Nippon India Growth Md Cp Gr Bns
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.2%
Sharpe Ratio0.09
Beta0.95
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services3.22%
AU Small Finance Bank LtdFinancial Services2.84%
The Federal Bank LtdFinancial Services2.59%
Info Edge (India) LtdServices2.55%
Fortis Healthcare LtdServices2.53%
Eternal LtdConsumers2.42%
BSE LtdFinancial Services2.40%
REC LtdFinancial Services2.12%
ICICI Lombard General Insurance Co LtdFinancial Services2.06%
One97 Communications LtdTechnology2.04%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
KD
Kinjal Desai
Ms. Kinjal Desai has experience of 15 years. Manages 509 funds at Nippon Life India Asset Management Ltd with an AUM of approximately ₹2,00,334 Cr Holds a M.sc degree.
41 years
Combined Team Experience
₹ 2,00,334 Cr
Assets Under Management
Firm Overview
Total AUM₹6,44,104.16 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.8%
Regulatory & Tax Information
INF204K01315
ISINDailyDealing Frequency
Nifty Midcap 150 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)