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) | ₹39329 Cr | ₹6008 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 | 3.08% | 3.51% |
| 6 Month | 10.79% | 10.02% |
| 1 Year | 5.46% | 1.73% |
| 3 Year | 25.13% | 19.83% |
| 5 Year | 29.56% | 24.55% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 0.23% | -0.31% |
| 1 Year | 9.97% | 7.46% |
| 3 Year | 19.66% | 15.24% |
| 5 Year | 21.75% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 21.4% | 19.77% |
| 3 Year | 19.53% | 18.44% |
| 5 Year | 18.57% | 15.68% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.48% | 15.53% |
| Sharp | 1.12% | 0.83% |
| Beta | 0.96% | 0.94% |
| Alpha | 1.83% | -2.25% |
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 | 5.36 | 8.79 |
| Mid Cap | 65.52 | 65.81 |
| Small Cap | 11 | 21.45 |
| Large Cap | 18.12 | 3.95 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 3.08 | 2.88 |
| Industrials | 16.25 | 11.8 |
| Financial Services | 23.64 | 20.63 |
| Consumer Cyclical | 20.38 | 17.13 |
| Basic Materials | 5.14 | 16.17 |
| Healthcare | 11.49 | 10.41 |
| Energy | 0.97 | - |
| Utilities | 5.65 | 2.23 |
| Communication Services | 2.93 | 1.09 |
| Consumer Defensive | 2.85 | 2.8 |
| Technology | 6.2 | 11.09 |
| Real Estate | 1.43 | 3.76 |
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