HDFC Mid vs Nippon India Growth Fund compare

HDFC Mid vs Nippon India Growth Fund compare

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HDFC Mid-Cap Fund - Growth Plan

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Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Fund	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹83105 Cr	₹38386 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹100
Launch Date	25 Jun 2007	08 Oct 1995
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	69%
Expense Ratio	1.39	1.59
Manager	Dhruv Muchhal	Kinjal Desai
ISIN Code	INF179K01CR2	INF204K01323
Exits Load	HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Month	1.1%	0.57%
6 Month	15.32%	13.55%
1 Year	2.4%	-0.93%
3 Year	26.54%	25.72%
5 Year	29.97%	29.9%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
6 Month	3.1%	2.61%
1 Year	16.14%	15.07%
3 Year	21.69%	21.98%
5 Year	23.59%	23.04%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
1 Year	14.73%	21.4%
3 Year	20.43%	19.53%
5 Year	19.73%	18.57%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	13.79%	15.44%
Sharp	1.24%	1.07%
Beta	0.84%	0.93%
Alpha	4.00%	1.89%

Fund Managers

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Name	Dhruv Muchhal	Kinjal Desai
Total AUM	₹520687 Cr	₹81302 Cr
Funds Managed	40	16
	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Market Cap

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	11.94	4.86
Mid Cap	61.34	66
Large Cap	7.84	17.97
Small Cap	18.89	11.18

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Others	6.98	2.47
Basic Materials	5.39	5.29
Consumer Defensive	5.7	2.96
Consumer Cyclical	18.41	20.82
Financial Services	24.21	23.44
Industrials	10.63	15.74
Communication Services	2.73	3.01
Healthcare	11.74	11.62
Technology	10.45	6.76
Energy	2.51	0.84
Utilities	1.26	5.54
Real Estate	-	1.52

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