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) | ₹39066 Cr | ₹7406 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 | -2.47% | -0.97% |
6 Month | 9.32% | 15.9% |
1 Year | 0.75% | 11.65% |
3 Year | 26.48% | 28.7% |
5 Year | 31.01% | 29.35% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 8.01% | 13.66% |
1 Year | 11.13% | 24.5% |
3 Year | 25.17% | 31.19% |
5 Year | 25.57% | 27.17% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 21.67% | 14.54% |
3 Year | 19.44% | 18.76% |
5 Year | 18.51% | 19.05% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.85% | 13.27% |
Sharp | 1.42% | 1.51% |
Beta | 0.92% | 0.93% |
Alpha | 2.57% | 3.42% |
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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 | 3.63 | 6.58 |
Mid Cap | 65.62 | 60.53 |
Small Cap | 12.36 | 17.98 |
Large Cap | 18.39 | 14.91 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 2.26 | 1 |
Industrials | 14.74 | 12.25 |
Financial Services | 24.66 | 26.6 |
Consumer Cyclical | 20.68 | 17.09 |
Basic Materials | 5.36 | 5.97 |
Communication Services | 3.47 | 1.86 |
Healthcare | 11.3 | 18.98 |
Energy | 0.74 | - |
Technology | 6.57 | 8.31 |
Utilities | 5.8 | - |
Consumer Defensive | 2.83 | - |
Real Estate | 1.58 | 7.93 |
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