Nippon India Mutual Fund
Nippon India Growth Mid Cap Fund Growth Plan - Bonus Option6.3Q1★5
- NAV
- ₹790.84
- Expense
- 0.77%
- AUM
- —
- 1Y
- +12.1%
- 3Y
- +27.4%
- 5Y
- +24.0%
#2 of 10
Min SIP: ₹100Ideal: 7+ years
Motilal Oswal Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.98% | +6.92% | -0.47% | -11.96% | -2.25% | +23.08% | +25.00% | +17.69% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-12.09%
₹1.12 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
-2.25%
Rank #10 of 10
Category average (1Y)
+8.03%
Quartile Q4
Beats 0% of mid cap funds on 1Y return.
Significantly underperforming category
Returned -2.3% vs category average of 8.0% (1Y) — underperforming by 10.3%.
Bottom quartile performer
Ranked #10 of 10 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.49 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
Estimated corpus
₹5.99 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return -2.3% · Risk (std dev) 17.8%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.49 confirms poor risk-adjusted returns.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Nippon India Mutual Fund
Nippon India Growth Mid Cap Fund Growth Plan - Bonus OptionNippon India Mutual Fund
Nippon India Growth Mid Cap Fund Growth Plan Option💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Mid-cap companies (rank 101-250) offer higher growth potential with significantly more volatility.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
This fund has returned -2.3% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
If the broader market falls 20%, this fund is expected to fall about 32.2%.
Based on 1Y max drawdown of -24.1% versus a typical market correction of ~-15%. Historical fall ratio ≈ 1.61× market. Below-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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