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 - Regular Plan - Growth 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: 21.7%. 5-year CAGR: 17.30%.

Nippon India

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Latest NAV

₹24.9858

As of

3 Jun 2026

1,297 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	+0.18%	+0.28%	-0.10	120 / 291	Q2
1W	-2.13%	-0.98%	-1.15	220 / 291	Q4
2W	-0.28%	+0.23%	-0.51	220 / 291	Q4
1M	+0.66%	-0.27%	+0.93	40 / 289	Q1
3M	+3.71%	+0.47%	+3.24	42 / 281	Q1
6M	-0.25%	-1.88%	+1.63	150 / 273	Q3
YTD	-0.37%	-2.01%	+1.64	154 / 275	Q3
1Y	+4.82%	+1.49%	+3.34	83 / 254	Q2
2Y	+5.60%	+3.75%	+1.85	76 / 159	Q2
3Y	+20.29%	+10.70%	+9.58	9 / 126	Q1
4Y	+20.28%	+12.13%	+8.15	3 / 53	Q1
5Y	+17.30%	+11.33%	+5.97	3 / 25	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+19.10%	+5.52%	+13.58	12 / 291	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	-0.37%	-2.06%	+1.69	152 / 273
2025	+4.58%	+5.14%	-0.56	143 / 211
2024	+22.53%	+13.66%	+8.87	29 / 136
2023	+43.07%	+20.09%	+22.98	9 / 94
2022	+2.75%	+1.07%	+1.68	13 / 31
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

+19.38%

53 windows

min -4.0% · max 58.3%

85% positive

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

3-Year rolling

+22.69%

28 windows

min 16.1% · max 27.5%

100% positive

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

5-Year rolling

+17.72%

4 windows

min 16.7% · max 19.0%

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

16.72%

3-year · annualised

Sharpe ratio

0.81

vs risk-free 6.5%

Sortino ratio

1.29

Downside-only deviation

Max drawdown

-21.24%

Sep 2024 → Feb 2025

% positive months

80.6%

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 - Regular Plan - Growth Option	Nippon India	₹32.3292	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹23.9759	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹24.9858
2 Jun 2026	₹25.0769
1 Jun 2026	₹25.0312
29 May 2026	₹25.3693
27 May 2026	₹25.7241
26 May 2026	₹25.6222
25 May 2026	₹25.5080
22 May 2026	₹25.2968
21 May 2026	₹25.2659
20 May 2026	₹25.2383

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 03 Jun 2026, the NAV of Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option is ₹24.9858. It's a Index Fund from Nippon India, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option has NAV history starting from 23 Feb 2021, a track record of about 5 years 3 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 - Regular Plan - Growth 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 - Regular Plan - Growth Option has delivered a absolute return of 4.82% — +3.34 pp ahead of the Index Fund category average of 1.49%. The fund ranks #83 of 254 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 20.29% — +9.58 pp ahead of the Index Fund category average of 10.70%. The fund ranks #9 of 126 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 17.30% — +5.97 pp ahead of the Index Fund category average of 11.33%. The fund ranks #3 of 25 in its category — the top (Q1) quartile.

₹1 lakh invested in Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹222,110 today — a multiplier of 2.22×, based on the 5-year CAGR of 17.30%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

A ₹10,000 monthly SIP in Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹894,320 today. That's an XIRR (money-weighted annualised return) of 15.96%.

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹894,320 — XIRR 15.96%.

On a 5-year basis, Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option ranks #3 out of 25 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 11.33%; this fund delivered 17.30%.

The worst peak-to-trough decline Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 21.75% — 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 - Regular Plan - Growth Option averaged 17.72% (best 19.00%, worst 16.71%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.67 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option returned 4.58% — lagging the Index Fund category average of 5.14% by 0.56 pp. It ranked #143 of 211 in its category that year.

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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: 21.7%. 5-year CAGR: 17.30%.

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