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 | +2.26% | -- |
| 3 Months | +5.69% | -- |
| 6 Months | +5.61% | -- |
| 1 Year | +11.69% | +11.69% |
| 2 Years | -- | +7.3% |
| 3 Years | +75.75% | +20.68% |
| 5 Years | +140.09% | +19.14% |
| Since Launch | +45709.65% | +21.96% |
Holdings as on 18 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Federal Bank | 1,471.29 | 2.90 |
| AU Small Finance Bank | 1,392.91 | 2.74 |
| BSE | 1,385.56 | 2.73 |
| Info Edge (India) | 1,326.46 | 2.61 |
| Fortis Healthcare | 1,293.42 | 2.55 |
| REC | 1,270.73 | 2.50 |
| Eternal | 1,209.80 | 2.38 |
| Bharat Forge | 1,197.58 | 2.36 |
| Multi Commodity Exchange Of India | 1,157.65 | 2.28 |
| ICICI Bank | 1,004.78 | 1.98 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.79
Sharpe Ratio
17.81%
Std. Deviation
5.74%
Tracking Error
5.62%
Alpha
0.96
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HDFC Mid Cap Fund Growth | +11.79% | +19.56% | +20.11% |
| Motilal Oswal Midcap Regular Growth | +2.48% | +20.96% | +22.05% |
| Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option | +11.69% | +20.68% | +19.14% |
| Kotak Midcap Fund Growth | +10% | +18.92% | +17.09% |
| Axis Midcap Fund Growth | +9.66% | +17.39% | +13.69% |
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 19.14 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 Federal Bank, AU Small Finance Bank, BSE, Info Edge (India).
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs, Investment 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 0.79 & a standard deviation of 17.81%.
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 19.14% & it has generated 11.69% 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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