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) | ₹38386 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 | 0.38% | -0.78% |
6 Month | 13.54% | 16.7% |
1 Year | -0.15% | -3.7% |
3 Year | 25.87% | 27.16% |
5 Year | 29.76% | 33.74% |
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 | 2.61% | 2.55% |
1 Year | 15.07% | 9.81% |
3 Year | 21.98% | 24.45% |
5 Year | 23.04% | 27.17% |
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 | 15.44% | 17.60% |
Sharp | 1.07% | 0.95% |
Beta | 0.93% | 0.89% |
Alpha | 1.89% | 2.81% |
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 | 4.86 | 12.4 |
Mid Cap | 66 | 63.22 |
Small Cap | 11.18 | - |
Large Cap | 17.97 | 24.39 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.47 | 2.61 |
Industrials | 15.74 | 16.55 |
Financial Services | 23.44 | 3.2 |
Consumer Cyclical | 20.82 | 26.86 |
Basic Materials | 5.29 | - |
Healthcare | 11.62 | 3.21 |
Energy | 0.84 | - |
Technology | 6.76 | 41.66 |
Utilities | 5.54 | - |
Communication Services | 3.01 | 3.34 |
Consumer Defensive | 2.96 | - |
Real Estate | 1.52 | 2.58 |
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