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Nippon India Growth Fund vs Invesco India Midcap Fund compare

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tortoise-icon Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

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tortoise-icon Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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