59
Index — Mid CapHold
Nippon India Nifty Midcap 150 Index
Nippon India · Direct–Growth · rank #8 of 24 by Smart Score
Data updated
Trailing returns
1 Year
9.9%
-0.1% vs index
3 Years
16.0%
-0.2% vs index
5 Years
16.5%
-0.3% vs index
Since launch
19.6%
Year-by-year performance
2022
+3.4%-0.3% vs index
2023
+44.0%-0.3% vs index
2024
+23.8%-0.4% vs index
2025
+5.6%-0.2% vs index
2026
+4.3%-0.1% vs index
Why this score
Nippon India Nifty Midcap 150 Index scores 59/100 — #8 of 24 Index — Mid Cap fund (Hold). It stands out for fund size and 3y return — beating 94% of peers on fund size. The main drag is its 5y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
5Y return16.53% · 17th percentile in category
Fund size2727.38 Cr · 94th percentile in category
3Y return15.97% · 65th percentile in category
Sharpe ratio0.55 · 68th percentile in category
Sortino ratio0.74 · 76th percentile in category
Expense ratio0.37% · 69th percentile in category
Top holdings
1.BSE Ltd3.59%
2.The Federal Bank Ltd2.13%
3.Laurus Labs Ltd1.7%
4.Hero Motocorp Ltd1.68%
5.Multi Commodity Exchange Of India Ltd1.65%
149 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.