Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Midcap Fund vs Nippon India Growth Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Midcap Fund - Growth Option

Invest Now

Chart Comparison

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

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) ₹42042 Cr ₹10006 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 -3.22% -2.6%
6 Month 1.35% 4.14%
1 Year -1% 2.81%
3 Year 23.44% 26%
5 Year 24.36% 24.23%

SIP Return Analysis

Scheme Name Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Invesco India Midcap Fund - Growth Option
6 Month 0.6% 1.32%
1 Year 14.61% 22.16%
3 Year 19.44% 25.34%
5 Year 21.34% 23.64%

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 1.13% 1.25%
Beta 0.96% 0.95%
Alpha 1.14% 3.8%

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 5.05 10.42
Mid Cap 66.96 54.49
Small Cap 10.48 20.89
Large Cap 17.52 14.19

Sector Allocation

Scheme Name

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

Invesco India Midcap Fund - Growth Option

Others 1.92 2.01
Industrials 15.62 6.94
Financial Services 25.28 34.71
Consumer Cyclical 19.43 20.6
Basic Materials 4.63 3.63
Healthcare 11.41 17.1
Energy 0.93 -
Utilities 5.51 -
Communication Services 3.3 0.44
Consumer Defensive 3.44 -
Technology 7.03 6.91
Real Estate 1.49 7.67

Top Comparisons

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns11.95%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.12%

Compare Now

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns20.94%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns16.14%

Compare Now

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

3Y Returns13.45%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns14.2%

Compare Now
Add to Cart Successfully