FundLens
68
Mid CapBuy

Nippon India Gr Mid Cap

Nippon India · Direct–Growth · rank #10 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
10.5%
+0.7% vs index
3 Years
19.4%
+2.9% vs index
5 Years
18.9%
+2.0% vs index
Since launch
18.2%

Year-by-year performance

last entry = YTD
2021
+47.6%
2022
+6.7%
2023
+49.8%
2024
+27.9%
2025
+4.5%
2026
+7.2%

Why this score

Nippon India Gr Mid Cap scores 68/100 — #10 of 34 Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 72% of peers on 3y return. The main drag is its volatility (better than only 27% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

3Y return19.37% · 72nd percentile in category
5Y return18.85% · 71st percentile in category
Fund size50750.81 Cr · 93rd percentile in category
Sharpe ratio1.01 · 74th percentile in category
Volatility18.15 · 27th percentile in category
Expense ratio0.80% · 74th percentile in category

Top holdings

top 5 = 13.5% of portfolio
1.The Federal Bank Ltd2.9%
2.AU Small Finance Bank Ltd2.74%
3.BSE Ltd2.73%
4.Info Edge (India) Ltd2.61%
5.Fortis Healthcare Ltd2.55%

99 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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