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 | -0.65% | -1.85% |
| 6 Month | 7.59% | 4.19% |
| 1 Year | 5.63% | 1.29% |
| 3 Year | 24.94% | 23.74% |
| 5 Year | 25.52% | 24.63% |
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 | 14.36% | 22.56% |
| 3 Year | 20.76% | 20.89% |
| 5 Year | 20.06% | 17.71% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 13.98% |
| Sharp | 1.25% | 1.13% |
| Beta | 0.86% | 0.96% |
| Alpha | 3.57% | 1.14% |
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 | 12.16 | 5.05 |
| Mid Cap | 63.68 | 66.96 |
| Large Cap | 7.64 | 17.52 |
| Small Cap | 16.51 | 10.48 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 6.97 | 1.92 |
| Basic Materials | 5.07 | 4.63 |
| Consumer Defensive | 5.56 | 3.44 |
| Consumer Cyclical | 16.69 | 19.43 |
| Financial Services | 27.28 | 25.28 |
| Industrials | 9.05 | 15.62 |
| Communication Services | 2.76 | 3.3 |
| Healthcare | 12.26 | 11.41 |
| Technology | 10.48 | 7.03 |
| Energy | 2.76 | 0.93 |
| Utilities | 1.11 | 5.51 |
| Real Estate | - | 1.49 |
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