Nippon India Growth Fund - Growth

Q: What are the returns of Nippon India Growth Fund?

The Nippon India Growth Fund is a 29 yrs 7 m old fund and has delivered average annual returns of 22.24% since inception. Nippon India Growth Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 9.65% 22.95% 33.15% 17.28% 22.24%

NAV as of Apr 25, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹3802.7809-2.1% 1 day change	22.24% p.a.	#NA View Ranked Funds	4

Historical NAV & returns

NAV: ₹3802.7809 as on Apr 25, 2025

This fund Category average

Nippon India Growth Fund overview

VRO rating	4
Expense ratio	1.58% as on Mar 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 months!
AUM (Fund size)	₹33,175 Crs
Lock-in	No Lockin
Age	29 yrs 7 m since Sep 25, 1995
Benchmark	NIFTY Midcap 150 TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Nippon India Growth Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Apr 28, 2025

Period	This fund	Category average
1 month	2.46%	1.74%
3 months	4.88%	2.69%
6 months	-4.9%	-6.59%
1 year	9.65%	6.57%
3 years	22.95%	18.64%
5 years	33.15%	29.19%
7 years	18.46%	15.48%
10 years	17.28%	15.57%

Asset allocationas on Mar 31, 2025

Large Cap 20.47023%

Mid Cap 65.672849%

Small Cap 12.746921%

Other Cap 0.0%

Top holdings

BSE Ltd.3.13%

Cholamandalam Financial Holdings Ltd.2.82%

Fortis Healthcare Ltd.2.79%

Persistent Systems Ltd.2.73%

Top sectors

Financial 18.599999999999998%

Services 15.639999999999999%

Healthcare 11.97%

Automobile 10.049999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 1.27%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Nippon India Growth Fund	N.A.	₹33,175 Crs	29 yrs 7 m	1.58%
Motilal Oswal Midcap Fund	N.A.	₹26,028 Crs	11 yrs 2 m	0.64%
Nippon India Growth Fund	N.A.	₹33,175 Crs	12 yrs 3 m	0.74%
HDFC Mid-Cap Opportunities Fund	N.A.	₹72,610 Crs	12 yrs 3 m	0.89%
Quant Mid Cap Fund	N.A.	₹8,356 Crs	12 yrs 3 m	0.63%
Kotak Emerging Equity Fund	N.A.	₹48,129 Crs	12 yrs 3 m	0.46%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India Growth Fund	2.46%	-4.9%	9.65%	22.95%	33.15%	17.28%
Motilal Oswal Midcap Fund	0.53%	-10.16%	13.37%	27.18%	38.0%	19.09%
Nippon India Growth Fund	2.53%	-4.51%	10.53%	23.93%	34.18%	18.15%
HDFC Mid-Cap Opportunities Fund	1.85%	-4.07%	9.22%	24.99%	33.66%	18.2%
Quant Mid Cap Fund	2.81%	-6.5%	-7.43%	19.8%	35.23%	17.67%
Kotak Emerging Equity Fund	1.29%	-7.47%	10.65%	19.37%	31.29%	18.42%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Nippon India Growth Fund	16.68	0.94	0.94	1.44
Motilal Oswal Midcap Fund	18.77	0.9	1.12	1.43
Nippon India Growth Fund	16.69	0.94	0.99	1.51
HDFC Mid-Cap Opportunities Fund	15.54	0.88	1.12	1.69
Quant Mid Cap Fund	18.18	0.97	0.71	1.04
Kotak Emerging Equity Fund	16.46	0.91	0.8	1.06

View all Mid Cap funds

Key risk & return ratios Compared to other funds in the category

Alpha	2.49 vs. 5.73 Underperformed at beating benchmark
Sharpe	0.94 vs. 6.06 Poor risk-adjusted returns
Beta	0.94 vs. 0.88 More sensitive to market's ups & downs
Standard deviation	16.68 vs. 13.95 More volatile performance

Compare Nippon India Growth Fund in detail with

About this fund

About Nippon India Growth Fund

Nippon India Growth Fund - Growth is a Mid Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 29 yrs 7 m, having been launched on 25/09/1995. Nippon India Growth Fund - Growth has ₹33,175 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Nippon India Growth Fund - Growth as of 25/04/2025 is ₹3802.78. The fund has an expense ratio of 1.58%, which is higher than what most other Mid Cap funds charge.

