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) | ₹39329 Cr | ₹8518 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 | 4.6% | 5.62% |
| 6 Month | 12.06% | 19.19% |
| 1 Year | 6.7% | 16.95% |
| 3 Year | 25.31% | 27.95% |
| 5 Year | 29.38% | 28.35% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.79% | 4.32% |
| 1 Year | 15.92% | 24.72% |
| 3 Year | 22.66% | 28.47% |
| 5 Year | 23.56% | 25.55% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 21.4% | 14.41% |
| 3 Year | 19.53% | 18.92% |
| 5 Year | 18.57% | 19.13% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.44% | 13.27% |
| Sharp | 1.07% | 1.21% |
| Beta | 0.93% | 0.95% |
| Alpha | 1.89% | 4.1% |
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 | 5.36 | 8.21 |
| Mid Cap | 65.52 | 55.09 |
| Small Cap | 11 | 21.38 |
| Large Cap | 18.12 | 15.32 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.08 | 0.32 |
| Industrials | 16.25 | 9.75 |
| Financial Services | 23.64 | 31.64 |
| Consumer Cyclical | 20.38 | 17.8 |
| Basic Materials | 5.14 | 4.47 |
| Healthcare | 11.49 | 18.35 |
| Energy | 0.97 | - |
| Utilities | 5.65 | - |
| Communication Services | 2.93 | 1.35 |
| Consumer Defensive | 2.85 | - |
| Technology | 6.2 | 8.7 |
| Real Estate | 1.43 | 7.62 |
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