Nippon India Growth Fund Overview
Category	Mid Cap Fund
BMSMONEY Rank	5
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹4050.7_(R)		-2.35%	₹4416.21_(D)	-2.35%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	31.39%	27.66%	29.19%	19.37%	18.39%
LumpSum_(D)	32.46%	28.67%	30.18%	20.25%	19.27%
SIP_(R)	-28.2%	28.92%	31.03%	26.79%	22.21%
SIP_(D)	-27.55%	30.0%	32.08%	27.72%	23.07%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	1.28	0.73	1.32	5.59%	0.22
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	14.36%	-17.42%	-9.88%	0.85	9.86%

Top Mid Cap Fund
Fund Name	Rank	Rating
Motilal Oswal Midcap Fund	1
Edelweiss Mid Cap Fund	2
Kotak Emerging Equity Fund	3
Hdfc Mid Cap Opportunities Fund	4
Nippon India Growth Fund	5

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
NIPPON INDIA GROWTH FUND - IDCW Option	127.6	-3.0700	-2.3500%
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option	199.32	-4.8000	-2.3500%
Nippon India Growth Fund-Growth Plan-Bonus Option	674.32	-16.2500	-2.3500%
Nippon India Growth Fund - Direct Plan Growth Plan - Bonus Option	733.69	-17.6600	-2.3500%
NIPPON INDIA GROWTH FUND - INSTITUTIONAL Plan - IDCW Option	1402.26	-33.7700	-2.3500%
Nippon India Growth Fund-Growth Plan-Growth Option	4050.7	-97.6000	-2.3500%
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Option	4416.21	-106.3100	-2.3500%

Review Date: 20-12-2024

Nippon India Growth Fund has shown good performance in the Mid Cap Fund category. The fund has rank of 5 out of 22 funds in the category. The fund has delivered return of 31.39% in 1 year, 27.66% in 3 years, 29.19% in 5 years and 18.39% in 10 years. The category average for the same periods is 32.39%, 23.42%, 26.58% and 16.87% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.36, VaR of -17.42, Average Drawdown of -4.12, Semi Deviation of 9.86 and Max Drawdown of -9.88. The category average for the same parameters is 14.64, -17.7, -5.51, 10.06 and -12.07 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Nippon India Growth Fund direct growth option would have grown to ₹13246.0 in 1 year, ₹21305.0 in 3 years and ₹37384.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Nippon India Growth Fund direct growth option would have grown to ₹10122.0 in 1 year, ₹55377.0 in 3 years and ₹131831.0 in 5 years as of today (20-12-2024).
standard deviation of 14.36 and based on VaR one can expect to lose more than -17.42% of current value of fund in one year.
Sharpe ratio of the fund is 1.28 which shows very good performance of fund in the mid cap fund category.
The fund has R-square of 0.94, Beta of 0.85 and Jensen's Alpha of 5.59% which exhibit very good performance in the mid cap fund category .

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	2.92	3.78	2.21 \| 7.12	22 \| 27	Poor
3M Return %	-4.50	-4.51	-10.74 \| 2.69	10 \| 27	Good
6M Return %	4.99	3.17	-11.83 \| 18.13	7 \| 27	Very Good
1Y Return %	31.39	32.39	15.82 \| 58.39	16 \| 27	Average
3Y Return %	27.66	23.42	15.18 \| 36.68	3 \| 22	Very Good
5Y Return %	29.19	26.58	20.75 \| 33.12	5 \| 20	Very Good
7Y Return %	19.37	17.01	12.84 \| 21.81	3 \| 18	Very Good
10Y Return %	18.39	16.87	14.59 \| 20.61	3 \| 17	Very Good
15Y Return %	16.52	17.19	14.54 \| 20.15	10 \| 14	Average
1Y SIP Return %	-28.20	-28.35	-34.77 \| -9.76	8 \| 25	Good
3Y SIP Return %	28.92	25.16	14.64 \| 40.93	4 \| 20	Very Good
5Y SIP Return %	31.03	27.58	21.11 \| 39.83	4 \| 18	Very Good
7Y SIP Return %	26.79	23.95	19.16 \| 32.26	3 \| 16	Very Good
10Y SIP Return %	22.21	19.82	16.93 \| 24.94	2 \| 15	Very Good
15Y SIP Return %	19.45	19.10	16.56 \| 21.03	4 \| 12	Good
Standard Deviation	14.36	14.64	12.81 \| 17.07	9 \| 22	Good
Semi Deviation	9.86	10.06	8.89 \| 11.85	11 \| 22	Good
Max Drawdown %	-9.88	-12.07	-14.82 \| -8.36	5 \| 22	Very Good
VaR 1 Y %	-17.42	-17.70	-22.46 \| -14.85	12 \| 22	Good
Average Drawdown %	-4.12	-5.51	-8.02 \| -3.01	3 \| 22	Very Good
Sharpe Ratio	1.28	0.98	0.48 \| 1.71	3 \| 22	Very Good
Sterling Ratio	1.32	1.02	0.60 \| 1.83	3 \| 22	Very Good
Sortino Ratio	0.73	0.54	0.27 \| 1.06	3 \| 22	Very Good
Jensen Alpha %	5.59	1.73	-4.79 \| 15.99	3 \| 22	Very Good
Treynor Ratio	0.22	0.17	0.09 \| 0.34	3 \| 22	Very Good
Modigliani Square Measure %	30.07	24.31	16.36 \| 37.17	3 \| 22	Very Good
Alpha %	1.94	-1.81	-10.37 \| 10.51	4 \| 22	Very Good

