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) | ₹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
3Y Returns11.95%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.12%
ICICI Prudential Value Fund - Growth
3Y Returns20.94%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.14%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.45%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.2%