Nippon India Growth Mid Cap Fund - Direct Plan - Growth Option
code 118668 Mid Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.77% | -5.34% | -7.02% | 1.67% | 2026-10-09 → 2026-11-09 |
| 3M | -3.46% | -2.70% | -3.44% | 0.74% | 2026-08-07 → 2026-11-09 |
| 6M | -0.47% | 10.69% | 9.90% | 0.79% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.73% | 6.80% | 4.81% | 1.99% | 2025-11-07 → 2026-11-09 |
| 3Y | 17.01% | 16.91% | 13.65% | 3.25% | 2023-11-09 → 2026-11-09 |
| 5Y | 16.10% | 17.15% | 14.85% | 2.30% | 2021-11-09 → 2026-11-09 |
| 7Y | 22.73% | 22.59% | 21.16% | 1.44% | 2019-11-08 → 2026-11-09 |
| 10Y | 18.16% | 18.02% | 16.76% | 1.26% | 2016-11-09 → 2026-11-09 |
| since inception | 17.74% | 17.72% | 17.51% | 0.21% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 55.98% | 7.05% | 4.37% | 45.32% | -10.26% | 7.43% | 22.90% | 47.56% | 6.67% | 49.76% | 27.93% | 4.45% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 22.54% | 15.45% | -27.59% | 96.36% | 87% | 52% |
| 3 years | 2,643 | 20.08% | 21.96% | -5.55% | 38.69% | 97% | 65% |
| 5 years | 2,150 | 19.23% | 18.56% | 0.53% | 37.05% | 100% | 59% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 16.40% | 16.04% | 17.08% |
| volatility | 18.33% | 16.56% | 19.25% |
| max drawdown | -19.87% | -19.87% | -35.32% |
| downside deviation | 11.66% | 10.24% | 13.37% |
| Sharpe ratio | 0.60 | 0.64 | 0.64 |
| Sortino ratio | 0.94 | 1.03 | 0.93 |
| Calmar ratio | 0.83 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★★★☆ (3y ★★★★☆ · 5y ★★★★☆ · 10y ★★★★☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 33rd | 20th | 13th |
| volatility | 50th | 48th | 82nd |
| Sharpe | 43rd | 20th | 19th |
| Sortino | 33rd | 20th | 19th |
| worst fall | 25th | 15th | 38th |
| risk-adjusted return (MRAR) | 33rd | 20th | 19th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.