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Mid Capregulargrowth📊 NIFTY Midcap 150 TRI

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Nippon India Mutual Fund

#7 of 29 (1Y)

₹4384.4173

57.77 (-1.30%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹4384.4173

57.77 (-1.30%)

29 May 2026

AMFI: 100377

Direct · Growth

₹₹4835.9261

63.52 (-1.30%)

29 May 2026

AMFI: 118668

Regular · IDCW

₹₹1335.5445

17.54 (-1.30%)

29 May 2026

AMFI: 106260

Direct · IDCW

₹₹187.5772

2.46 (-1.30%)

29 May 2026

AMFI: 118666

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.36%
1 Month+0.11%
3 Months+1.98%
6 Months+3.72%
1 Year+10.41%
3 Years (CAGR)+24.80%
5 Years (CAGR)+21.57%
10 Years (CAGR)+19.19%
Since Inception (Oct 1995)+21.99%

Returns calculated from 26 September 2011 onwards due to a structural change in the scheme on that date. Pre-2011 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+11.66%
3 Year SIP+15.26%
5 Year SIP+19.42%
Since Inception (Oct 1995)+22.27%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,83,500

Invested

₹1,39,60,687

Value today

22.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹4,38,442

Value today

22.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹18,35,000

Withdrawn

₹29,88,34,863

Corpus left

+₹29,96,69,863 net gain — withdrew ₹18,35,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹24,90,16,927

Value today

-5.3%

vs lumpsum

Direct lumpsum would have beaten STP by 5.3% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹1,39,60,687

Benchmark

₹26,58,236

+₹1,13,02,451 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,45,053

Value today

5.5×

Multiple

Staying invested through that crash turned ₹1L into ₹5,45,053 — a 5.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,19,147

Regular plan

₹1,74,746

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseNippon India Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹42,289 Cr
Expense Ratio1.52%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Midcap 150 TRI ✓
Launch Date08 Oct 1995
AMFI Code100377

Risk Metrics

Trailing 1 year, annualised

0.05

Sharpe Ratio

+0.02

Alpha

0.43

Beta

0.04

Sortino

17.61%

Std Dev

-19.11%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

BSE Limited

INE118H01025

3.58%

Fortis Healthcare Limited

INE061F01013

2.71%

The Federal Bank Limited

INE171A01029

2.68%

AU Small Finance Bank Limited

INE949L01017

2.34%

Bharat Forge Limited

INE465A01025

2.30%

Voltas Limited

INE226A01021

2.22%

ICICI Bank Limited

INE090A01021

2.13%

Power Finance Corporation Limited

INE134E01011

2.12%

Persistent Systems Limited

INE262H01021

2.02%

Indus Towers Limited

INE121J01017

1.90%

Cholamandalam Financial Holdings Limited

INE149A01033

1.85%

Max Financial Services Limited

INE180A01020

1.84%

NTPC Green Energy Limited

INE0ONG01011

1.80%

GE Vernova T&D India Limited

INE200A01026

1.77%

Ashok Leyland Limited

INE208A01029

1.71%

Indian Bank

INE562A01011

1.71%

Tube Investments of India Limited

INE974X01010

1.59%

Alkem Laboratories Limited

INE540L01014

1.55%

Varun Beverages Limited

INE200M01039

1.53%

Max Healthcare Institute Limited

INE027H01010

1.53%

Lupin Limited

INE326A01037

1.49%

Cummins India Limited

INE298A01020

1.47%

APL Apollo Tubes Limited

INE702C01027

1.42%

Samvardhana Motherson International Limited

INE775A01035

1.38%

One 97 Communications Limited

INE982J01020

1.33%

NTPC Limited

INE733E01010

1.31%

Bharat Heavy Electricals Limited

INE257A01026

1.30%

IPCA Laboratories Limited

INE571A01038

1.25%

Gland Pharma Limited

INE068V01023

1.20%

ZF Commercial Vehicle Control Systems India Limited

INE342J01019

1.18%

ICICI Lombard General Insurance Company Limited

INE765G01017

1.16%

Supreme Industries Limited

INE195A01028

1.15%

Torrent Power Limited

INE813H01021

1.15%

Info Edge (India) Limited

INE663F01032

1.15%

Dixon Technologies (India) Limited

INE935N01020

1.10%

Eternal Limited

INE758T01015

1.10%

NLC India Limited

INE589A01014

1.09%

Sundaram Finance Limited

INE660A01013

1.07%

Prestige Estates Projects Limited

INE811K01011

1.06%

Bharat Electronics Limited

INE263A01024

1.01%

FSN E-Commerce Ventures Limited

INE388Y01029

1.00%

HDB Financial Services Limited

INE756I01012

0.99%

Hindustan Petroleum Corporation Limited

INE094A01015

0.97%

Vishal Mega Mart Limited

INE01EA01019

0.93%

Union Bank of India

INE692A01016

0.91%

Angel One Limited

INE732I01021

0.89%

Schaeffler India Limited

INE513A01022

0.87%

The Indian Hotels Company Limited

INE053A01029

0.86%

CG Power and Industrial Solutions Limited

INE067A01029

0.84%

HDFC Asset Management Company Limited

INE127D01025

0.81%

Performance Comparison

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Investment Objective

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option is a Mid Cap mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 30 years. It manages assets worth ₹42,289 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.52%.

Who Should Invest?

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