Aditya Birla Sun Life MidCap Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹38386 Cr | ₹5970 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 Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 2.36% | 2.47% |
6 Month | 21.98% | 19.05% |
1 Year | 0.27% | -3.99% |
3 Year | 23.28% | 17.67% |
5 Year | 28.62% | 23.85% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 4.78% | 4.04% |
1 Year | 14.61% | 11.78% |
3 Year | 23.28% | 18.72% |
5 Year | 23.95% | 18.79% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 21.67% | 20.02% |
3 Year | 19.44% | 18.45% |
5 Year | 18.51% | 15.6% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 15.50% | 13.87% |
Sharp | 1.03% | 0.76% |
Beta | 0.93% | 0.94% |
Alpha | 2.21% | -2.6% |
Fund Managers
Scheme Name | Nippon India Growth Mid Cap 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 Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 3.4 | 8.56 |
Mid Cap | 66.5 | 68.85 |
Small Cap | 11.83 | 17.93 |
Large Cap | 18.27 | 4.66 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 1.34 | 3.54 |
Industrials | 15.66 | 11.11 |
Financial Services | 24.2 | 20.54 |
Consumer Cyclical | 20.56 | 14.97 |
Basic Materials | 5.41 | 16.2 |
Healthcare | 11.74 | 12.48 |
Energy | 0.93 | - |
Technology | 6.59 | 10.98 |
Utilities | 5.73 | 2.36 |
Communication Services | 3.17 | 1.14 |
Consumer Defensive | 3.09 | 2.87 |
Real Estate | 1.57 | 3.81 |
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