Nippon India Growth Fund-Growth Plan-Growth Option

(Erstwhile Reliance Growth Fund-Growth Plan-Growth Option)
Fund House: Nippon India Mutual Fund
Category: Equity: Mid Cap
Launch Date: 05-10-1995
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.63% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 26,821.89 Cr As on (30-04-2024)
Turn over: 20% | Exit Load: Exit load of 1% if redeemed within 1 months

3616.6821

22.83%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 9 Months
4 Years 3 Months
7 Years 10 Months
9 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.2
Sharpe Ratio 1.58
Alpha 3.0
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 59.48 38.96 29.54 26.17 19.23
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 79.99 42.97 33.51 33.97 20.88
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 73.9 42.94 25.23 - -
JM Midcap Fund (Regular) - Growth 21-11-2022 71.77 - - - -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 66.17 39.23 27.89 27.02 -
HSBC Midcap Fund - Regular Growth 09-08-2004 63.42 36.36 23.79 21.42 19.34
ICICI Prudential MidCap Fund - Growth 10-10-2004 61.97 36.02 25.4 22.91 18.42
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 58.16 36.63 25.73 24.21 19.88
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 58.07 37.23 26.46 21.12 17.75
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 57.63 41.75 28.96 25.58 20.33

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.67%

Others

2.35%

Large Cap

19.25%

Mid Cap

64.73%

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