Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option
Expense Ratio: 0.73
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 25-09-1995
Exit Load: Nil
Fund Size:₹42,196.33 Cr
Performance
1Y
Fund1.76%
Cat. Avg.1.60%
2Y
Fund1.22%
Cat. Avg.0.43%
3Y
Fund16.38%
Cat. Avg.14.82%
5Y
Fund15.37%
Cat. Avg.13.11%
10Y
Fund17.51%
Cat. Avg.15.23%
SI
Fund17.58%
Cat. Avg.17.85%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 1468.93 | 2.99% |
| 2 | The Federal Bank Limited | 1353.20 | 2.75% |
| 3 | Fortis Healthcare Limited | 1309.77 | 2.66% |
| 4 | AU Small Finance Bank Limited | 1301.85 | 2.65% |
| 5 | Bharat Forge Limited | 1167.25 | 2.37% |
| 6 | Eternal Limited | 1084.86 | 2.21% |
| 7 | Multi Commodity Exchange of India Limited | 1078.14 | 2.19% |
| 8 | Info Edge (India) Limited | 1046.46 | 2.13% |
| 9 | REC Limited | 976.21 | 1.99% |
| 10 | ICICI Bank Limited | 962.64 | 1.96% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59983 | -0.0% | -0.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.26 L. | +4.7% | +4.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.01 L. | +11.7% | +7.6% |
| 5Y | 08 Nov, 21 | 3 L. | 4.46 L. | +48.6% | +16.2% |
| 10Y | 07 Nov, 16 | 6 L. | 16.51 L. | +175.1% | +19.4% |
| SI | 07 Jan, 13 | 8.30 L. | 33.95 L. | +309.1% | +18.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.02 L. | +1.8% | +1.8% |
| 2Y | 16 Oct, 24 | 1 L. | 1.02 L. | +2.5% | +1.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.58 L. | +57.6% | +16.4% |
| 5Y | 18 Oct, 21 | 1 L. | 2.03 L. | +103.4% | +15.3% |
| 10Y | 17 Oct, 16 | 1 L. | 5.04 L. | +403.7% | +17.6% |
| SI | 02 Jan, 13 | 1 L. | 9.34 L. | +833.9% | +17.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.