Nippon India Nifty Midcap 150 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 8
Rating
Growth Option 13-03-2026
NAV ₹22.78(R) -2.68% ₹23.41(D) -2.68%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 12.76% 20.78% 17.03% -% -%
Direct 13.32% 21.4% 17.67% -% -%
Benchmark
SIP (XIRR) Regular -7.06% 8.12% 13.78% -% -%
Direct -6.57% 8.69% 14.4% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.05 0.5 0.76 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.74% -21.5% -20.55% - 11.97%
Fund AUM As on: 30/12/2025 2068 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option 22.78
-0.6300
-2.6800%
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - IDCW Option 22.78
-0.6300
-2.6800%
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option 23.41
-0.6500
-2.6800%
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option 23.41
-0.6500
-2.6800%

Review Date: 13-03-2026

Beginning of Analysis

Nippon India Nifty Midcap 150 Index Fund is the 8th ranked fund in the Index Funds category. The category has total 90 funds. The 5 star rating shows an excellent past performance of the Nippon India Nifty Midcap 150 Index Fund in Index Funds. The fund has a Sharpe Ratio of 1.05 which is higher than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Nippon India Nifty Midcap 150 Index Fund Return Analysis

  • The fund has given a return of -7.49%, -8.46 and -6.42 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Nippon India Nifty Midcap 150 Index Fund has given a return of 13.32% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 21.4% in last three years and ranked 12.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a return of 17.67% in last five years and ranked 2nd out of thirty four funds in the category. In the same period the Index Funds category average return was 11.86%.
  • The fund has given a SIP return of -6.57% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 74th in 200 funds
  • The fund has SIP return of 8.69% in last three years and ranks 10th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.
  • The fund has SIP return of 14.4% in last five years whereas category average SIP return is 8.93%.

Nippon India Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 15.74 and semi deviation of 11.97. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -21.5 and a maximum drawdown of -20.55. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.53
    -7.43
    		-14.39 | 2.82 95 | 240 Good
    3M Return % -8.57
    -8.67
    		-24.12 | 4.91 84 | 238 Good
    6M Return % -6.65
    -6.95
    		-25.73 | 18.69 89 | 231 Good
    1Y Return % 12.76
    7.18
    		-18.51 | 51.00 23 | 202 Very Good
    3Y Return % 20.78
    14.15
    		1.04 | 24.40 10 | 101 Very Good
    5Y Return % 17.03
    11.35
    		8.24 | 17.03 1 | 34 Very Good
    1Y SIP Return % -7.06
    -9.05
    		-36.17 | 22.18 66 | 195 Good
    3Y SIP Return % 8.12
    5.08
    		-10.85 | 20.86 7 | 96 Very Good
    5Y SIP Return % 13.78
    8.37
    		5.00 | 18.07 2 | 32 Very Good
    Standard Deviation 15.74
    12.06
    		0.60 | 22.45 71 | 102 Average
    Semi Deviation 11.97
    8.86
    		0.37 | 16.91 72 | 102 Average
    Max Drawdown % -20.55
    -15.82
    		-29.16 | 0.00 64 | 102 Average
    VaR 1 Y % -21.50
    -15.41
    		-34.57 | 0.00 70 | 102 Average
    Average Drawdown % -6.78
    -5.73
    		-14.55 | 0.00 70 | 102 Average
    Sharpe Ratio 1.05
    1.00
    		-0.17 | 2.42 25 | 102 Very Good
    Sterling Ratio 0.76
    0.66
    		0.05 | 1.48 20 | 102 Very Good
    Sortino Ratio 0.50
    0.59
    		-0.02 | 2.60 26 | 102 Very Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.49 -7.33 -14.35 | 2.87 99 | 248 Good
    3M Return % -8.46 -8.51 -24.00 | 5.08 88 | 245 Good
    6M Return % -6.42 -6.70 -25.50 | 18.96 94 | 237 Good
    1Y Return % 13.32 7.71 -17.98 | 51.99 24 | 204 Very Good
    3Y Return % 21.40 14.67 1.56 | 25.10 12 | 101 Very Good
    5Y Return % 17.67 11.86 8.94 | 17.85 2 | 34 Very Good
    1Y SIP Return % -6.57 -8.46 -35.73 | 22.85 74 | 200 Good
    3Y SIP Return % 8.69 5.68 -10.36 | 21.51 10 | 99 Very Good
    5Y SIP Return % 14.40 8.93 5.68 | 18.71 3 | 34 Very Good
    Standard Deviation 15.74 12.06 0.60 | 22.45 71 | 102 Average
    Semi Deviation 11.97 8.86 0.37 | 16.91 72 | 102 Average
    Max Drawdown % -20.55 -15.82 -29.16 | 0.00 64 | 102 Average
    VaR 1 Y % -21.50 -15.41 -34.57 | 0.00 70 | 102 Average
    Average Drawdown % -6.78 -5.73 -14.55 | 0.00 70 | 102 Average
    Sharpe Ratio 1.05 1.00 -0.17 | 2.42 25 | 102 Very Good
    Sterling Ratio 0.76 0.66 0.05 | 1.48 20 | 102 Very Good
    Sortino Ratio 0.50 0.59 -0.02 | 2.60 26 | 102 Very Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Nippon India Nifty Midcap 150 Index Fund NAV Regular Growth Nippon India Nifty Midcap 150 Index Fund NAV Direct Growth
    13-03-2026 22.7799 23.4123
    12-03-2026 23.4082 24.0577
    11-03-2026 23.4621 24.1128
    10-03-2026 23.7313 24.3891
    09-03-2026 23.3638 24.0111
    06-03-2026 23.85 24.5098
    05-03-2026 24.0133 24.6773
    04-03-2026 23.6524 24.3061
    02-03-2026 24.1787 24.8462
    27-02-2026 24.5954 25.2734
    26-02-2026 24.8649 25.55
    25-02-2026 24.7169 25.3976
    24-02-2026 24.5603 25.2363
    23-02-2026 24.6297 25.3072
    20-02-2026 24.6745 25.3522
    19-02-2026 24.5555 25.2296
    18-02-2026 24.9428 25.6272
    17-02-2026 24.8069 25.4872
    16-02-2026 24.7389 25.417
    13-02-2026 24.634 25.3082

    Fund Launch Date: 19/Feb/2021
    Fund Category: Index Funds
    Investment Objective: The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved
    Fund Description: An open ended scheme replicating/tracking Nifty Midcap 150 Index
    Fund Benchmark: Nifty Midcap 150 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.