Fund Overview of Nippon India Medium Term Fund-Growth
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₹143.8 CrAUM
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₹16.93NAV
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1.08%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Nippon India Medium Term Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.53% | NA | 0.84% |
| 6 Months | 3.02% | NA | 4.74% |
| 1 Year | 5.00% | 5.00% | 9.16% |
| 2 Years | 15.66% | 7.55% | 8.80% |
| 3 Years | 25.44% | 7.85% | 8.10% |
| 5 Years | 35.92% | 6.33% | 7.60% |
| 7 Years | 20.06% | 2.65% | NA |
| 10 Years | 32.78% | 2.88% | 7.69% |
Asset Allocation of Nippon India Medium Term Fund-Growth
debt instruments
94.89%other assets or cash equivalents
5.11%Nippon India Medium Term Fund-Growth is one Debt mutual fund offered by Nippon India Mutual Fund. Launched on 26 Jun 2014, the fund aims Income over medium term. Investment predominantly in debt and money market instruments with portfolio Macaulay Duration of 3 4 yrs. It manages assets worth ₹143.8 crore as on Sat Oct 31, 2026. The expense ratio stands at 1.08%. Fund Manager Manager Education Fund Manager Manager EducationAbout Nippon India Medium Term Fund-Growth
The portfolio allocation consists of 94.89% in debt instruments, 5.11% in other assets or cash equivalents.Managed by Kinjal Desai, it has delivered a return of 5.00% in the last year, a total return since inception of 4.35%.
As evaluating investment options individuals generally compare which sip is best depending on risk profile.
Key Metrics of Nippon India Medium Term Fund-Growth
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Standard Deviation2.11%
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Mean7.40%
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Sharpe Ratio0.87%
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Sortino Ratio1.57%
Nippon India Medium Term Fund-Growth Fund Details
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Compare Nippon India Medium Term Fund-Growth with other mutual funds in the same category
Nippon India Medium Term Fund-Growth
Aditya Birla Sun Life Medium Term Fund Direct-Growth
Aditya Birla Sun Life Medium Term Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund Direct-Growth |
₹3,343 | 0.50% | 0.75% | 8.15% | 10.57% | 12.67% |
| Aditya Birla Sun Life Medium Term Fund Direct-IDCW |
₹3,343 | 0.50% | 0.75% | 8.15% | 10.57% | 12.67% |
| Aditya Birla Sun Life Medium Term Fund Direct-IDCW Half Yearly |
₹3,343 | 0.50% | 0.75% | 8.15% | 10.57% | 12.67% |
| Aditya Birla Sun Life Medium Term Fund Direct-IDCW Quarterly |
₹3,343 | 0.50% | 0.75% | 8.15% | 10.57% | 12.67% |
| Aditya Birla Sun Life Medium Term Fund Regular-Growth |
₹3,343 | 0.44% | 0.56% | 7.35% | 9.77% | 11.86% |
| Aditya Birla Sun Life Medium Term Fund Regular-IDCW |
₹3,343 | 0.44% | 0.56% | 7.35% | 9.77% | 11.86% |
| Aditya Birla Sun Life Medium Term Fund Regular-IDCW Half Yearly |
₹3,343 | 0.44% | 0.56% | 7.35% | 9.77% | 11.86% |
| Aditya Birla Sun Life Medium Term Fund Regular-IDCW Quarterly |
₹3,343 | 0.44% | 0.56% | 7.35% | 9.77% | 11.86% |
| ICICI Prudential Medium Term Fund Direct-Growth |
₹5,260 | 0.56% | 0.83% | 6.51% | 8.37% | 7.37% |
| ICICI Prudential Medium Term Fund Direct-IDCW Quarterly |
₹5,260 | 0.56% | 0.83% | 6.51% | 8.37% | 7.37% |
More funds from Nippon India Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Nippon India Medium Term Fund Direct-Growth
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₹144 | 0.49% | 0.68% | 3.32% | 5.58% | 8.43% |
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Nippon India Medium Term Fund Direct-IDCW
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₹144 | 0.49% | 0.68% | 3.32% | 5.58% | 8.43% |
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Nippon India Medium Term Fund-IDCW
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₹144 | 0.44% | 0.53% | 3.02% | 5.00% | 7.85% |
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Nippon India Medium Term Fund-IDCW Quarterly
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₹144 | 0.44% | 0.53% | 3.02% | 5.00% | 7.85% |
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Nippon India Medium Term Fund Direct-IDCW Quarterly
