HDFC Mid vs Nippon India Growth Fund compare
HDFC Mid-Cap Fund - Growth Plan
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
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 | 2.56% | 2.83% |
6 Month | 18.98% | 20.59% |
1 Year | 1.36% | 0.23% |
3 Year | 24.08% | 23.38% |
5 Year | 29.49% | 29.47% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 5.13% | 4.78% |
1 Year | 15.05% | 14.61% |
3 Year | 22.66% | 23.28% |
5 Year | 24.25% | 23.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 14.93% | 21.67% |
3 Year | 20.25% | 19.44% |
5 Year | 19.59% | 18.51% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.84% | 15.50% |
Sharp | 1.20% | 1.03% |
Beta | 0.83% | 0.93% |
Alpha | 4.36% | 2.21% |
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 | 12.06 | 3.4 |
Mid Cap | 61.58 | 66.5 |
Large Cap | 7.16 | 18.27 |
Small Cap | 19.2 | 11.83 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 7.22 | 1.34 |
Basic Materials | 5.74 | 5.41 |
Consumer Defensive | 5.12 | 3.09 |
Consumer Cyclical | 18.34 | 20.56 |
Financial Services | 24.14 | 24.2 |
Industrials | 10.31 | 15.66 |
Communication Services | 2.93 | 3.17 |
Healthcare | 12 | 11.74 |
Technology | 10.2 | 6.59 |
Energy | 2.77 | 0.93 |
Utilities | 1.24 | 5.73 |
Real Estate | - | 1.57 |
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