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) | ₹84855 Cr | ₹39329 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 | 0.3% | -0.17% |
6 Month | 13.52% | 12.29% |
1 Year | 3.89% | 1.11% |
3 Year | 26.19% | 25.65% |
5 Year | 29.64% | 29.64% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 2.23% | 2.2% |
1 Year | 14.86% | 14.45% |
3 Year | 21.53% | 22.2% |
5 Year | 23.63% | 23.28% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 14.73% | 21.4% |
3 Year | 20.43% | 19.53% |
5 Year | 19.73% | 18.57% |
Risk Management
Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.79% | 15.44% |
Sharp | 1.24% | 1.07% |
Beta | 0.84% | 0.93% |
Alpha | 4.00% | 1.89% |
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 | 10.91 | 5.36 |
Mid Cap | 62.44 | 65.52 |
Large Cap | 7.87 | 18.12 |
Small Cap | 18.77 | 11 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 6.37 | 3.08 |
Basic Materials | 5.54 | 5.14 |
Consumer Defensive | 5.67 | 2.85 |
Consumer Cyclical | 17.92 | 20.38 |
Financial Services | 24.7 | 23.64 |
Industrials | 10.55 | 16.25 |
Communication Services | 2.73 | 2.93 |
Healthcare | 12.55 | 11.49 |
Technology | 9.82 | 6.2 |
Energy | 2.9 | 0.97 |
Utilities | 1.24 | 5.65 |
Real Estate | - | 1.43 |
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