π―Investment Objective
βThe fund employs a passive investment approach designed to track the performance of Nifty Midcap 150 TRI. The fund seeks to achieve this goal by investing in securities constituting Nifty Midcap 150 Index in same proportion as in the Index.β
Source: Nippon India ETF Nifty Midcap 150 scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision β
Sector Allocation
β Well-diversified, no sector dominates, with the top 3 at just 24.2%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101β250 by market cap) β offering a balance of growth potential and relative stability. The βBlendβ position means the portfolio mixes both value and growth stocks β a balanced approach.
π What do Large/Mid/Small Cap mean? βKey Metrics
Fund DNA
Percentile ranking within ETF category (higher = better)
What does this shape tell you?
This radar shows how the fund ranks against ETF peers across 5 dimensions. A "perfect" fund would fill the entire pentagon, but that rarely exists.
This fund's strongest trait is Returns (78th percentile), it has delivered higher returns than most peers.
Its weakest area is Consistency, returns have been unpredictable. Past good years don't guarantee future ones.
Learn about risk-adjusted returns β Β· Why expense ratio matters β
Portfolio Holdings149 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (β green) means they're buying more, decreasing (β red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
π Learn: Diversification & Asset Allocation β| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | BSE Limited | Capital Markets | 2.9% | - | |
| 2 | Hero MotoCorp Limited | Automobiles | 2.0% | - | |
| 3 | The Federal Bank Limited | Banks | 2.0% | - | |
| 4 | Cummins India Limited | Industrial Products | 1.8% | - | |
| 5 | IndusInd Bank Limited | Banks | 1.7% | - | |
| 6 | Ashok Leyland Limited | Agricultural, Commercial & Construction Vehicles | 1.6% | - | |
| 7 | Indus Towers Limited | Telecom - Services | 1.6% | - | |
| 8 | Lupin Limited | Pharmaceuticals & Biotechnology | 1.5% | - | |
| 9 | HDFC Asset Management Company Limited | Capital Markets | 1.5% | - | |
| 10 | AU Small Finance Bank Limited | Banks | 1.4% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India ETF Nifty Midcap 150's historical returns
β οΈ Important Disclaimer
This projection uses past returns (20.231440220676312% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
π‘ Why SIP works: Investing βΉ10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +1.3671939587467152% | +5.312223275083161% | +7.0862338243214085% | +5.436151079136686% | +20.231440220676312% | - |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 22.9%.
π€Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.