Nippon India Nifty Mid Cap 150 Index Fund Direct Growth

Scheme code: INF204KB18Z7 NAV value: ₹ 23.2635 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-6.1962.1513.1120.749.23
3 year16.2330.7623.6724.0915.72
5 year17.5120.4718.7018.9215.28

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6120.74
3 year 6.2830.9515.0424.09
5 year 8.3826.0214.2218.92
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4920.74
3 year 6.5619.6413.5724.09
5 year 9.2212.2910.7518.92
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7520.74
3 year 7.6821.4915.0624.09
5 year 10.3713.511.9318.92
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1620.74
3 year 8.0432.0317.8124.09
5 year 8.1828.6415.3418.92
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,663 - Absolute Returns: ₹93,663 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,01,543 - Absolute Returns: ₹15,01,543 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,81,040 - Absolute Returns: ₹32,81,040 - CAGR: %

Drawdown Metrics

Max Drawdown

-21.44 %

Drawdown Duration

8 months

Recovery Time

3 months

Avg Drawdown

-4.54 %

Calmar Ratio by Duration

1 Y

0.9674

3 Y

1.1236

5 Y

0.8825

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 8.24 1.07 114.4 103.7 12.06 % 4.00 %
3 years 10.04 1.04 109.3 96.4 21.49 % 11.28 %
5 years 8.13 0.98 99.6 89.2 17.51 % 9.44 %
7 years 6.17 0.97 99.3 88.4 12.75 % 6.58 %
10 years 4.13 0.97 99.3 88.4 8.76 % 4.56 %
12 years 3.37 0.97 99.3 88.4 7.25 % 3.79 %
15 years 2.62 0.97 99.3 88.4 5.76 % 3.02 %