Sushil Bajaj |
📅 Last Updated on: November 28, 2025
Nippon India Vision Large & Mid Cap Fund is an open-ended equity scheme designed to achieve long-term capital appreciation by investing in both large-cap and mid-cap companies. The fund follows a research-driven approach and aims to deliver growth by balancing stability (large caps) with high-growth potential (mid caps)
A Large and Mid Cap Fund is a SEBI-defined equity mutual fund category that must mandatorily invest in:
As per SEBI’s market-cap classification, large caps represent the top 100 companies in India by full market capitalization, while mid caps represent 101 to 250. AMFI updates this list every six months, and the fund is required to rebalance within one month of the update.
| Parameter | Details |
|---|---|
| Fund Name | Nippon India Vision Fund |
| Category | Large & Mid Cap Fund |
| Type | Open-ended equity scheme |
| Benchmark | Nifty Large Midcap 250 TRI |
| Investment Objective | Long-term capital growth through equity & equity-related securities |
| Minimum Investment | ₹5,000 |
| Exit Load | 1% if redeemed ≤ 12 months (10% units exempt) |
| Benchmark Riskometer | High |
| Fund Riskometer | High |
The primary objective of the Nippon India Vision Fund is:
To achieve long-term growth of capital by investing in equity and equity related securities through a research-based approach. There is no guarantee that the objective will be achieved
Benchmark: NIFTY Large-Midcap 250 TRI
Represents:
Measures performance of the top 250 companies across both segments.
The fund follows a top-down + bottom-up approach, considering:
For updated detailed Performance data and key informations as on December 5, 2025
Visit Nippon India Vision Large & Mid Cap Fund Performance Page
Investment in a basket of
stocks across sectors
Investors can easily enter and exit the scheme
Managed by professional fund managers with years of experience in the field
Lower taxation relative to other asset classes
Delivers inflation beating returns
Research-Backed & Valuation-Focused Approach:
A disciplined research methodology combining deep fundamental analysis with valuation-conscious investing. Every stock is evaluated for business strength, financial quality, competitive advantage, and fair value before inclusion.
Holistic Top-Down + Bottom-Up Strategy:
A dual-layered framework:
This ensures opportunities are captured both at market and company level.
Long-Term, Quality-Oriented Investing with Diversification:
The fund focuses on businesses with long-term growth potential, strong governance, and durable moats.
Risk is controlled through broad diversification across sectors, industries, and market caps to minimize concentration risk.
Active Review with Select Global Exposure:
Regular monitoring and review of portfolio companies ensure they continue to meet investment criteria.
Strategic overseas exposure (where allowed) adds global diversification and helps capture international opportunities.
1. Balanced Exposure
Combines the stability of large-cap stocks and the
aggressive growth of mid-cap stocks.
2. Research-Driven Portfolio
Invests in companies based on in-depth analysis of financial strength,
management quality & long-term earnings potential.
3. Diversification Across Sectors
Invests across sectors to reduce concentration risk
(details available on the factsheet).
4. Experienced Fund Managers
Managed by:
Kinjal Desai (Overseas Investments)
Amar Kalkundrikar (Equity)
Aishwarya Deepak Agarwal
Top sector & company portfolios can be accessed through:
| This fund is suitable for: |
|---|
| Individuals willing to handle market volatility |
| Long-term investors (5+ years horizon) |
| Investors looking for blended exposure (large + mid cap) |
| Investors seeking a professionally managed diversified portfolio |
| SIP investors targeting wealth creation |
Not ideal for extremely conservative investors or those with a short investment horizon.
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed on or before 12 months
No load after one year
First 10% units redeemed within 12 months
Taxation:
🔗 How to Invest Online?
| Pain Point | How This Fund Addresses It |
|---|---|
| Lack of diversification | Invests across large & mid-cap segments, sectors & companies |
| Market volatility fear | Balanced allocation reduces volatility vs pure mid-cap funds |
| Need for long-term wealth creation | Research-driven selection focusing on high-quality companies |
| Difficulty selecting stocks | Professional fund managers with decades of market experience |
| Liquidity concerns | Daily purchase & redemption; payouts within 3 working days |
| Transparency | Monthly factsheets & portfolio disclosures available publicly |
A1: Yes — it is an equity scheme. Riskometer category is “High”.
A2: ₹5000 / ₹100 and any amount thereafter.
A3: Yes – up to 20% of its net assets.
A4: NIFTY Large-Midcap 250 TRI.
A5: No. Recommended for long-term goals (5–10 years).
Nippon India Vision Large & Mid Cap Fund is a well-diversified, research-driven fund that aims for long-term capital appreciation by tapping into the stability of large-cap companies and the growth potential of mid-caps. With experienced fund managers, clear investment strategy and strong historical performance, it is suitable for investors planning wealth creation over a medium to long-term horizon.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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