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EquityMid Cap FundDirect · Growth

Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Bonus Option

Nippon India · Scheme 118665

835.99 0.46%NAV · 2026-08-05
69
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
21.9%
Risk level
High
Min SIP
Benchmark
Nifty Midcap 150 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.54%
3 Months+5.35%
6 Months+8.12%
1 Year+12.08%
3 Years (CAGR)+21.92%
5 Years (CAGR)+19.84%
10 Years (CAGR)+19.09%
Since Launch+18.39%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns82
Consistency65
Risk-adjusted55
Downside protection55
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +21.9%
  • 3Y CAGR vs category: +2.1% vs category avg
  • Positive 3Y windows: 97% of rolling 3Y windows positive
  • Alpha vs benchmark: +12.8%
  • Direct plan: no distributor commission

What to watch

  • Sortino ratio: 0.88

Risk metrics

Sharpe ratio
0.73
Sortino ratio
0.88
Volatility
16.83%
Max drawdown
-35.32%
Downside capture
86.20%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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