Nippon India Growth Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹92169 Cr | ₹42042 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Jun 2007 | 08 Oct 1995 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 14.6% | 69% |
| Expense Ratio | 1.39 | 1.59 |
| Manager | Dhruv Muchhal | Kinjal Desai |
| ISIN Code | INF179K01CR2 | INF204K01323 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -0.59% | -1.63% |
| 6 Month | 6.15% | 2.49% |
| 1 Year | 4.23% | 0.2% |
| 3 Year | 24.56% | 23.35% |
| 5 Year | 25.78% | 25.26% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.88% | 0.6% |
| 1 Year | 20.1% | 14.61% |
| 3 Year | 20.78% | 19.44% |
| 5 Year | 22.84% | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 14.41% | 22.64% |
| 3 Year | 20.66% | 20.87% |
| 5 Year | 20% | 17.69% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 15.50% |
| Sharp | 1.25% | 1.08% |
| Beta | 0.86% | 0.96% |
| Alpha | 3.57% | 1.27% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Kinjal Desai |
| Total AUM | ₹520687 Cr | ₹81302 Cr |
| Funds Managed | 40 | 16 |
| HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 11.57 | 5.34 |
| Mid Cap | 63.25 | 66.45 |
| Large Cap | 7.66 | 17.61 |
| Small Cap | 17.53 | 10.6 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 6.72 | 2.48 |
| Basic Materials | 5.26 | 4.87 |
| Consumer Defensive | 5.46 | 3.4 |
| Consumer Cyclical | 17.37 | 19.48 |
| Financial Services | 26.05 | 24.63 |
| Industrials | 9.54 | 15.85 |
| Communication Services | 2.97 | 2.97 |
| Healthcare | 12.3 | 11.14 |
| Technology | 10.16 | 7.05 |
| Energy | 2.96 | 0.99 |
| Utilities | 1.21 | 5.56 |
| Real Estate | - | 1.58 |
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