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) | ₹42042 Cr | ₹38003 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 | -2.23% | -3.03% |
| 6 Month | 1.21% | -0.95% |
| 1 Year | -1.26% | -12.83% |
| 3 Year | 23.66% | 24.38% |
| 5 Year | 24.54% | 28.29% |
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 | 0.6% | -2.56% |
| 1 Year | 14.61% | 4.13% |
| 3 Year | 19.44% | 18.77% |
| 5 Year | 21.34% | 23.5% |
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 | 22.64% | 16.72% |
| 3 Year | 20.87% | 20.79% |
| 5 Year | 17.69% | 14.82% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.98% | 17.71% |
| Sharp | 1.13% | 1.03% |
| Beta | 0.96% | 0.91% |
| Alpha | 1.14% | 3.59% |
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 | 5.34 | 17.44 |
| Mid Cap | 66.45 | 61.87 |
| Small Cap | 10.6 | - |
| Large Cap | 17.61 | 20.69 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.48 | 7.52 |
| Industrials | 15.85 | 11.9 |
| Financial Services | 24.63 | 11.71 |
| Consumer Cyclical | 19.48 | 18.46 |
| Basic Materials | 4.87 | - |
| Healthcare | 11.14 | 1.61 |
| Energy | 0.99 | - |
| Utilities | 5.56 | - |
| Communication Services | 2.97 | 8.74 |
| Consumer Defensive | 3.4 | - |
| Technology | 7.05 | 37.64 |
| Real Estate | 1.58 | 2.43 |
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