Nippon India Growth Fund vs Invesco India Midcap Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹38386 Cr | ₹8062 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 69% | 70% |
Expense Ratio | 1.59 | 1.8 |
Manager | Kinjal Desai | Aditya Khemani |
ISIN Code | INF204K01323 | INF205K01BC9 |
Exits Load | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 3.15% | 2.51% |
6 Month | 22.15% | 28.47% |
1 Year | 0.45% | 7.7% |
3 Year | 24.42% | 27.6% |
5 Year | 28.78% | 27.57% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 4.78% | 7.06% |
1 Year | 14.61% | 23.07% |
3 Year | 23.28% | 28.62% |
5 Year | 23.95% | 25.52% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 21.67% | 14.54% |
3 Year | 19.44% | 18.76% |
5 Year | 18.51% | 19.05% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.50% | 13.27% |
Sharp | 1.03% | 1.2% |
Beta | 0.93% | 0.95% |
Alpha | 2.21% | 4.69% |
Fund Managers
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Kinjal Desai | Aditya Khemani |
Total AUM | ₹81302 Cr | ₹12070 Cr |
Funds Managed | 16 | 3 |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 4.86 | 8.61 |
Mid Cap | 66 | 56.15 |
Small Cap | 11.18 | 19.4 |
Large Cap | 17.97 | 15.84 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 2.47 | 0.84 |
Industrials | 15.74 | 11.33 |
Financial Services | 23.44 | 30.14 |
Consumer Cyclical | 20.82 | 17.28 |
Basic Materials | 5.29 | 5.07 |
Healthcare | 11.62 | 18.68 |
Energy | 0.84 | - |
Technology | 6.76 | 7.55 |
Utilities | 5.54 | - |
Communication Services | 3.01 | 1.53 |
Consumer Defensive | 2.96 | - |
Real Estate | 1.52 | 7.58 |
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