Comprehensive analysis of Nippon India Growth Mid Cap Fund - Inst (IDCW) (5571) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Nippon Life India Asset Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Assets under management
Fund management costs
Risk-adjusted returns
This fund has outperformed its benchmark by 2.74% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| BSE Ltd | Financial Services | 3.21% |
| Fortis Healthcare Ltd | Healthcare | 3.01% |
| Cholamandalam Financial Holdings Ltd | Finance | 2.61% |
| AU Small Finance Bank Ltd | Banks | 2.22% |
| Persistent Systems Ltd | IT - Software | 2.20% |
| Voltas Ltd | Consumer Durables | 2.13% |
| Federal Bank Ltd | Banks | 2.10% |
| Power Finance Corporation Ltd | Finance | 2.04% |
| Max Healthcare Institute Ltd | Healthcare | 2.03% |
| Max Financial Services Ltd | Finance | 1.98% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 21.10% | -0.38% | 22.61% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 20.91% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (Bonus) | ₹682.89 | 20.39% | 0.11% | 24.28% |
A seasoned investment professional with over 18 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.