Axis Midcap Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹39329 Cr | ₹31147 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Oct 1995 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 69% | 23% |
| Expense Ratio | 1.59 | 1.58 |
| Manager | Kinjal Desai | Shreyash Devalkar |
| ISIN Code | INF204K01323 | INF846K01859 |
| 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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.08% | 2.24% |
| 6 Month | 10.79% | 10.59% |
| 1 Year | 5.46% | 4.79% |
| 3 Year | 25.13% | 18.77% |
| 5 Year | 29.56% | 21.79% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.23% | -0.21% |
| 1 Year | 9.97% | 8.72% |
| 3 Year | 19.66% | 16.2% |
| 5 Year | 21.75% | 16.14% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.4% | 16.23% |
| 3 Year | 19.53% | 19.32% |
| 5 Year | 18.57% | 19.77% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.44% | 13.08% |
| Sharp | 1.07% | 0.82% |
| Beta | 0.93% | 0.83% |
| Alpha | 1.89% | -1.63% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kinjal Desai | Shreyash Devalkar |
| Total AUM | ₹81302 Cr | ₹166770 Cr |
| Funds Managed | 16 | 14 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.36 | 12.73 |
| Mid Cap | 65.52 | 69.27 |
| Small Cap | 11 | 5.36 |
| Large Cap | 18.12 | 12.64 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.08 | 8.39 |
| Industrials | 16.25 | 15.78 |
| Financial Services | 23.64 | 14.81 |
| Consumer Cyclical | 20.38 | 22.23 |
| Basic Materials | 5.14 | 9.92 |
| Healthcare | 11.49 | 11.51 |
| Energy | 0.97 | 0.82 |
| Utilities | 5.65 | 1.16 |
| Communication Services | 2.93 | 2.96 |
| Consumer Defensive | 2.85 | 0.09 |
| Technology | 6.2 | 9.34 |
| Real Estate | 1.43 | 2.98 |
Top Comparisons
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns25.13%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.2%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns18.72%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.7%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.08%
Invesco India Largecap Fund - Growth
3Y Returns17.12%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.46%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.88%