How to check the XIRR of Groww Nifty Midcap 150 Index fund Direct IDCW?

You can track the exact XIRR and portfolio overlapping of Groww Nifty Midcap 150 Index fund Direct IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Groww Nifty Midcap 150 Index fund Direct IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Groww Nifty Midcap 150 Index fund Direct IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Groww NIFTY Midcap 150 Index Fund Direct IDCW

Groww Mutual Fund

Expense Ratio: 0.34

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty Next 50 TRI

Inception: 28-10-2025

Exit Load: Nil

Fund Size:₹11.20 Cr

Performance

FundN/A

Cat. Avg.3.13%

FundN/A

Cat. Avg.3.85%

FundN/A

Cat. Avg.10.89%

FundN/A

Cat. Avg.11.75%

10Y

FundN/A

Cat. Avg.11.88%

Fund2.77%

Cat. Avg.7.52%

Fund Facts

Manager(s)

Mr. Shashi Kumar

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

Tap to expand

Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Ltd	Equity	Listed	Large Cap	Capital Markets	0.58	3.89%
2	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	0.30	2.00%
3	Multi Commodity Exchange of India Ltd.	Equity	Listed	Mid Cap	Capital Markets	0.27	1.78%
4	Suzlon Energy Limited	Equity	Listed	Mid Cap	Electrical Equipment	0.27	1.76%
5	Hero MotoCorp Limited	Equity	Listed	Mid Cap	Automobiles	0.23	1.53%
6	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	0.23	1.51%
7	IndusInd Bank Limited	Equity	Listed	Mid Cap	Banks	0.23	1.50%
8	Bharat Heavy Electricals Limited	Equity	Listed	Large Cap	Electrical Equipment	0.22	1.49%
9	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	0.22	1.45%
10	AU Small Finance Bank Limited	Equity	Listed	Mid Cap	Banks	0.22	1.44%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Dec, 25	40000	42265	+5.7%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	17 Nov, 25	1 L.	1.03 L.	+2.8%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.