Should I invest in NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND?

We don't give personal investment advice. NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.4%. 5-year CAGR: 17.42%.

Nippon India

NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option

Latest NAV

₹26.5876

As of

17 Jul 2026

1,328 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.38%	+0.08%	-0.46	255 / 296	Q4
1W	-0.81%	-0.25%	-0.56	250 / 296	Q4
2W	+0.43%	+0.03%	+0.40	49 / 296	Q1
1M	+0.86%	+0.66%	+0.20	136 / 296	Q2
3M	+4.31%	+1.92%	+2.39	43 / 296	Q1
6M	+4.73%	+0.72%	+4.01	42 / 289	Q1
YTD	+2.88%	-0.18%	+3.06	115 / 287	Q2
1Y	+4.74%	+1.67%	+3.07	109 / 276	Q2
2Y	+3.67%	+2.29%	+1.38	82 / 196	Q2
3Y	+19.07%	+9.65%	+9.42	12 / 152	Q1
4Y	+21.20%	+12.31%	+8.89	8 / 81	Q1
5Y	+17.42%	+10.34%	+7.08	3 / 42	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+19.92%	+7.39%	+12.53	13 / 294	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.88%	-0.15%	+3.03	114 / 282
2025	+5.10%	+5.41%	-0.31	154 / 226
2024	+23.14%	+13.06%	+10.08	31 / 159
2023	+43.84%	+21.46%	+22.39	17 / 121
2022	+3.36%	+2.02%	+1.33	27 / 55
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.02%

54 windows

min -1.5% · max 58.2%

96% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+24.01%

30 windows

min 19.1% · max 29.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+18.92%

6 windows

min 17.4% · max 20.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.56%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.25

Downside-only deviation

Max drawdown

-21.07%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - DIRECT Plan - IDCW Option	Nippon India	₹35.6755	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹20.0116	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹20.5388	17 Jul 2026
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - IDCW	Bandhan	₹13.0559	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Payout of IDCW	Aditya Birla Sun Life	₹25.9702	17 Jul 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan	Motilal Oswal	₹41.6553	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-IDCW-PAYOUT AND REINVESTMENT	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - IDCW	Edelweiss	₹16.7426	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - IDCW	DSP	₹10.4877	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Direct IDCW	HSBC	₹31.4807	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹26.5876
16 Jul 2026	₹26.6878
15 Jul 2026	₹26.7910
14 Jul 2026	₹26.6757
13 Jul 2026	₹26.8055
10 Jul 2026	₹26.8051
9 Jul 2026	₹26.4397
8 Jul 2026	₹26.0763
7 Jul 2026	₹26.5087
6 Jul 2026	₹26.5782

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option is ₹26.5876. It's a Index Fund from Nippon India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option has NAV history starting from 23 Feb 2021, a track record of about 5 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option is managed by Nippon India. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option has delivered a absolute return of 4.74% — +3.07 pp ahead of the Index Fund category average of 1.67%. The fund ranks #109 of 276 in its category — the second (Q2) quartile.

Over the trailing 3-year window, NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 19.07% — +9.42 pp ahead of the Index Fund category average of 9.65%. The fund ranks #12 of 152 in its category — the top (Q1) quartile.

Over the trailing 5-year window, NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option has delivered a CAGR of 17.42% — +7.08 pp ahead of the Index Fund category average of 10.34%. The fund ranks #3 of 42 in its category — the top (Q1) quartile.

₹1 lakh invested in NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option exactly 5 years ago would be worth approximately ₹223,167 today — a multiplier of 2.23×, based on the 5-year CAGR of 17.42%. The category average over the same window would have grown ₹1 lakh to ₹163,530.

A ₹10,000 monthly SIP in NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹915,538 today. That's an XIRR (money-weighted annualised return) of 16.92%.

NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹915,538 — XIRR 16.92%.

On a 5-year basis, NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option ranks #3 out of 42 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.34%; this fund delivered 17.42%.

The worst peak-to-trough decline NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option has experienced over the last 5-year window is 21.44% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option averaged 18.92% (best 20.64%, worst 17.42%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option returned 5.10% — lagging the Index Fund category average of 5.41% by 0.31 pp. It ranked #154 of 226 in its category that year.

NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.4%. 5-year CAGR: 17.42%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.