Aditya Birla Sun Life MidCap Fund vs Nippon India Growth Fund compare
Nippon India Growth Fund-Growth Plan-Growth Option
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Fund | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹33033 Cr | ₹5533 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 03 Oct 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 16% |
Expense Ratio | 1.59 | 1.87 |
Manager | Kinjal Desai | Dhaval Joshi |
ISIN Code | INF204K01323 | INF209K01363 |
Exits Load | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 3.37% | 3.32% |
6 Month | 1.18% | 1.1% |
1 Year | 6.22% | 2.85% |
3 Year | 31.94% | 24.72% |
5 Year | 32.65% | 27.71% |
SIP Return Analysis
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 8.51% | 8.22% |
1 Year | 8.8% | 6.53% |
3 Year | 26.02% | 20.85% |
5 Year | 26.32% | 20.96% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 21.99% | 20.52% |
3 Year | 19.31% | 18.28% |
5 Year | 18.45% | 15.51% |
Risk Management
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 16.222% | 13.87% |
Sharp | 0.853% | 0.87% |
Beta | 0.904% | 0.91% |
Alpha | 1.955% | -3.72% |
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Fund Managers
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Name | Kinjal Desai | Dhaval Joshi |
Total AUM | ₹81302 Cr | ₹361932 Cr |
Funds Managed | 16 | 55 |
Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 0.61 | 2.41 |
Mid Cap | 65.69 | 68.22 |
Small Cap | 12.66 | 17.72 |
Large Cap | 21.05 | 11.49 |
Sector Allocation
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 0.61 | 2.41 |
Industrials | 14.97 | - |
Financial Services | 21.64 | - |
Basic Materials | 5.49 | - |
Communication Services | 3.9 | - |
Consumer Cyclical | 22.25 | - |
Healthcare | 11.47 | - |
Energy | 0.68 | - |
Technology | 7.6 | - |
Utilities | 6.18 | - |
Consumer Defensive | 3.68 | - |
Real Estate | 1.53 | - |
IT - Services | - | 0.51 |
Finance | - | 10.86 |
Retailing | - | 2.65 |
Pharmaceuticals & Biotechnology | - | 7.4 |
Chemicals & Petrochemicals | - | 5.46 |
IT - Software | - | 5.33 |
Leisure Services | - | 2.42 |
Paper, Forest & Jute Products | - | 0.82 |
Healthcare Services | - | 4.67 |
Auto Components | - | 5.78 |
Banks | - | 7.72 |
Electrical Equipment | - | 2.29 |
Transport Services | - | 0.78 |
Capital Markets | - | 1.76 |
Industrial Products | - | 8.01 |
Fertilizers & Agrochemicals | - | 2.05 |
Insurance | - | 2.83 |
Diversified Metals | - | 0.83 |
Realty | - | 3.81 |
Consumer Durables | - | 4.2 |
Construction | - | 0.15 |
Automobiles | - | 0.95 |
Minerals & Mining | - | 1.82 |
Beverages | - | 3.27 |
Transport Infrastructure | - | 0.69 |
Ferrous Metals | - | 1.76 |
Textiles & Apparels | - | 3.62 |
Power | - | 3 |
Cement & Cement Products | - | 1.99 |
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