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) | ₹42042 Cr | ₹32202 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 | -2.52% | -2.8% |
| 6 Month | 1.74% | -0.1% |
| 1 Year | -0.1% | -1.93% |
| 3 Year | 23.47% | 18.11% |
| 5 Year | 24.39% | 17.9% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.6% | -0.54% |
| 1 Year | 14.61% | 10.94% |
| 3 Year | 19.44% | 15.62% |
| 5 Year | 21.34% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.56% | 15.73% |
| 3 Year | 20.89% | 19.14% |
| 5 Year | 17.71% | 19.8% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.98% | 13.08% |
| Sharp | 1.13% | 0.9% |
| Beta | 0.96% | 0.83% |
| Alpha | 1.14% | -1.39% |
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 | 5.05 | 12.39 |
| Mid Cap | 66.96 | 69.76 |
| Small Cap | 10.48 | 5.89 |
| Large Cap | 17.52 | 11.97 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.92 | 6.81 |
| Industrials | 15.62 | 17.3 |
| Financial Services | 25.28 | 18.4 |
| Consumer Cyclical | 19.43 | 20.21 |
| Basic Materials | 4.63 | 8.07 |
| Healthcare | 11.41 | 10.34 |
| Energy | 0.93 | 0.82 |
| Utilities | 5.51 | 1.22 |
| Communication Services | 3.3 | 3.43 |
| Consumer Defensive | 3.44 | 0.09 |
| Technology | 7.03 | 10.09 |
| Real Estate | 1.49 | 3.23 |
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