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) | ₹39066 Cr | ₹31384 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 | -1.38% | -0.96% |
6 Month | 17.08% | 15.52% |
1 Year | 4.57% | 3.67% |
3 Year | 24.63% | 17.79% |
5 Year | 29.23% | 22.57% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.12% | 6.86% |
1 Year | 5.86% | 6.95% |
3 Year | 21.87% | 18.24% |
5 Year | 23.47% | 17.69% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 21.67% | 16.33% |
3 Year | 19.44% | 19.44% |
5 Year | 18.51% | 19.68% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.51% | 13.08% |
Sharp | 1.19% | 0.93% |
Beta | 0.93% | 0.83% |
Alpha | 2.20% | -1.9% |
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 | 3.4 | 13.28 |
Mid Cap | 66.5 | 71.13 |
Small Cap | 11.83 | 5.54 |
Large Cap | 18.27 | 10.05 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.34 | 8.2 |
Industrials | 15.66 | 15.82 |
Financial Services | 24.2 | 14.76 |
Consumer Cyclical | 20.56 | 19.93 |
Basic Materials | 5.41 | 11.74 |
Healthcare | 11.74 | 10.99 |
Energy | 0.93 | 0.78 |
Technology | 6.59 | 9.63 |
Utilities | 5.73 | 1.23 |
Communication Services | 3.17 | 3.37 |
Consumer Defensive | 3.09 | 0.35 |
Real Estate | 1.57 | 3.19 |
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