Nippon India ETF NIFTY Midcap 150
Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 25-01-2019
Exit Load: Nil
Fund Size:₹2,872.31 Cr
Performance
1Y
Fund-0.28%
Cat. Avg.-0.91%
2Y
Fund-0.41%
Cat. Avg.0.60%
3Y
Fund13.16%
Cat. Avg.-22.41%
5Y
Fund12.95%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund18.52%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 139.67 | 3.90% |
| 2 | The Federal Bank Limited | 71.93 | 2.01% |
| 3 | Multi Commodity Exchange of India Limited | 64.00 | 1.79% |
| 4 | Suzlon Energy Limited | 63.34 | 1.77% |
| 5 | Hero MotoCorp Limited | 55.03 | 1.54% |
| 6 | GE Vernova T&D India Limited | 54.17 | 1.51% |
| 7 | IndusInd Bank Limited | 53.82 | 1.50% |
| 8 | Bharat Heavy Electricals Limited | 53.38 | 1.49% |
| 9 | Laurus Labs Limited | 52.20 | 1.46% |
| 10 | Lupin Limited | 51.94 | 1.45% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59172 | -1.4% | -2.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.5% | +2.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.93 L. | +7.4% | +4.9% |
| 5Y | 08 Nov, 21 | 3 L. | 4.16 L. | +38.6% | +13.3% |
| SI | 07 Feb, 19 | 4.65 L. | 9.59 L. | +106.2% | +18.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99717 | -0.3% | -0.3% |
| 2Y | 16 Oct, 24 | 1 L. | 99177 | -0.8% | -0.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.45 L. | +44.9% | +13.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.82 L. | +82.0% | +12.7% |
| SI | 01 Feb, 19 | 1 L. | 3.71 L. | +270.6% | +18.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.