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Nippon India Power & Infra 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 32.86%, with the bottom and top quartiles at 27.16% and 36.52% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.78% on assets of ₹7,707Cr. The fund is currently managed by Rahul Modi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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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 |
|---|
| Reliance Industries Limited | Energy | 8.65% |
| Larsen & Toubro Limited | Industrials | 7.01% |
| NTPC Limited | Utilities | 6.81% |
| NTPC Green Energy Limited | Utilities | 3.73% |
| Tata Power Company Limited | Utilities | 3.43% |
| Bharat Heavy Electricals Limited | Industrials | 3.18% |
| Triveni Turbine Limited | Industrials | 2.29% |
| CG Power and Industrial Solutions Limited | Industrials | 2.29% |
| Power Finance Corporation Limited | Financial Services | 2.27% |
| UltraTech Cement Limited | Basic Materials | 2.25% |
| Hindustan Aeronautics Limited | Industrials | 2.21% |
| Bharti Airtel Limited | Communication Services | 2.08% |
| Apollo Hospitals Enterprise Limited | Healthcare | 1.98% |
| NLC India Limited | Utilities | 1.92% |
| Carborundum Universal Limited | Industrials | 1.85% |
| Samvardhana Motherson International Limited | Consumer Cyclical | 1.74% |
| Kaynes Technology India Limited | Technology | 1.68% |
| Voltas Limited | Consumer Cyclical | 1.64% |
| Cummins India Limited | Industrials | 1.53% |
| Bharat Forge Limited | Consumer Cyclical | 1.50% |
| CESC Limited | Utilities | 1.49% |
| MTAR Technologies Limited | Industrials | 1.29% |
| Amber Enterprises India Limited | Consumer Cyclical | 1.23% |
| Adani Ports and Special Economic Zone Limited | Industrials | 1.10% |
| PTC India Limited | Utilities | 1.06% |
| Sector | Holdings | Weight |
|---|---|---|
| Power | 9 | 20.18% |
| Electrical Equipment | 12 | 15.38% |
| Petroleum Products | 2 | 8.75% |
| Construction | 4 | 8.44% |
| Auto Components | 7 | 6.31% |
| Industrial Products | 5 | 5.31% |
| Aerospace & Defense | 5 | 4.85% |
| Cement & Cement Products | 4 | 4.53% |
| Consumer Durables | 3 | 3.74% |
| Finance | 4 | 3.58% |
| Industrial Manufacturing | 3 | 2.68% |
| Healthcare Services | 2 | 2.11% |
| Telecom - Services | 1 | 2.08% |
| Transport Services | 3 | 1.78% |
| Transport Infrastructure | 2 | 1.70% |
| Realty | 2 | 1.65% |
| Leisure Services | 2 | 1.29% |
| Automobiles | 1 | 1.01% |
| Ferrous Metals | 2 | 0.91% |
| Oil | 1 | 0.91% |
| Consumable Fuels | 2 | 0.82% |
| Gas | 1 | 0.68% |
| Agricultural, Commercial & Construction Vehicles | 1 | 0.37% |
| Commercial Services & Supplies | 1 | 0.21% |
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 | -10.82% | 6.28% | 24.50% | 56.75% | 91.00% | 86.6% |
| 3Y | 22.75% | 27.16% | 32.86% | 36.52% | 40.88% | 100.0% |
| 5Y | 21.46% | 24.36% | 28.45% | 31.80% | 35.48% | 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 41.9% 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 |
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| Star |
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