Nippon India Growth Fund - Growth returns of last 1-year are 11.26%. Since launch, it has delivered 22.25% average annual returns. The fund has doubled the money invested in it every 3 yrs.
Nippon India Growth Fund - Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is high.
The fund has the majority of its money invested in Financial, Services, Healthcare, Automobile, Capital Goods sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in BSE Ltd., Cholamandalam Financial Holdings Ltd., Fortis Healthcare Ltd., Persistent Systems Ltd., Voltas Ltd..

...

Fund AUM	₹33,175 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Rupesh Patel

Mr. Rupesh is a B.E.(Civil) and MBA (Finance) Prior to joining Nippon India Mutual Fund, he has worked with Tata Asset Management Limited, Indiareit Fund Advisors Pvt. Ltd. and Credit Analysis & Research Ltd.

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.

Nippon India Mutual Fund details

No. of schemes	65 view all schemes
Total AUM	₹5,61,387 Crs as on Mar 31, 2025
Address	4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai, 400013

More funds from Nippon India Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Nippon India Small Cap Fund	N.A.	₹55,491 Crs	1.61%	39.54%
Nippon India Power & Infra Fund	N.A.	₹6,849 Crs	-0.58%	36.14%
Nippon India Growth Fund	N.A.	₹33,175 Crs	10.53%	34.18%
Nippon India Multi Cap Fund	N.A.	₹38,637 Crs	5.77%	33.04%
Nippon India Value Fund	N.A.	₹8,101 Crs	6.68%	30.71%
Nippon India Banking & Financial Services Fund	N.A.	₹6,566 Crs	15.71%	29.52%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Nippon India Growth Fund?

The current Net Asset Value (NAV) of the Nippon India Growth Fund - Direct Growth plan is approximately ₹3802.7809 as of Apr 25, 2025.

What are the returns of this mutual fund scheme?

The Nippon India Growth Fund is a 29 yrs 7 m old fund and has delivered average annual returns of 22.24% since inception.

Nippon India Growth Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
9.65%	22.95%	33.15%	17.28%	22.24%

How much does this mutual fund charge as expense ratio?

The Nippon India Growth Fund - Direct Growth has an expense ratio of 1.58%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Nippon India Growth Fund currently has assets under management (AUM) or fund size valued at approximately ₹33,175 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Nippon India Growth Fund?

The Nippon India Growth Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
BSE Ltd.	3.13%
Cholamandalam Financial Holdings Ltd.	2.82%
Fortis Healthcare Ltd.	2.79%
Persistent Systems Ltd.	2.73%
Voltas Ltd.	2.52%
Power Finance Corporation Ltd.	2.5%
The Federal Bank Ltd.	2.32%
Max Healthcare Institute Ltd.	2.08%
Varun Beverages Ltd.	1.94%
Bharat Forge Ltd.	1.92%

What are the top sectors Nippon India Growth Fund has invested in?

The Nippon India Growth Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	18.599999999999998%
Services	15.639999999999999%
Healthcare	11.97%
Automobile	10.049999999999999%
Capital Goods	9.530000000000001%
Energy	6.8599999999999985%
Technology	3.95%
Consumer Discretionary	3.86%
Consumer Staples	3.63%
Materials	3.4400000000000004%

What is risk level of Nippon India Growth Fund?

This is a Mid Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Nippon India Growth Fund?

Nippon India Growth Fund - Growth is the regular plan of the fund. For this plan of you pay 1.58% as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.74%. That's 0.8400000000000001% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 0.8400000000000001% if you opt for direct plan of Nippon India Growth Fund

How can I redeem my investments in Nippon India Growth Fund?

Redeeming your investments in Nippon India Growth Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Nippon India Growth Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Mid Cap

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
Chance: This fund has generated a 13.52% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1% if redeemed within 1 months