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Nippon India Nifty Midcap 150 Index Fund
Fund Overview
| AUM (Fund size) | ₹2,031 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 4 yrs 9 m since Feb 04, 2021 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.8% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Nippon India Nifty Midcap 150 Index Fund | 2.19% | 7.56% | 10.67% | 23.68% | N.A. | N.A. |
| Motilal Oswal Nifty Midcap 150 Index Fund | 2.15% | 7.49% | 10.63% | 23.69% | 24.69% | 14.31% |
| HDFC NIFTY Midcap 150 Index Fund | 2.14% | 7.53% | 10.63% | 23.54% | 13.52% | 6.55% |
| SBI Nifty Midcap 150 Index Fund | 2.16% | 7.59% | 10.71% | 23.6% | 13.76% | 6.66% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | 2.87% | 5.3% | 2.54% | 22.53% | 12.97% | 6.29% |
| Axis Nifty Midcap 50 Index Fund | 3.45% | 9.13% | 13.97% | 25.89% | 15.47% | 7.46% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Nippon India Nifty Midcap 150 Index Fund | 15.73 | 0.99 | 0.98 | 1.38 |
| Motilal Oswal Nifty Midcap 150 Index Fund | 15.75 | 0.99 | 0.98 | 1.38 |
| HDFC NIFTY Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. |
| SBI Nifty Midcap 150 Index Fund | 15.74 | 0.99 | 0.97 | 1.37 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Axis Nifty Midcap 50 Index Fund | 16.46 | 1.02 | 1.03 | 1.42 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Nippon India Nifty Midcap 150 Index Fund | 2,031 Cr | 4 yrs 9 m | 0.8% |
| Motilal Oswal Nifty Midcap 150 Index Fund | 2,817 Cr | 6 yrs 3 m | 1.0% |
| HDFC NIFTY Midcap 150 Index Fund | 437 Cr | 2 yrs 7 m | 0.77% |
| SBI Nifty Midcap 150 Index Fund | 928 Cr | 3 yrs 2 m | 0.77% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | 1,288 Cr | 3 yrs | 1.1% |
| Axis Nifty Midcap 50 Index Fund | 518 Cr | 3 yrs 8 m | 1.02% |