Nippon India Growth Fund-Growth Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 05-10-1995
AUM:
₹ 26,821.89 Cr
Expense Ratio
1.63%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF204K01323
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rupesh Patel, Sanjay Doshi, Kinjal Desai
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Nippon India Growth Fund-Growth Plan-Growth Option | 54.34 | 29.4 | 26.4 |
| NIFTY MIDCAP 150 TRI | 52.83 | 26.69 | 26.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
3452.0645
Last change
25.25 (0.7314%)
Fund Size (AUM)
₹ 26,821.89 Cr
Performance
22.65% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.
Fund Manager
Rupesh Patel, Sanjay Doshi, Kinjal Desai
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Power Finance Corporation Ltd. | 3.46 |
| Cholamandalam Financial Holdings Ltd. | 2.46 |
| Voltas Ltd. | 2.41 |
| Supreme Industries Ltd. | 2.27 |
| Varun Beverages Ltd. | 2.21 |
| Fortis Healthcare Ltd. | 2.16 |
| NTPC Ltd. | 2.05 |
| Max Financial Services Ltd. | 1.92 |
| Prestige Estates Projects Ltd. | 1.92 |
| REC Ltd. | 1.89 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 19.98 |
| Services | 14.22 |
| Healthcare | 11.45 |
| Automobile | 10.64 |
| Capital Goods | 8.47 |
| Materials | 5.71 |
| Energy | 5.3 |
| Consumer Staples | 3.98 |
| Chemicals | 3.81 |
| Consumer Discretionary | 3.65 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Nippon India Growth Fund Gr Gr | 26.4 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |
| Tata Mid Cap Gr Fund Reg Gr | 24.19 |