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) | ₹92642 Cr | ₹42124 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 | 0.43% | 0.68% |
| 6 Month | 1.86% | 0.1% |
| 1 Year | 11.76% | 8.12% |
| 3 Year | 25.36% | 24.95% |
| 5 Year | 24.56% | 23.34% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.82% | -0.2% |
| 1 Year | 15.74% | 10.71% |
| 3 Year | 18.71% | 17.31% |
| 5 Year | 21.86% | 20.32% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 14.19% | 22.42% |
| 3 Year | 20.87% | 20.98% |
| 5 Year | 20.13% | 17.75% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.9% | 13.98% |
| Sharp | 1.32% | 1.17% |
| Beta | 0.86% | 0.96% |
| Alpha | 3.32% | 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 | 12.55 | 6.11 |
| Mid Cap | 63.87 | 66.24 |
| Large Cap | 7.51 | 17.29 |
| Small Cap | 16.07 | 10.36 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 7.09 | 2.24 |
| Basic Materials | 4.98 | 4.87 |
| Consumer Defensive | 5.82 | 3.52 |
| Consumer Cyclical | 16.33 | 19.34 |
| Financial Services | 27.51 | 25.26 |
| Industrials | 9.6 | 15.57 |
| Communication Services | 2.77 | 3.43 |
| Healthcare | 12.04 | 10.96 |
| Technology | 9.79 | 6.64 |
| Energy | 2.99 | 1.02 |
| Utilities | 1.07 | 5.74 |
| Real Estate | - | 1.41 |
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