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Snapshot
Snapshot
Nippon India Growth Mid Cap Fund - (IDCW)
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Summary
Fund Name : Nippon India Mutual Fund
Scheme Name : Nippon India Growth Mid Cap Fund - (IDCW)
AMC : Nippon India Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 25-Sep-95
Fund Manager : Rupesh Patel
Net Assets:(Rs. cr) 47415.41
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 90 % NA
Date 05-Mar-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -97.07 -97.08 -96.79 -96.97 -96.85 -62.60 -40.67 4.22
Category Avg -8.81 -8.06 -0.80 -10.25 -7.27 7.18 7.76 11.93
Category Best 6.37 13.20 31.93 30.63 30.15 44.40 25.53 44.11
Category Worst -97.07 -97.08 -96.81 -97.10 -96.93 -63.47 -42.65 -14.00
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9631 5.2040 0.9618 1.6702 0.0196
Asset Allocation
Holdings
Company Name% Hold
BSE 3.32
Fortis Health. 2.68
Federal Bank 2.50
AU Small Finance 2.28
Bharat Forge 2.25
Eternal 2.17
Info Edg.(India) 2.10
Power Fin.Corpn. 2.01
GE Vernova T&D 1.95
B H E L 1.85
ICICI Bank 1.85
Varun Beverages 1.82
Voltas 1.82
Chola Financial 1.80
Persistent Syste 1.80
Max Financial 1.73
Mankind Pharma 1.70
NTPC Green Ene. 1.69
Indus Towers 1.68
Cummins India 1.61
Samvardh. Mothe. 1.60
Tube Investments 1.59
One 97 1.56
Multi Comm. Exc. 1.50
Ashok Leyland 1.44
Indian Bank 1.41
Max Healthcare 1.36
Alkem Lab 1.35
Gland Pharma 1.33
ICICI Lombard 1.28
NLC India 1.18
NTPC 1.14
APL Apollo Tubes 1.12
Angel One 1.10
Dixon Technolog. 1.09
Prestige Estates 1.08
Indian Hotels Co 1.07
Lupin 1.05
Torrent Power 1.05
ZF Commercial 1.05
Ipca Labs. 1.00
CG Power & Ind 0.99
HDB FINANC SER 0.99
Trent 0.95
FSN E-Commerce 0.93
H P C L 0.92
Supreme Inds. 0.91
Vishal Mega Mart 0.90
Bharat Electron 0.87
Sundaram Finance 0.86
HDFC AMC 0.82
Radico Khaitan 0.81
Schaeffler India 0.78
Union Bank (I) 0.78
Page Industries 0.77
Endurance Tech. 0.75
Balkrishna Inds 0.74
REC Ltd 0.71
United Breweries 0.69
M & M Fin. Serv. 0.67
Carborundum Uni. 0.67
Swiggy 0.66
Dalmia BharatLtd 0.66
Gujarat Gas 0.65
Jubilant Food. 0.64
Blue Star 0.61
MTAR Technologie 0.61
ITC Hotels 0.59
Interglobe Aviat 0.56
Colgate-Palmoliv 0.56
LG Electronics 0.56
Mphasis 0.53
Container Corpn. 0.51
Hind.Aeronautics 0.50
Astral 0.50
Timken India 0.49
Prudent Corp. 0.49
Gujarat Fluoroch 0.46
Coromandel Inter 0.45
Devyani Intl. 0.43
Bank of India 0.43
NMDC 0.42
3M India 0.42
Sanofi Consumer 0.40
Sundram Fasten. 0.38
Crompton Gr. Con 0.36
J K Cements 0.33
Bayer Crop Sci. 0.29
Bata India 0.27
Glaxosmi. Pharma 0.26
Tata Comm 0.24
Apar Inds. 0.24
Deepak Nitrite 0.23
Restaurant Brand 0.22
ICICI AMC 0.16
Sanofi India 0.12
Globsyn Techno 0.00
TREPS 1.17
Net CA & Others -0.13
Cash Margin - Derivatives 0.26
C C I 0.00
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