Nippon India Vision Fund(G)
View the direct plan of this scheme
Rs 1389.3736 -4.1857(-0.3 %) NAV as on 02 May 2025
Scheme Objective: The primary investment objective of the scheme is to achieve long-term growth of capital by investment in equity and equity related securities through a research based investment approach.
Performance (As on 02 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -0.93 % | 9.43 % | 20.16 % | 26.60 % | 18.15 % |
NIFTY LargeMidcap 250 | -3.65 % | 4.94 % | 16.84 % | 25.36 % | N/A |
Portfolio
Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.