Invesco India Midcap Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹41268 Cr | ₹9320 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Oct 1995 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 69% | 70% |
| Expense Ratio | 1.59 | 1.8 |
| Manager | Kinjal Desai | Aditya Khemani |
| ISIN Code | INF204K01323 | INF205K01BC9 |
| 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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | -0.9% | -0.11% |
| 6 Month | 3.06% | 6.8% |
| 1 Year | 1.38% | 6.69% |
| 3 Year | 23.18% | 25.95% |
| 5 Year | 25.69% | 25.11% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.6% | 4.13% |
| 1 Year | 16.29% | 25.84% |
| 3 Year | 21.16% | 27.4% |
| 5 Year | 22.63% | 24.95% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 22.64% | 14.41% |
| 3 Year | 20.87% | 19.22% |
| 5 Year | 17.69% | 19.26% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 13.98% | 13.27% |
| Sharp | 1.17% | 1.24% |
| Beta | 0.96% | 0.95% |
| Alpha | 1.69% | 3.68% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Kinjal Desai | Aditya Khemani |
| Total AUM | ₹81302 Cr | ₹12070 Cr |
| Funds Managed | 16 | 3 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.48 | 0.57 |
| Mid Cap | 66.99 | 62.54 |
| Small Cap | 9.34 | 22.74 |
| Large Cap | 21.19 | 14.15 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.48 | 0.57 |
| Industrial Products | 5.36 | 3.51 |
| Capital Markets | 5.31 | 7.52 |
| Retailing | 5.97 | 11.81 |
| Cement & Cement Products | 1.37 | 3.19 |
| Finance | 8.04 | 9.91 |
| Healthcare Services | 5.11 | 10.36 |
| Leisure Services | 2.95 | - |
| Pharmaceuticals & Biotechnology | 6.02 | 7.86 |
| Aerospace & Defense | 2 | - |
| Electrical Equipment | 3.67 | 1.25 |
| Auto Components | 8.22 | 1.87 |
| Banks | 8.1 | 10.66 |
| Petroleum Products | 0.99 | - |
| Chemicals & Petrochemicals | 0.8 | - |
| Power | 4.46 | - |
| Automobiles | 0.9 | - |
| Transport Services | 1.51 | 2.56 |
| Telecom - Services | 1.86 | 1.39 |
| Fertilizers & Agrochemicals | 0.98 | - |
| Consumer Durables | 6.23 | 7.27 |
| Insurance | 3.17 | 6.02 |
| Beverages | 2.91 | - |
| Gas | 1.1 | - |
| Agricultural, Commercial & Construction Vehicles | 1.78 | - |
| Personal Products | 0.49 | - |
| IT - Software | 3.1 | 4.41 |
| Diversified | 0.43 | - |
| Minerals & Mining | 0.41 | - |
| Textiles & Apparels | 0.96 | - |
| Realty | 1.58 | 7.81 |
| Financial Technology (Fintech) | 1.74 | - |
| Commercial Services & Supplies | - | 0.6 |
| Industrial Manufacturing | - | 1.43 |
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