Invesco India Midcap Fund vs Nippon India Growth Fund compare
Nippon India Growth Fund-Growth Plan-Growth Option
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Nippon India Growth Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹33033 Cr | ₹5645 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 Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 4.71% | 6.88% |
6 Month | -2.52% | -0.65% |
1 Year | 7.23% | 16.43% |
3 Year | 30.16% | 31.45% |
5 Year | 33.36% | 30.47% |
SIP Return Analysis
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 11.17% | 13.85% |
1 Year | 10.59% | 19.18% |
3 Year | 25.96% | 30% |
5 Year | 26.18% | 26.59% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 21.99% | 14.33% |
3 Year | 19.31% | 18.54% |
5 Year | 18.45% | 18.96% |
Risk Management
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 16.222% | 13.27% |
Sharp | 0.853% | 1.21% |
Beta | 0.904% | 0.93% |
Alpha | 1.955% | 2.06% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Growth 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 Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 0.61 | 0.06 |
Mid Cap | 65.69 | 66.19 |
Small Cap | 12.66 | 20.26 |
Large Cap | 21.05 | 13.49 |
Sector Allocation
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 0.61 | 0.06 |
Industrials | 14.97 | - |
Financial Services | 21.64 | - |
Basic Materials | 5.49 | - |
Communication Services | 3.9 | - |
Consumer Cyclical | 22.25 | - |
Healthcare | 11.47 | - |
Energy | 0.68 | - |
Technology | 7.6 | - |
Utilities | 6.18 | - |
Consumer Defensive | 3.68 | - |
Real Estate | 1.53 | - |
Industrial Products | - | 5.32 |
Retailing | - | 7.83 |
Auto Components | - | 3.5 |
Healthcare Services | - | 10.63 |
Realty | - | 7.88 |
Insurance | - | 6.33 |
Consumer Durables | - | 6.19 |
Leisure Services | - | 4.87 |
Pharmaceuticals & Biotechnology | - | 6.61 |
Electrical Equipment | - | 2.75 |
Capital Markets | - | 8.51 |
Finance | - | 7.43 |
Banks | - | 4.07 |
Ferrous Metals | - | 2.91 |
IT - Software | - | 4.99 |
Telecom - Services | - | 1.97 |
Transport Services | - | 2.99 |
Cement & Cement Products | - | 3.65 |
Industrial Manufacturing | - | 1.51 |
Top Comparisons
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns24.43%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns15.82%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns20.15%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns34.6%
UTI Infrastructure Fund-Growth Option
3Y Returns26.43%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Quant BFSI Fund Regular - Growth
3Y Returns0%