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

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

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Category: Equity: Mid Cap
Launch Date: 05-10-1995
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.54% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 42,124.5 Cr As on (31-12-2025)
Turn over: 20
NAV as on 16-01-2026

4201.0202

6.25 (0.1489%)

CAGR Since Inception

22.06%

NIFTY Midcap 150 TRI 17.36%

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

Scheme Performance (%) Data as on - 16-01-2026

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 8.12 24.95 23.34 18.91 22.06
NIFTY MIDCAP 150 TRI 11.11 23.57 22.26 18.75 17.36
Equity: Mid Cap 5.72 21.23 19.98 16.69 17.14

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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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 1.17 1.27 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 8.12 13.9 24.95 23.34 18.91
ICICI Prudential MidCap Fund - Growth 10-10-2004 14.67 16.26 22.75 21.28 17.02
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 13.06 12.0 20.25 20.3 0.0
HDFC Mid Cap Fund - Growth Plan 25-06-2007 11.76 15.68 25.36 24.56 19.03
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.46 16.39 25.47 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 10.28 20.22 26.47 22.31 18.5
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 9.14 11.77 22.02 19.56 16.7
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 8.33 14.82 24.07 21.28 15.9
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 8.23 13.98 20.63 0.0 0.0
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 7.74 12.75 20.25 19.76 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option

Portfolio as on