NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option

(Erstwhile Nippon India Growth Fund-Growth Plan-Growth Option)

Category: Equity: Mid Cap
Launch Date: 05-10-1995
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.55% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 38,581.28 Cr As on (31-07-2025)
Turn over: 20
NAV as on 14-08-2025

4101.4651

-5.13 (-0.1251%)

CAGR Since Inception

22.31%

NIFTY Midcap 150 TRI 17.48%

PERFORMANCE of NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 4.57 24.63 29.23 16.99 22.31
NIFTY MIDCAP 150 TRI 1.06 22.48 28.6 17.5 17.48
Equity: Mid Cap 1.38 20.58 25.99 15.23 18.53
Yearly Performance (%)
NAV Movement
Fund Managers

Rupesh Patel FM 1

Investment 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. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

RETURNS CALCULATOR for NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 13.98 1.25 1.82 0.96 - -
Equity: Mid Cap - - - - - -
PEER COMPARISION
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 4.57 25.57 24.63 29.23 16.99
Invesco India Midcap Fund - Growth Option 19-04-2007 15.2 31.83 27.59 28.68 17.41
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 8.26 25.58 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 5.93 28.4 24.26 29.58 17.14
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 5.24 17.21 13.64 25.42 14.64
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 5.22 23.94 21.37 28.09 17.3
HDFC Mid Cap Fund - Growth Plan 25-06-2007 5.08 23.84 25.69 29.6 17.04
ICICI Prudential MidCap Fund - Growth 10-10-2004 4.41 26.05 21.49 26.67 14.59
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 3.93 25.78 22.89 26.99 14.23
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 3.93 30.79 28.0 33.9 16.94
PORTFOLIO ANALYSIS of NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option

Portfolio as on