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) | ₹42042 Cr | ₹10006 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 | -1.63% | -0.11% |
| 6 Month | 2.49% | 6.04% |
| 1 Year | 0.2% | 5.76% |
| 3 Year | 23.35% | 26.33% |
| 5 Year | 25.26% | 25.01% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.6% | 1.32% |
| 1 Year | 14.61% | 22.16% |
| 3 Year | 19.44% | 25.34% |
| 5 Year | 21.34% | 23.64% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 22.64% | 14.41% |
| 3 Year | 20.87% | 19.22% |
| 5 Year | 17.69% | 19.26% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.50% | 16.03% |
| Sharp | 1.08% | 1.20% |
| Beta | 0.96% | 0.95% |
| Alpha | 1.27% | 3.93% |
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 | 5.34 | 8.93 |
| Mid Cap | 66.45 | 55.48 |
| Small Cap | 10.6 | 20.98 |
| Large Cap | 17.61 | 14.61 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 2.48 | 0.56 |
| Industrials | 15.85 | 9.12 |
| Financial Services | 24.63 | 34.12 |
| Consumer Cyclical | 19.48 | 17 |
| Basic Materials | 4.87 | 3.95 |
| Healthcare | 11.14 | 18.22 |
| Energy | 0.99 | - |
| Utilities | 5.56 | - |
| Communication Services | 2.97 | 1.39 |
| Consumer Defensive | 3.4 | - |
| Technology | 7.05 | 7.23 |
| Real Estate | 1.58 | 8.42 |
Top Comparisons
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.71%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.07%
Templeton India Value Fund - Growth Plan
3Y Returns16.71%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.5%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.19%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.38%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns16.6%