Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹49,169.10 Cr
Expense Ratio
1.24%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
8 Oct 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.33% | -- |
| 3 Months | +3.55% | -- |
| 6 Months | +7.3% | -- |
| 1 Year | +12.26% | +12.26% |
| 2 Years | -- | +8.57% |
| 3 Years | +77.06% | +20.98% |
| 5 Years | +138.81% | +19.02% |
| Since Launch | +45493.26% | +21.97% |
Holdings as on 7 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| BSE | 1,468.93 | 2.99 |
| Federal Bank | 1,353.21 | 2.75 |
| Fortis Healthcare | 1,309.78 | 2.66 |
| AU Small Finance Bank | 1,301.85 | 2.65 |
| Bharat Forge | 1,167.25 | 2.37 |
| Eternal | 1,084.86 | 2.21 |
| Multi Commodity Exchange Of India | 1,078.14 | 2.19 |
| Info Edge (India) | 1,046.46 | 2.13 |
| REC | 976.22 | 1.99 |
| ICICI Bank | 962.64 | 1.96 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.85
Sharpe Ratio
17.90%
Std. Deviation
5.74%
Tracking Error
5.62%
Alpha
0.96
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HDFC Mid Cap Fund Growth | +12.14% | +19.84% | +19.83% |
| Motilal Oswal Midcap Regular Growth | +0.88% | +19.48% | +21.95% |
| Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option | +12.26% | +20.98% | +19.02% |
| Kotak Midcap Fund Growth | +9.61% | +19.2% | +16.76% |
| Axis Midcap Fund Growth | +9.18% | +17.23% | +13.67% |
Results are calculated on CAGR basis
About Fund
The primary investment objective of the scheme is to achieve long-term growth of capital by investing in equity and equity related securities through a research based investment approach.
The Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option has an AUM of 49169.10 crores & has delivered CAGR of 19.02 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.24%. The minimum investment in Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include BSE, Federal Bank, Fortis Healthcare, AU Small Finance Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Investment Services, Consumer Financial Services.
Some of the similar funds are HDFC Mid Cap Fund Growth, Motilal Oswal Midcap Regular Growth, Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option, Kotak Midcap Fund Growth, Axis Midcap Fund Growth. Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option has a sharpe ratio of 0.85 & a standard deviation of 17.90%.
FAQs
According to the morning star rating Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option has a Medium risk & Exceptional return.
Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option is managed by Rupesh Patel,Kinjal Desai,Amber Singhania.
The expense ratio of Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option is 1.24%.
The 5 year annualized return on Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option is 19.02% & it has generated 12.26% in the last 1 year.
The minimum investment in Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option is 100 Rs.
Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option has an AUM of 49169.10 crores.
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