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InvestVerdict

Nippon India Nifty Midcap 150 Index Fund

Regular Plan · IDCW Option · Index Funds · Scheme code 148724

NAV₹26.4469as on 27 Aug 2026
Fund houseNippon India Mutual Fund
CategoryIndex Funds
Plan & optionRegular · IDCW Option
History5.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.684.257.53 12.4817.1217.27 ——19.37
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.5% 0.64 0.87 1.04 8.01% -21.7% 76.34
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 66 months this scheme and its benchmark share.

Growth of ₹100 since launch

86150214278202220242026InvestVerdict

Drawdown from peak (%)

0%-8%-16%-24%202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
222 -4.7% 11.2% 60.6% 11%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Nippon India Nifty Midcap 150 Index Fund

Regular Plan · IDCW Option

Allocation

By asset

Equity100.82%

By market cap

Large Cap12.07%
Mid Cap84.37%
Small Cap4.38%

Concentration

Number of stocks149
Top 5 stocks11.05%
Top 10 stocks18.50%
Top 20 stocks31.49%
Largest holding3.92%
Largest sectorBanks 8.95%
Effective stocks98.0
Cash-0.82%
InvestVerdict

Nippon India Nifty Midcap 150 Index Fund

Regular Plan · IDCW Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Capital Markets3.92%
2— Banks2.02%
3— Capital Markets1.79%
4— Electrical Equipment1.78%
5— Automobiles1.54%
6— Electrical Equipment1.52%
7— Banks1.51%
8— Electrical Equipment1.50%
9— Banks1.46%
10— Pharmaceuticals & Biotechnology1.46%
11— Pharmaceuticals & Biotechnology1.46%
12— Auto Components1.42%
13— Financial Technology (Fintech)1.40%
14— Industrial Products1.32%
15— Banks1.31%
16— Telecom - Services1.25%
17— Healthcare Services1.24%
18— Consumer Durables1.23%

Sector split

Banks — 9.0%Pharmaceuticals & Biotechnology — 8.8%Electrical Equipment — 8.1%Capital Markets — 7.6%Finance — 5.6%Auto Components — 5.2%Industrial Products — 4.4%IT - Software — 4.3%Consumer Durables — 4.3%Other — 43.7%Banks9.0%Pharmaceuticals & Biotech…8.8%Electrical Equipment8.1%Capital Markets7.6%Finance5.6%Auto Components5.2%Industrial Products4.4%IT - Software4.3%Consumer Durables4.3%Other43.7%
Banks8.95%
Pharmaceuticals & Biotechnology8.78%
Electrical Equipment8.07%
Capital Markets7.56%
Finance5.56%
Auto Components5.21%
Industrial Products4.35%
IT - Software4.31%
Consumer Durables4.31%
Retailing4.06%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹915,219 ₹315,219 16.93%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.