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 | -6.19 | 62.15 | 13.11 | 20.74 | 9.23 |
| 3 year | 16.23 | 30.76 | 23.67 | 24.09 | 15.72 |
| 5 year | 17.51 | 20.47 | 18.70 | 18.92 | 15.28 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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 % |