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Index — Mid CapHold

Nippon India Nifty Midcap 150 Index

Nippon India · Direct–Growth · rank #8 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
4.9%
-0.1% vs index
3 Years
14.9%
-0.2% vs index
5 Years
15.6%
-0.2% vs index
Since launch
19.2%

Year-by-year performance

last entry = YTD
2022
+3.4%
2023
+44.0%
2024
+23.8%
2025
+5.6%
2026
+3.1%

Why this score

Nippon India Nifty Midcap 150 Index scores 57/100 — #8 of 24 Index — Mid Cap fund (Hold). It stands out for fund size and sharpe ratio — beating 94% of peers on fund size. The main drag is its 5y return (better than only 17% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

5Y return15.62% · 17th percentile in category
Fund size2844.51 Cr · 94th percentile in category
Sharpe ratio0.49 · 68th percentile in category
Sortino ratio0.66 · 74th percentile in category
1Y return4.94% · 82nd percentile in category
Expense ratio0.37% · 67th percentile in category

Top holdings

top 5 = 10.7% of portfolio
1.BSE Ltd3.15%
2.The Federal Bank Ltd2.06%
3.Multi Commodity Exchange Of India Ltd2.04%
4.Laurus Labs Ltd1.75%
5.One 97 Communications Ltd1.7%

149 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Mid Cap funds