Nippon India Growth Fund-Growth Plan-Bonus Option
(Erstwhile Reliance Growth Fund-Growth Plan-Bonus Option)
Fund House: Nippon India Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 02-09-2003 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.62% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 33,155.97 Cr As on 31-03-2025(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. |
646.64
-1.09 (-0.1691%)
30.15%
Benchmark: 17.53%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
0 Years 4 Months
2 Years 7 Months
3 Years 9 Months
10 Years 8 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 | 16.71 |
| Sharpe Ratio | 0.88 |
| Alpha | 2.15 |
| Beta | 0.95 |
| 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-Bonus Option | 02-09-2003 | 14.19 | 34.49 | 23.9 | 34.1 | 17.61 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 19.29 | 34.87 | 23.11 | 31.08 | 16.88 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.38 | 34.62 | 23.14 | 34.15 | 17.63 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 15.47 | 31.77 | 21.8 | 28.88 | 14.96 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 14.36 | 36.43 | 26.61 | 37.5 | 17.65 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 14.19 | 34.49 | 23.9 | 34.1 | 17.6 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 14.03 | 32.69 | 22.4 | 30.13 | 14.91 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.95 | 33.08 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 13.73 | 26.84 | 18.81 | 30.95 | 17.06 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 11.66 | 32.1 | 24.52 | 33.93 | 17.29 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.75%
Others
1.11%
Large Cap
20.47%
Mid Cap
65.67%
