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Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Bonus 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 28.13%, with the bottom and top quartiles at 25.65% and 31.31% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.81% 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 85% of its portfolio classified as of 2026-05-29.
| 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.
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 LTD. | Financial Services | 2.17% |
| VOLTAS LIMITED | Consumer Cyclical | 2.16% |
| ICICI BANK LIMITED | Financial Services | 1.93% |
| NTPC GREEN ENERGY LIMITED | Utilities | 1.85% |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED | Financial Services | 1.83% |
| Varun Beverages Ltd | Consumer Defensive | 1.78% |
| Persistent Systems Ltd | Technology | 1.72% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 1.70% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 1.62% |
| INDUS TOWERS LIMITED | Communication Services | 1.61% |
| ASHOK LEYLAND LIMITED | Industrials | 1.56% |
| CUMMINS INDIA LIMITED | Industrials | 1.49% |
| INDIAN BANK | Financial Services | 1.49% |
| TUBE INVESTMENTS OF INDIA LIMITED | Industrials | 1.49% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 1.38% |
| ALKEM LABORATORIES LIMITED | Healthcare | 1.37% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 1.37% |
| TORRENT POWER LIMITED | Utilities | 1.33% |
| LUPIN LIMITED | Healthcare | 1.28% |
| NTPC LIMITED | Utilities | 1.22% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 16 | 29.53% |
| Capital Goods | — | 13.75% |
| Healthcare | 10 | 10.86% |
| Consumer Services | — | 8.83% |
| Automobile and Auto Components | — | 8.58% |
| Power | — | 5.51% |
| Consumer Durables | — | 5.22% |
| Fast Moving Consumer Goods | — | 3.83% |
| Information Technology | — | 2.27% |
| Telecommunication | — | 1.81% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.48% | 8.52% | 23.48% | 51.62% | 92.50% | 98.3% |
| 3Y | 19.52% | 25.65% | 28.13% | 31.31% | 37.05% | 100.0% |
| 5Y | 20.48% | 23.50% | 27.12% | 30.55% | 35.24% | 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.
What an investor SIPping into this fund actually got during named market shocks.
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.