Nippon India Mutual Fund
Nippon India Growth Mid Cap Fund Growth Plan Option7.1Q1★5
- NAV
- ₹4,784.85
- Expense
- 0.72%
- AUM
- ₹4398250.7 L Cr
- 1Y
- +12.1%
- 3Y
- +27.4%
- 5Y
- +24.0%
#1 of 10
Min SIP: ₹100Ideal: 7+ years
Franklin Templeton Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.81% | +5.99% | +0.92% | -3.93% | +2.75% | +22.09% | +17.87% | +15.62% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-2.11%
₹1.19 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+2.75%
Rank #9 of 10
Category average (1Y)
+8.03%
Quartile Q4
Beats 10% of mid cap funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Significantly underperforming category
Returned 2.8% vs category average of 8.0% (1Y) — underperforming by 5.3%.
Bottom quartile performer
Ranked #9 of 10 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.26 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹4.86 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 2.8% · Risk (std dev) 14.6%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.26 confirms poor risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Nippon India Mutual Fund
Nippon India Growth Mid Cap Fund Growth Plan OptionNippon India Mutual Fund
Nippon India Growth Mid Cap Fund Growth Plan - Bonus Option💡 Ratings are not guarantees. Past performance does not predict future results.
Expense ratio: 1.02%
That is ₹1,020 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Mid-cap companies (rank 101-250) offer higher growth potential with significantly more volatility.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
If the broader market falls 20%, this fund is expected to fall about 20.7%.
Based on 1Y max drawdown of -15.5% versus a typical market correction of ~-15%. Historical fall ratio ≈ 1.04× market. Below-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹5.37 L. Index fund would still beat it by ₹11.45 L thanks to its lower expense ratio.
Edelweiss Mutual Fund
Edelweiss Mid Cap Fund OptionHDFC Mutual Fund
HDFC Mid Cap Fund Option