovery Time
-12.7%
Avg Drawdown
Calmar Ratio by Duration
0.26
1Y
0.21
3Y
0.19
5Y
0.19
7Y
0.19
10Y
0.19
12Y
0.19
15Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.64 | 1.04 | 104.3% | 96.6% | -0.0% | -5.2% |
| 3 Years | +9.13 | 1.02 | 105.8% | 94.8% | 18.4% | 9.3% |
| 5 Years | +6.48 | 0.99 | 100.3% | 92.5% | 15.8% | 9.4% |
| 7 Years | +5.08 | 0.96 | 99.2% | 93.8% | 15.3% | 10.4% |
| 10 Years | +1.81 | 0.98 | 100.3% | 98.4% | 13.3% | 11.6% |
| 12 Years | +2.59 | 0.99 | 101.3% | 98.2% | 12.9% | 10.3% |
| 15 Years | +1.87 | 0.97 | 98.4% | 96.3% | 12.1% | 10.3% |