📊 Mid Cap Fund · Deep Analysis

Nippon India Growth Mid Cap FundGrowth PlanOption

Nippon India Mutual Fund · Direct Growth · SEBI Category: Mid Cap

Current NAV ₹4,781.4617 (+0.40% today) As of 04 Jun 2026
1 Year Return +7.3%
3 Year CAGR +23.8% p.a.
5 Year CAGR +21.6% p.a.
AAUM ₹40.7K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 2,566 daily NAV records
Fund Overview

Nippon India Growth Mid Cap FundGrowth PlanOption — Quick Summary

Nippon India Growth Fund is one of India's oldest mid cap mutual funds with a history stretching back to October 1995 — nearly 30 years of continuous operation. Originally a multi-cap fund, it was recategorised as a mid cap fund post SEBI's 2018 categorisation exercise. The fund has survived and compounded through the dotcom bust, the 2008 global financial crisis, the 2020 pandemic crash and multiple other corrections.

The fund's investment approach is growth-oriented — it seeks companies with above-average earnings growth potential within the mid cap universe. Its nearly three-decade track record means it has one of the longest history periods for drawdown analysis and rolling return evaluation. The fund was temporarily closed to lump sum investments during strong market phases due to deployment constraints.

Fund House
Nippon India Mutual Fund
SEBI Category
Mid Cap
Benchmark
NIFTY Midcap 150 TRI
Fund Manager
Manish Gunwani, Tejas Sheth
AMFI Code
118668
Risk Level
Very High
NAV Records in DB
2,566 days
Quarterly Average AUM · Jan–Mar 2026
₹40.7K Cr
↑ Increased by 2.5% vs Oct–Dec 2025 · ₹39.7K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Best suited for long-term investors (7 to 10+ years) who value historical longevity and want to evaluate a fund with multiple full market cycle evidence. Appropriate as a mid cap satellite allocation for investors with moderate to high risk tolerance.
The fund's near-three-decade track record is its most distinctive feature — very few mid cap funds can demonstrate performance across as many market cycles. For investors who want to evaluate a fund with multiple full market cycle evidence including real historical crashes and recoveries, Nippon India Growth Fund provides the richest dataset in the category.
✗ Not Suitable For
Investors with short horizons under 5 years — mid cap funds experience sharp drawdowns in bear markets. Conservative investors who prioritise capital preservation over growth. Those wanting pure large cap stability — this fund is fully committed to the mid cap universe which carries higher volatility.
Who Runs This Fund

Fund Manager

MG
Manish Gunwani, Tejas Sheth
Nippon India Mutual Fund · Managing since 2021

Manish Gunwani is CIO — Equity at Nippon India Mutual Fund and co-manages the Nippon India Growth Fund alongside Tejas Sheth. Gunwani is known for a research-intensive, bottom-up approach to mid cap investing with a willingness to take concentrated bets in high-conviction ideas. He brings extensive experience in equity research and portfolio management across multiple market cycles.

For current co-manager details and full biography, refer to the latest Nippon India Mutual Fund factsheet on AMFI or the AMC website.

What to Factor In

Things to Consider

Informational points to help you form your own view — not judgements or recommendations.

AMFI Code · Informational
AMFI Scheme Code: 118668
The official AMFI scheme code for Nippon India Growth Mid Cap FundGrowth PlanOption Direct Growth is 118668. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
Nippon India Growth Fund is one of India's oldest mid cap funds with a history stretching back to 1995. Long history means the fund has navigated multiple complete cycles — but it also means comparing current performance to historical data requires careful reading as the portfolio character may have evolved significantly over decades.
Investment Objective
As per Scheme Information Document
The scheme seeks to achieve long term growth of capital by investing in equity and equity related securities through a research based investment approach.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Mid Cap Funds Compared

Live data. Current fund highlighted. Click any fund name for full analysis.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
HDFC Mid-Cap Opportunities Fund ₹219.94 ₹90.4K Cr Jan–Mar 2026 +5.5% +22.1% p.a. +20.7% p.a. 1.19
Nippon India Growth Fund ▲ ₹4,781.46 ₹40.7K Cr Jan–Mar 2026 +7.3% +23.8% p.a. +21.6% p.a. 1.20
Kotak Emerging Equity Fund ₹162.15 ₹59.2K Cr Jan–Mar 2026 +7.8% +21.1% p.a. +18.8% p.a. 1.05
Axis Midcap Fund ₹135.29 ₹30.8K Cr Jan–Mar 2026 +5.1% +18.3% p.a. +15.8% p.a. 0.90
SBI Magnum Midcap Fund ₹261.72 ₹22.1K Cr Jan–Mar 2026 +0.9% +14.3% p.a. +16.4% p.a. 0.66
Best value in each column shown in green. AAUM from latest AMFI quarterly filing. Returns calculated from daily NAV history.
Performance

Fund Returns

Calculated from 2,566 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.

