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) | ₹36836 Cr | ₹6641 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 | 2.96% | 4.86% |
6 Month | 1.35% | 2.65% |
1 Year | 6.44% | 14.75% |
3 Year | 30.85% | 32.33% |
5 Year | 32.82% | 30.37% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 12.92% | 17.5% |
1 Year | 15.13% | 26.69% |
3 Year | 27.67% | 32.46% |
5 Year | 27.12% | 27.9% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 21.99% | 14.33% |
3 Year | 19.31% | 18.54% |
5 Year | 18.45% | 18.96% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 16.21% | 13.27% |
Sharp | 1.21% | 1.21% |
Beta | 0.90% | 0.93% |
Alpha | 2.90% | 2.06% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.87 |
Mid Cap | 65.22 | 62.01 |
Small Cap | 12.57 | 23.01 |
Large Cap | 18.22 | 14.11 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 2.7 | 0.87 |
Industrials | 14.92 | - |
Financial Services | 24.03 | - |
Consumer Cyclical | 21.09 | - |
Basic Materials | 5.48 | - |
Communication Services | 3.6 | - |
Healthcare | 10.92 | - |
Energy | 0.7 | - |
Technology | 6.5 | - |
Utilities | 5.52 | - |
Consumer Defensive | 3.07 | - |
Real Estate | 1.48 | - |
Industrial Products | - | 5.27 |
Retailing | - | 8.58 |
Auto Components | - | 3.69 |
Healthcare Services | - | 9.73 |
Realty | - | 7.96 |
Insurance | - | 6.75 |
Consumer Durables | - | 5.5 |
Leisure Services | - | 2.76 |
IT - Software | - | 6.1 |
Pharmaceuticals & Biotechnology | - | 6.51 |
Electrical Equipment | - | 3.12 |
Capital Markets | - | 9.28 |
Finance | - | 7.13 |
Banks | - | 3.88 |
Ferrous Metals | - | 2.85 |
Telecom - Services | - | 1.94 |
Transport Services | - | 3.08 |
Cement & Cement Products | - | 3.57 |
Industrial Manufacturing | - | 1.43 |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns20.19%
UTI Focused Fund- Regular Plan - Growth Option
3Y Returns19.52%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns16.65%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns22.66%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns23.62%
Quant Value Fund Regular - Growth
3Y Returns29.85%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.29%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.38%