Motilal Oswal Midcap Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹39329 Cr | ₹34749 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 08 Oct 1995 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69% | 120% |
| Expense Ratio | 1.59 | 1.58 |
| Manager | Kinjal Desai | Rakesh Shetty |
| ISIN Code | INF204K01323 | INF247L01411 |
| 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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.99% | 0.08% |
| 6 Month | 11.29% | 8.3% |
| 1 Year | 2.74% | -3.84% |
| 3 Year | 24.4% | 24.46% |
| 5 Year | 28.47% | 31.41% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.85% | 1.54% |
| 1 Year | 17.11% | 7.72% |
| 3 Year | 22.23% | 23.3% |
| 5 Year | 23.14% | 26.33% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 21.4% | 17.24% |
| 3 Year | 19.53% | 20.42% |
| 5 Year | 18.57% | 14.63% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.48% | 17.71% |
| Sharp | 1.12% | 1.02% |
| Beta | 0.96% | 0.91% |
| Alpha | 1.83% | 3.53% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Kinjal Desai | Rakesh Shetty |
| Total AUM | ₹81302 Cr | ₹33886 Cr |
| Funds Managed | 16 | 19 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 5.36 | 18.03 |
| Mid Cap | 65.52 | 59.27 |
| Small Cap | 11 | - |
| Large Cap | 18.12 | 22.7 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.08 | 8.99 |
| Industrials | 16.25 | 16.82 |
| Financial Services | 23.64 | 3.15 |
| Consumer Cyclical | 20.38 | 23.94 |
| Basic Materials | 5.14 | - |
| Healthcare | 11.49 | 1.69 |
| Energy | 0.97 | - |
| Utilities | 5.65 | - |
| Communication Services | 2.93 | 3.22 |
| Consumer Defensive | 2.85 | - |
| Technology | 6.2 | 39.79 |
| Real Estate | 1.43 | 2.39 |
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