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ETF📊 NIFTY Midcap 150 TRI

Nippon India ETF Nifty Midcap 150 · Regular · Growth

Nippon India Mutual Fund

#62 of 241 (1Y)

NAV

₹238.0820

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹2,856 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+6.33%
3Y
+19.50%
5Y
+17.63%
Since Inception
+20.15%

SIP returns (XIRR)

1Y
+12.67%
3Y
+12.50%
5Y
+17.42%
Since Inception
+21.22%

What history actually did — last 7 years (Jul 2019 – Jul 2026)

A ₹5,000 monthly SIP for the last 7 years (Jul 2019 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹8,82,915 today ₹4,20,000 invested, 21.3% XIRR.

₹4,20,000

Invested

₹8,82,915

Value today

21.3%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 7 years (Jul 2019 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹3,87,026 today (21.3% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2019 would still hold ₹29,87,343.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Jul 2019 – Jul 2026) (22 Mar 2020) would be ₹5,68,644 today (5.69×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.37

Sharpe Ratio

Alpha

Beta

0.35

Sortino

17.66%

Std Dev

-13.91%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategoryETF
BenchmarkNIFTY Midcap 150 TRI
Launch Date01 Feb 2019
AMFI Code146271
Transaction facts
Exit LoadNIL

Available transactions

PurchaseRedeemDemat

Investment Objective

Nippon India ETF Nifty Midcap 150 · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Nippon India ETF Nifty Midcap 150 · Regular · Growth is a ETF mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹2,856 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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