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) | ₹38581 Cr | ₹7802 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 | -0.52% | -0.33% |
6 Month | 16.46% | 24.38% |
1 Year | 2.2% | 13.99% |
3 Year | 26.05% | 29.21% |
5 Year | 28.81% | 28.19% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 4.61% | 9.55% |
1 Year | 10.32% | 23.31% |
3 Year | 24.19% | 30.67% |
5 Year | 24.9% | 26.93% |
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 | 15.51% | 15.92% |
Sharp | 1.19% | 1.27% |
Beta | 0.93% | 0.91% |
Alpha | 2.20% | 4.38% |
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 | 3.4 | 8.19 |
Mid Cap | 66.5 | 59.02 |
Small Cap | 11.83 | 20.53 |
Large Cap | 18.27 | 12.26 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 1.34 | 1.92 |
Industrials | 15.66 | 10.06 |
Financial Services | 24.2 | 29.43 |
Consumer Cyclical | 20.56 | 16.17 |
Basic Materials | 5.41 | 5.42 |
Healthcare | 11.74 | 19.75 |
Energy | 0.93 | - |
Technology | 6.59 | 7.74 |
Utilities | 5.73 | - |
Communication Services | 3.17 | 1.65 |
Consumer Defensive | 3.09 | - |
Real Estate | 1.57 | 7.86 |
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