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Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option is an equity scheme managed by Nippon India Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 27.10%, with the bottom and top quartiles at 24.65% and 30.24% respectively. It has ranked in the top half of its category for 7 of the last 12 reported years. The total expense ratio is 1.54% on assets of ₹45,820Cr. The fund is currently managed by Rupesh Patel, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BSE Limited | Financial Services | 4.21% |
| Fortis Healthcare Limited | Healthcare | 2.76% |
| The Federal Bank Limited | Financial Services | 2.57% |
| AU Small Finance Bank Limited | Financial Services | 2.44% |
| Bharat Forge Limited | Consumer Cyclical | 2.24% |
| Power Finance Corporation Limited | Financial Services | 2.17% |
| Voltas Limited | Consumer Cyclical | 2.16% |
| ICICI Bank Limited | Financial Services | 1.93% |
| GE Vernova T&D India Limited | Industrials | 1.88% |
| NTPC Green Energy Limited | Utilities | 1.85% |
| Cholamandalam Financial Holdings Limited | Financial Services | 1.83% |
| Varun Beverages Limited | Consumer Defensive | 1.78% |
| Persistent Systems Limited | Technology | 1.72% |
| Max Financial Services Limited | Financial Services | 1.70% |
| Eternal Limited | Consumer Cyclical | 1.67% |
| Bharat Heavy Electricals Limited | Industrials | 1.62% |
| Indus Towers Limited | Communication Services | 1.61% |
| Ashok Leyland Limited | Industrials | 1.56% |
| Multi Commodity Exchange of India Limited | Financial Services | 1.56% |
| Tube Investments of India Limited | Industrials | 1.49% |
| Indian Bank | Financial Services | 1.49% |
| Cummins India Limited | Industrials | 1.49% |
| Samvardhana Motherson International Limited | Consumer Cyclical | 1.38% |
| Max Healthcare Institute Limited | Healthcare | 1.37% |
| Alkem Laboratories Limited | Healthcare | 1.37% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 6 | 9.67% |
| Auto Components | 8 | 8.58% |
| Capital Markets | 6 | 8.35% |
| Finance | 6 | 7.45% |
| Pharmaceuticals & Biotechnology | 8 | 6.73% |
| Retailing | 6 | 6.24% |
| Power | 4 | 5.51% |
| Electrical Equipment | 5 | 5.44% |
| Industrial Products | 6 | 5.29% |
| Consumer Durables | 6 | 5.22% |
| Healthcare Services | 2 | 4.13% |
| Beverages | 3 | 3.24% |
| Insurance | 2 | 2.74% |
| Leisure Services | 5 | 2.59% |
| IT - Software | 2 | 2.27% |
| Telecom - Services | 2 | 1.81% |
| Agricultural, Commercial & Construction Vehicles | 1 | 1.56% |
| Aerospace & Defense | 2 | 1.46% |
| Financial Technology (Fintech) | 1 | 1.32% |
| Realty | 1 | 1.15% |
| Transport Services | 2 | 1.14% |
| Cement & Cement Products | 2 | 1.10% |
| Gas | 2 | 0.89% |
| Petroleum Products | 1 | 0.86% |
| Fertilizers & Agrochemicals | 2 | 0.84% |
| Textiles & Apparels | 1 | 0.77% |
| Chemicals & Petrochemicals | 2 | 0.73% |
| Personal Products | 1 | 0.59% |
| Minerals & Mining | 1 | 0.44% |
| Diversified | 1 | 0.44% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -4.27% | 7.62% | 22.25% | 50.41% | 91.11% | 97.0% |
| 3Y | 18.57% | 24.65% | 27.10% | 30.24% | 36.01% | 100.0% |
| 5Y | 19.53% | 22.52% | 26.12% | 29.53% | 34.19% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 24.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| HSBC Midcap Fund - Regular Growth | HSBC Mutual Fund | ₹13,387 Cr | 3.59% | +26.32% | — | 5★ |
| WhiteOak Capital Mid Cap Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹5,293 Cr | 0.72% | +25.45% | — | 5★ |
| Invesco India Midcap Fund - Direct Plan - Growth Option | Invesco Mutual Fund | ₹11,767 Cr | 1.04% | +25.12% | +21.10% | 5★ |
| ICICI Prudential MidCap Fund - Growth | ICICI Prudential Mutual Fund | ₹7,557 Cr | 1.77% | +24.94% | +18.96% | 5★ |
| Edelweiss Mid Cap Fund - Direct Plan - IDCW Option | Edelweiss Mutual Fund | ₹15,911 Cr | 0.60% | +24.48% | +19.98% | 5★ |
| Edelweiss Mid Cap Fund - Direct Plan - Growth Option | Edelweiss Mutual Fund | ₹15,911 Cr | 0.60% | +24.48% | +21.16% | 5★ |
| ITI Mid Cap Fund - Direct Plan - Growth Option | ITI Mutual Fund | ₹1,358 Cr | 0.57% | +24.19% | +17.90% | 4★ |
| Mahindra Manulife Mid Cap Fund - Direct Plan -Growth | Mahindra Manulife Mutual Fund | ₹4,688 Cr | 0.91% | +24.11% | +20.48% | 5★ |
| Invesco India Midcap Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹11,767 Cr | 2.17% | +23.61% | +19.55% | 4★ |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹5,293 Cr | 2.02% | +23.60% | — | 5★ |