Nippon India Mutual Fund · Index Funds · Equity Index · Direct plan
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +13.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.1%.
On 3-year return it ranks 27 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹11,916 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.6% | +1.9% |
| 3 months | -8.5% | -5.1% |
| 6 months | -4.0% | -3.2% |
| 1 year | -4.5% | -10.2% |
| 3 years (yearly) | +13.4% | +7.4% |
| 5 years (yearly) | +13.4% | +6.5% |
| Since start (yearly) | +17.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,685 | -7.2% |
| 3 years | ₹3,60,000 | ₹3,80,483 | +3.5% |
| 5 years | ₹5,90,000 | ₹7,96,180 | +11.8% |
Top holdings (30 Sept 2026)
Fund size ₹2,675 crore · 149 holdings · 99% in equity
| Company | Industry | Weight |
|---|---|---|
| Multi Commodity Exchange of India Limited | Capital Markets | 2.08% |
| The Federal Bank Limited | Banks | 1.94% |
| Laurus Labs Limited | Pharmaceuticals & Biotechnology | 1.91% |
| One 97 Communications Limited | Financial Technology (Fintech) | 1.79% |
| Hero MotoCorp Limited | Automobiles | 1.68% |
| The Indian Hotels Company Limited | Leisure Services | 1.58% |
| Coforge Limited | IT - Software | 1.51% |
| Bharat Heavy Electricals Limited | Electrical Equipment | 1.50% |
| IndusInd Bank Limited | Banks | 1.47% |
| AU Small Finance Bank Limited | Banks | 1.45% |
| Persistent Systems Limited | IT - Software | 1.42% |
| Dixon Technologies (India) Limited | Consumer Durables | 1.35% |
| IDFC First Bank Limited | Banks | 1.34% |
| Bharat Forge Limited | Auto Components | 1.33% |
| GE Vernova T&D India Limited | Electrical Equipment | 1.29% |
Largest industries: Banks 7.8%, Pharmaceuticals & Biotechnology 7.3%, Retailing 5.1%, Electrical Equipment 4.8%, IT - Software 3.6%, Capital Markets 3.4%.
Other plan of this fund: Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth