๐ฏInvestment Objective
โThe fund endeavors to invest in mid cap companies that have the potential to substantially increase their profitability and have consistent track record. The fund focuses on identifying potential market leaders at an early stage with a view to create long term alpha. The fund attempts to identify growth stocks that are available at reasonable valuation, thus adopting a GARP (Growth at Reasonable Price) style for investing.โ
Source: Nippon India Growth Mid Cap Fund 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 โ
Sector Allocation
โ Well-diversified, no sector dominates, with the top 3 at just 25.8%. 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 101โ250 by market cap) โ offering a balance of growth potential and relative stability. The โBlendโ position means the portfolio mixes both value and growth stocks โ a balanced approach.
๐ What do Large/Mid/Small Cap mean? โKey Metrics
Fund DNA
Portfolio Holdings99 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 (โ green) means they're buying more, decreasing (โ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
๐ Learn: Diversification & Asset Allocation โ| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | BSE Limited | Capital Markets | 3.3% | - | |
| 2 | Fortis Healthcare Limited | Healthcare Services | 2.9% | - | |
| 3 | The Federal Bank Limited | Banks | 2.8% | - | |
| 4 | Voltas Limited | Consumer Durables | 2.5% | - | |
| 5 | AU Small Finance Bank Limited | Banks | 2.4% | - | |
| 6 | Bharat Forge Limited | Auto Components | 2.4% | - | |
| 7 | Ashok Leyland Limited | Agricultural, Commercial & Construction Vehicles | 2.1% | - | |
| 8 | Max Financial Services Limited | Insurance | 2.1% | - | |
| 9 | Power Finance Corporation Limited | Finance | 2.1% | - | |
| 10 | Cholamandalam Financial Holdings Limited | Finance | 2.0% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India Growth Mid Cap Fund's historical returns
โ ๏ธ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
๐ก Why SIP works: Investing โน10,000/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 |
|---|---|---|---|---|---|
| +0.3318501190456402% | +84.17968582106872% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
๐คFund Manager
Fund manager information is not available for this fund.
Similar Funds
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.