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) | ₹42042 Cr | ₹6278 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 | -3.22% | -2.03% |
| 6 Month | 1.35% | 0.96% |
| 1 Year | -1% | -0.06% |
| 3 Year | 23.44% | 19.9% |
| 5 Year | 24.36% | 20.41% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 0.6% | 1.17% |
| 1 Year | 14.61% | 14.19% |
| 3 Year | 19.44% | 16.16% |
| 5 Year | 21.34% | 16.82% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 22.64% | 19.39% |
| 3 Year | 20.87% | 18.58% |
| 5 Year | 17.69% | 15.8% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.98% | 13.87% |
| Sharp | 1.13% | 0.88% |
| Beta | 0.96% | 0.94% |
| Alpha | 1.14% | -2.36% |
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 | 5.05 | 10.13 |
| Mid Cap | 66.96 | 63.88 |
| Small Cap | 10.48 | 21.18 |
| Large Cap | 17.52 | 4.82 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 1.92 | 1.14 |
| Industrials | 15.62 | 11.87 |
| Financial Services | 25.28 | 23.76 |
| Consumer Cyclical | 19.43 | 17.5 |
| Basic Materials | 4.63 | 15.09 |
| Healthcare | 11.41 | 7.68 |
| Energy | 0.93 | - |
| Utilities | 5.51 | 2.3 |
| Communication Services | 3.3 | 1.06 |
| Consumer Defensive | 3.44 | 1.06 |
| Technology | 7.03 | 12.81 |
| Real Estate | 1.49 | 5.73 |
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