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) | ₹89383 Cr | ₹41268 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 | 0.47% | -0.9% |
| 6 Month | 7.03% | 3.06% |
| 1 Year | 5.94% | 1.38% |
| 3 Year | 24.58% | 23.18% |
| 5 Year | 26.08% | 25.69% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 4.37% | 1.8% |
| 1 Year | 20.93% | 14.77% |
| 3 Year | 21.3% | 19.84% |
| 5 Year | 23.21% | 21.63% |
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 | 2.48 |
| Mid Cap | 63.25 | 66.99 |
| Large Cap | 7.66 | 21.19 |
| Small Cap | 17.53 | 9.34 |
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 | - |
| Consumer Defensive | 5.46 | - |
| Consumer Cyclical | 17.37 | - |
| Financial Services | 26.05 | - |
| Industrials | 9.54 | - |
| Communication Services | 2.97 | - |
| Healthcare | 12.3 | - |
| Technology | 10.16 | - |
| Energy | 2.96 | - |
| Utilities | 1.21 | - |
| Industrial Products | - | 5.36 |
| Capital Markets | - | 5.31 |
| Retailing | - | 5.97 |
| Cement & Cement Products | - | 1.37 |
| Finance | - | 8.04 |
| Healthcare Services | - | 5.11 |
| Leisure Services | - | 2.95 |
| Pharmaceuticals & Biotechnology | - | 6.02 |
| Aerospace & Defense | - | 2 |
| Electrical Equipment | - | 3.67 |
| Auto Components | - | 8.22 |
| Banks | - | 8.1 |
| Petroleum Products | - | 0.99 |
| Chemicals & Petrochemicals | - | 0.8 |
| Power | - | 4.46 |
| Automobiles | - | 0.9 |
| Transport Services | - | 1.51 |
| Telecom - Services | - | 1.86 |
| Fertilizers & Agrochemicals | - | 0.98 |
| Consumer Durables | - | 6.23 |
| Insurance | - | 3.17 |
| Beverages | - | 2.91 |
| Gas | - | 1.1 |
| Agricultural, Commercial & Construction Vehicles | - | 1.78 |
| Personal Products | - | 0.49 |
| IT - Software | - | 3.1 |
| Diversified | - | 0.43 |
| Minerals & Mining | - | 0.41 |
| Textiles & Apparels | - | 0.96 |
| Realty | - | 1.58 |
| Financial Technology (Fintech) | - | 1.74 |
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