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MF_118668

Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option

Equity Scheme - Mid Cap Fund

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End Amount
₹90,922.09
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.30%
MF_118668 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.87%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.66
Risk-Adjusted Return
Sortino Ratio
0.99
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 41% 25%
60 days 62% 28% 16%
90 days 65% 23% 14%
180 days 68% 17% 8%
1Yr 79% 12% 7%
3Yr 75% 10% 3%
5Yr 91% 6% 1%
7Yr 100% 5% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nifty 50
30 days -34.1% | -69.3% | 25.8% | 245.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -42.7% | -55.0% | 23.8% | 166.9% -23.0% | -45.3% | 16.7% | 120.0%
90 days -31.1% | -46.2% | 20.5% | 138.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -1.7% | -13.0% | 15.3% | 78.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 16.4% | -0.3% | 21.8% | 35.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 15.7% | 4.8% | 18.5% | 34.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 21.8% | 11.4% | 18.0% | 24.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 17.0% | 16.5% | 19.3% | 22.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 23 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 March 29, 2014 438 days 24% Nifty 50: 12% 10096 7680 10107
July 7, 2014 Aug. 29, 2014 53 days 8% Nifty 50: 4% 13522 12498 13538
Dec. 3, 2014 Jan. 15, 2015 43 days 7% Nifty 50: 6% 15478 14370 15583
March 3, 2015 July 16, 2015 135 days 9% Nifty 50: 11% 16740 15159 16795
Aug. 5, 2015 July 27, 2016 357 days 23% Nifty 50: 18% 17406 13410 17410
Oct. 24, 2016 March 1, 2017 128 days 15% Nifty 50: 9% 19017 16225 19071
May 17, 2017 June 16, 2017 30 days 6% Nifty 50: 2% 20891 19643 20973
Aug. 1, 2017 Sept. 9, 2017 39 days 6% Nifty 50: 4% 22074 20840 22187
Sept. 19, 2017 Oct. 17, 2017 28 days 6% Nifty 50: 4% 22541 21135 22547
Jan. 8, 2018 Jan. 24, 2020 746 days 21% Nifty 50: 6% 25247 19852 25391
Feb. 20, 2020 Nov. 13, 2020 267 days 35% Nifty 50: 37% 25747 16652 25888
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 31134 29345 31289
March 4, 2021 May 11, 2021 68 days 7% Nifty 50: 5% 33898 31648 33960
Oct. 18, 2021 Sept. 7, 2022 324 days 18% Nifty 50: 16% 45917 37571 46117
Sept. 15, 2022 Dec. 1, 2022 77 days 6% Nifty 50: 6% 47282 44215 47284
Dec. 5, 2022 May 13, 2023 159 days 10% Nifty 50: 9% 47795 43000 47914
Sept. 11, 2023 Nov. 10, 2023 60 days 6% Nifty 50: 6% 60262 56671 60347
Feb. 8, 2024 April 1, 2024 53 days 7% Nifty 50: 0% 70868 66154 70929
July 31, 2024 Aug. 24, 2024 24 days 5% Nifty 50: 4% 87560 82905 87661
Sept. 24, 2024 Oct. 18, 2025 389 days 20% Nifty 50: 15% 91840 73594 91925
Jan. 7, 2026 Feb. 7, 2026 31 days 6% Nifty 50: 5% 93160 87630 93820
Feb. 11, 2026 April 21, 2026 69 days 13% Nifty 50: 14% 94822 82851 95047
Aug. 13, 2026 Oct. 30, 2026 78 days 11% Nifty 50: 9% 100171 88919 90922