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	2.99	3.87	2.31 \| 7.23	22 \| 27
3M Return %	-4.31	-4.25	-10.48 \| 2.96	12 \| 27
6M Return %	5.41	3.75	-11.32 \| 18.76	7 \| 27
1Y Return %	32.46	33.88	16.28 \| 60.13	18 \| 27
3Y Return %	28.67	24.81	16.81 \| 38.21	4 \| 22
5Y Return %	30.18	27.99	21.91 \| 34.68	6 \| 20
7Y Return %	20.25	18.26	13.85 \| 23.26	5 \| 18
10Y Return %	19.27	18.04	15.61 \| 22.08	4 \| 17
1Y SIP Return %	-27.55	-27.43	-33.89 \| -8.68	9 \| 25
3Y SIP Return %	30.00	26.62	16.25 \| 42.54	6 \| 20
5Y SIP Return %	32.08	29.02	22.30 \| 41.44	4 \| 18
7Y SIP Return %	27.72	25.23	20.29 \| 33.71	4 \| 16
10Y SIP Return %	23.07	21.00	17.92 \| 26.29	3 \| 15
Standard Deviation	14.36	14.64	12.81 \| 17.07	9 \| 22
Semi Deviation	9.86	10.06	8.89 \| 11.85	11 \| 22
Max Drawdown %	-9.88	-12.07	-14.82 \| -8.36	5 \| 22
VaR 1 Y %	-17.42	-17.70	-22.46 \| -14.85	12 \| 22
Average Drawdown %	-4.12	-5.51	-8.02 \| -3.01	3 \| 22
Sharpe Ratio	1.28	0.98	0.48 \| 1.71	3 \| 22
Sterling Ratio	1.32	1.02	0.60 \| 1.83	3 \| 22
Sortino Ratio	0.73	0.54	0.27 \| 1.06	3 \| 22
Jensen Alpha %	5.59	1.73	-4.79 \| 15.99	3 \| 22
Treynor Ratio	0.22	0.17	0.09 \| 0.34	3 \| 22
Modigliani Square Measure %	30.07	24.31	16.36 \| 37.17	3 \| 22
Alpha %	1.94	-1.81	-10.37 \| 10.51	4 \| 22

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-2.35	₹ 9,765.00	-2.35	₹ 9,765.00
1W	-3.49	₹ 9,651.00	-3.47	₹ 9,653.00
1M	2.92	₹ 10,292.00	2.99	₹ 10,299.00
3M	-4.50	₹ 9,550.00	-4.31	₹ 9,569.00
6M	4.99	₹ 10,499.00	5.41	₹ 10,541.00
1Y	31.39	₹ 13,139.00	32.46	₹ 13,246.00
3Y	27.66	₹ 20,803.00	28.67	₹ 21,305.00
5Y	29.19	₹ 35,984.00	30.18	₹ 37,384.00
7Y	19.37	₹ 34,529.00	20.25	₹ 36,351.00
10Y	18.39	₹ 54,108.00	19.27	₹ 58,253.00
15Y	16.52	₹ 99,103.00		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-28.20	₹ 10,075.70	-27.55	₹ 10,122.40
3Y	₹ 36000	28.92	₹ 54,579.92	30.00	₹ 55,377.04
5Y	₹ 60000	31.03	₹ 128,595.48	32.08	₹ 131,831.34
7Y	₹ 84000	26.79	₹ 218,018.72	27.72	₹ 225,334.37
10Y	₹ 120000	22.21	₹ 388,310.88	23.07	₹ 406,869.72
15Y	₹ 180000	19.45	₹ 911,185.20		₹

Date	Nippon India Growth Fund NAV Regular Growth	Nippon India Growth Fund NAV Direct Growth
20-12-2024	4050.6982	4416.2083
19-12-2024	4148.3006	4522.5185
18-12-2024	4161.8814	4537.2247
17-12-2024	4195.0944	4573.3332
16-12-2024	4225.6714	4606.5662
13-12-2024	4197.0941	4575.1125
12-12-2024	4200.5978	4578.8313
11-12-2024	4225.2392	4605.5908
10-12-2024	4213.976	4593.2142
09-12-2024	4211.7744	4590.7148
06-12-2024	4192.0957	4568.9648
05-12-2024	4168.5977	4543.2536
04-12-2024	4143.9158	4516.2539
03-12-2024	4116.4978	4486.2737
02-12-2024	4080.6902	4447.1508
29-11-2024	4051.9979	4415.5915
28-11-2024	4027.8086	4389.1357
27-11-2024	4030.8767	4392.3758
26-11-2024	4024.022	4384.8102
25-11-2024	4025.9615	4386.8275
22-11-2024	3976.8787	4333.0606
21-11-2024	3935.7796	4288.1868

Fund Launch Date: 25/Sep/1995
Fund Category: Mid Cap Fund
Investment Objective: The Fund endeavors to invest in mid cap companies that have the potential to substantially increase their profitability and have consistent track record. The fund focuses on identifying potential market leaders at an early stage with a view to create long term alpha. The fund attempts to identify growth stocks that are available at reasonable valuation, thus adopting a Growth at Reasonable Price (GARP) style for investing.
Fund Description: Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks
Fund Benchmark: S&P BSE MidCap Total Return Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Nippon India Growth Fund

Nippon India Growth Fund NAV

Nippon India Growth Fund Review

Nippon India Growth Fund Performance Comparison with Peers (Regular Plan Chart)

Nippon India Growth Fund Review Dashboard (Regular Plan)

Nippon India Growth Fund Review Dashboard (Direct Plan)

Nippon India Growth Fund Lumpsum Returns and Investment Value

Nippon India Growth Fund SIP Return and Investment Value

Nippon India Growth Fund NAV History

Nippon India Growth Fund Information