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: 1.58% As on (31-03-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,315.6 Cr As on (31-03-2025)
Turn over: 20

NAV as on 25-04-2025

3802.7809

-81.62 (-2.1463%)

CAGR Since Inception

22.25%

NIFTY Midcap 150 TRI 17.52%

PERFORMANCE of Nippon India Growth Fund-Growth Plan-Growth Option

Scheme Performance (%) Data as on - 25-04-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Nippon India Growth Fund-Growth Plan-Growth Option	11.26	23.64	33.49	17.33	22.25
NIFTY MIDCAP 150 TRI	9.31	21.88	33.94	18.1	17.52
Equity: Mid Cap	7.04	19.19	29.54	15.4	17.69

Yearly Performance (%)

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Fund Managers

Rupesh Patel, Sanjay Doshi, Kinjal Desai

Investment Objective

The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.

RETURNS CALCULATOR for Nippon India Growth 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.

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Riskometer

Key Performance and Risk Statistics of Nippon India Growth Fund-Growth Plan-Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Nippon India Growth Fund-Growth Plan-Growth Option	13.98	0.88	2.15	0.95	-	-
Equity: Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Nippon India Growth Fund-Growth Plan-Growth Option

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Period

Data as on - 25-04-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Nippon India Growth Fund-Growth Plan-Growth Option	05-10-1995	11.26	33.24	23.64	33.49	17.33
Invesco India Midcap Fund - Growth Option	19-04-2007	16.43	33.25	22.91	30.42	16.58
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	26-12-2007	14.64	33.38	23.07	33.58	17.38
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	02-02-2014	12.98	36.11	26.6	37.24	17.54
Franklin India Prima Fund-Growth	01-12-1993	12.87	30.67	21.76	28.33	14.71
Sundaram Mid Cap Fund Regular Plan - Growth	01-07-2002	11.49	31.54	22.21	29.64	14.69
Kotak Emerging Equity Scheme - Growth	30-03-2007	11.32	25.7	18.7	30.39	16.8
WhiteOak Capital Mid Cap Fund Regular Plan Growth	07-09-2022	11.28	31.87	0.0	0.0	0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan	25-06-2007	9.74	31.43	24.78	33.48	17.09
Axis Midcap Fund - Regular Plan - Growth	06-02-2011	9.13	24.89	16.08	24.45	15.32

PORTFOLIO ANALYSIS of Nippon India Growth Fund-Growth Plan-Growth Option

Asset Allocation (%)