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: 1.59% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 33,922.4 Cr As on 31-10-2024(Source:AMFI)
Turn over: 20% | Exit Load: levied on the Units redeemed will be the rate prevailing at the time of the allotment of the Units. For Special products registrations, load for each transaction is based on the load structure applicable as on the registration date.

4192.0957

22.99%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 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 14.67
Sharpe Ratio 1.18
Alpha 3.19
Beta 0.9
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 36.73 36.68 28.09 30.28 18.41
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 63.42 45.57 36.6 33.64 20.69
Invesco India Midcap Fund - Growth Option 19-04-2007 49.15 37.43 26.2 28.76 18.06
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 46.84 37.42 27.56 31.21 19.1
HSBC Midcap Fund - Regular Growth 09-08-2004 45.61 38.94 26.8 25.95 17.59
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 41.86 35.86 24.14 - -
Kotak Emerging Equity Scheme - Growth 30-03-2007 39.82 32.39 24.31 28.05 18.87
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 39.43 35.3 26.38 25.55 16.21
Franklin India Prima Fund-Growth 01-12-1993 39.32 33.29 23.63 24.15 16.23
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 39.24 37.82 26.88 29.08 -

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

12.8%

Others

2.73%

Large Cap

17.86%

Mid Cap

66.61%

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