1M / 3M / 6M / 1Y — simple point-to-point return  ·  3Y / 5Y / 10Y — CAGR (compounded annual growth rate)

1 MonthPoint-to-point
+0.4%
3 MonthPoint-to-point
+2.1%
6 MonthPoint-to-point
+1.9%
1 YearPoint-to-point
+7.3%
3 YearCAGR
+23.8% p.a.
5 YearCAGR
+21.6% p.a.
10 YearCAGR
+19.4% p.a.
₹1 Lakh → 5YLump sum growth
₹258,173

Best & Worst Periods Ever

Based on all rolling windows in full NAV history. Dates show the start and end of each period.

Best 1Y WindowSimple return
+100.0%
Apr 2020 – Apr 2021
Worst 1Y WindowSimple return
-26.0%
Mar 2019 – Apr 2020
Best 3Y CAGRCAGR p.a.
+40.7% p.a.
May 2020 – Jun 2023
Worst 3Y CAGRCAGR p.a.
-4.0% p.a.
Feb 2017 – Mar 2020

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
+4.5%
2024
+27.9%
2023
+49.8%
2022
+6.7%
2021
+47.6%
2020
+22.9%
2019
+7.4%
2018
-10.3%
2017
+45.3%
Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →

1Y Rolling Avg
22.9%
Positive in 87% of windows
Best: 100.0% · Worst: -26.0%
3Y Rolling Avg
21.4% p.a.
Positive in 97% of windows
Best: 40.7% · Worst: -4.0%
5Y Rolling Avg
23.0% p.a.
Positive in 100% of windows
Best: 38.7% · Worst: 12.2%
1-Year Rolling Returns Each bar = 1Y return starting from that date
Risk Analysis

Maximum Drawdown ℹ️ What is this?

How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.

Max Drawdown Ever
-35.3%
Feb 2020 → Apr 2020
Recovered: Nov 2020 (11 mos)
Current from Peak
-2.9%
All-time Peak: ₹4,908.76
Peak date: May 2026

How the fund behaved in key crisis periods

Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.

2024–25 Tariff / Correction
-19.6%
Sep 27, 2024 – Apr 7, 2025
Recovered: Sep 2025 (10 mos)
COVID-19 Crash
-35.2%
Feb 19 – Mar 23, 2020
Recovered: Nov 2020 (11 mos)
2022 Rate Hike Cycle
-16.0%
Jan 17 – Jun 17, 2022
Recovered: Sep 2022 (4 mos)
2018 IL&FS Crisis
-15.7%
Aug 28 – Oct 26, 2018
Recovered: May 2019 (11 mos)
Risk Metrics

Risk Ratios

Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →

Sharpe Ratio (3Y)
1.20
Return per unit of total risk. >1 is good. Learn more →
Sortino Ratio (3Y)
1.66
Like Sharpe but only penalises downside volatility. Learn more →
Std Deviation (3Y)
16.4%
Annualised monthly volatility. Lower = more consistent returns. Learn more →
📊
Want to see what Nippon India Growth Mid Cap FundGrowth PlanOption is actually holding?

Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.

Full current portfolio — all stocks, weights, sectors
New entries and exits over the last 3 months
Sector allocation and month-over-month changes
Updated monthly from official AMC disclosures
See Portfolio Holdings →
← Compare all Mid Cap Funds

See how Nippon India Growth Mid Cap FundGrowth PlanOption ranks against other Mid Cap funds on returns, drawdown, Sharpe ratio and AAUM — side by side.

Learn the Metrics
📖 Deep Dive
CAGR, Sharpe, Sortino & Std Dev
What these numbers mean and how to use them
📖 Deep Dive
Drawdown & Rolling Returns
Why these reveal more than any CAGR figure
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.
Free Newsletter

Stay Updated on Mutual Funds

New fund analysis, articles and market insights — no spam, no selling. Unsubscribe anytime.

Found this useful? Share it

WhatsApp LinkedIn X / Twitter
Help Us Improve

Your Feedback

Found an error? Have a suggestion? We read every response.

How helpful was this page?
Type of Feedback
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.