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₹144 | 0.49% | 0.68% | 3.32% | 5.58% | 8.43% |
Nippon India Medium Term Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Medium Term Fund Regular-Growth |
₹6,319 | ₹55.00 | 7.08% | 6.22% | 7.40% |
| SBI Medium Term Fund Direct-Growth |
₹6,319 | ₹59.84 | 7.63% | 6.77% | 8.01% |
| SBI Medium Term Fund Direct-IDCW Quarterly |
₹6,319 | ₹23.08 | 7.63% | 6.77% | 8.01% |
| SBI Medium Term Fund Regular-IDCW Quarterly |
₹6,319 | ₹21.16 | 7.08% | 6.22% | 7.40% |
| ICICI Prudential Medium Term Fund-Growth |
₹5,260 | ₹48.81 | 7.69% | 6.68% | 7.08% |
| ICICI Prudential Medium Term Fund Direct-Growth |
₹5,260 | ₹54.05 | 8.37% | 7.37% | 7.83% |
| ICICI Prudential Medium Term Fund Direct-IDCW Quarterly |
₹5,260 | ₹11.64 | 8.37% | 7.37% | 7.83% |
| ICICI Prudential Medium Term Fund-IDCW Quarterly |
₹5,260 | ₹11.04 | 7.69% | 6.68% | 7.08% |
| HDFC Medium Term Fund Direct-Growth |
₹3,514 | ₹66.33 | 7.85% | 6.79% | 7.41% |
| HDFC Medium Term Fund Regular-Growth |
₹3,514 | ₹60.59 | 7.14% | 6.08% | 6.64% |
Nippon India Medium Term Fund-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 17.20% | ₹23.69 Cr |
| Repo | Unspecified | 13.88% | ₹20.29 Cr |
| Repo | Unspecified | 13.88% | ₹20.29 Cr |
| Repo | Unspecified | 13.88% | ₹20.29 Cr |
| Repo | Unspecified | 16.71% | ₹20.03 Cr |
| Repo | Unspecified | 14.60% | ₹19.57 Cr |
| Repo | Unspecified | 13.30% | ₹19.12 Cr |
| Repo | Unspecified | 12.92% | ₹18.86 Cr |
| Repo | Unspecified | 12.10% | ₹17.36 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 14.79% | ₹15.66 Cr |
| Repo | Unspecified | 14.73% | ₹15.60 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 12.87% | ₹15.43 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | - | — |
| Goi Sec 7.18 24/07/2037 | Entities | 11.49% | ₹15.40 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 12.45% | ₹15.40 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 12.45% | ₹15.40 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 11.16% | ₹15.37 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 11.28% | ₹15.29 Cr |
| Repo | Unspecified | 11.95% | ₹14.77 Cr |
| Repo | Unspecified | 11.95% | ₹14.77 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund Direct-Growth |
₹48.28 | 10.57% | 12.67% | - |
| Aditya Birla Sun Life Medium Term Fund Direct-IDCW |
₹18.39 | 10.57% | 12.67% | - |
| Aditya Birla Sun Life Medium Term Fund Direct-IDCW Half Yearly |
₹14.87 | 10.57% | 12.67% | - |
| Aditya Birla Sun Life Medium Term Fund Direct-IDCW Quarterly |
₹14.43 | 10.57% | 12.67% | - |
| Aditya Birla Sun Life Medium Term Fund Regular-Growth |
₹43.97 | 9.77% | 11.86% | - |
| Aditya Birla Sun Life Medium Term Fund Regular-IDCW |
₹16.69 | 9.77% | 11.86% | - |
| Aditya Birla Sun Life Medium Term Fund Regular-IDCW Half Yearly |
₹13.87 | 9.77% | 11.86% | - |
| Aditya Birla Sun Life Medium Term Fund Regular-IDCW Quarterly |
₹13.65 | 9.77% | 11.86% | - |
| ICICI Prudential Medium Term Fund Direct-Growth |
₹54.05 | 8.37% | 7.37% | - |
| ICICI Prudential Medium Term Fund Direct-IDCW Quarterly |
₹11.64 | 8.37% | 7.37% | - |
Frequently Asked Questions
Nippon India Medium Term Fund-Growth
What is the current AUM of Nippon India Medium Term Fund-Growth?
As of Sat Oct 31, 2026, Nippon India Medium Term Fund-Growth manages assets worth ₹143.8 crore
How has Nippon India Medium Term Fund-Growth performed recently?
- 3 Months: 0.53%
- 6 Months: 3.02%
What is the long-term performance of Nippon India Medium Term Fund-Growth?
- 3 Years CAGR: 7.85%
- 5 Years CAGR: 6.33%
- Since Inception: 4.35%
What is the portfolio composition of Nippon India Medium Term Fund-Growth?
Debt: 94.89%, Others: 5.11%.
Who manages Nippon India Medium Term Fund-Growth?
Nippon India Medium Term Fund-Growth is managed by Kinjal Desai from Nippon India Mutual Fund.
Which are the top companies Nippon India Medium Term Fund-Growth has invested in?
- Repo – 17.20% of the fund's portfolio
- Repo – 13.88% of the fund's portfolio
- Repo – 13.88% of the fund's portfolio
- Repo – 13.88% of the fund's portfolio
- Repo – 16.71% of the fund's portfolio
Which are the major sectors Nippon India Medium Term Fund-Growth focuses on?
- Unspecified – 167.10% of the fund's portfolio
- Entities – 87.49% of the fund's portfolio




