Nippon India Growth Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1201 Cr | ₹39329 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Mar 2021 | 08 Oct 1995 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 69% |
| Expense Ratio | 2.06 | 1.59 |
| Manager | Rohan Korde | Kinjal Desai |
| ISIN Code | INF00XX01895 | INF204K01323 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Growth Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 1.81% | 2.31% |
| 6 Month | 7.22% | 8.21% |
| 1 Year | 6.9% | 8.87% |
| 3 Year | 22.96% | 25.33% |
| 5 Year | - | 27.94% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.13% | 2.16% |
| 1 Year | 13.78% | 16.56% |
| 3 Year | 19.11% | 21.51% |
| 5 Year | - | 22.62% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 11.69% | 22.79% |
| 3 Year | 23.19% | 20.78% |
| 5 Year | - | 17.67% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 16.35% | 15.48% |
| Sharp | 0.96% | 1.12% |
| Beta | 1.00% | 0.96% |
| Alpha | -0.49% | 1.83% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Rohan Korde | Kinjal Desai |
| Total AUM | ₹4626 Cr | ₹81302 Cr |
| Funds Managed | 10 | 16 |
| ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 10.07 | 5.36 |
| Mid Cap | 62.06 | 65.52 |
| Large Cap | 9.11 | 18.12 |
| Small Cap | 18.75 | 11 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.77 | 3.08 |
| Financial Services | 22.11 | 23.64 |
| Consumer Cyclical | 10.2 | 20.38 |
| Technology | 12.5 | 6.2 |
| Industrials | 21.12 | 16.25 |
| Healthcare | 12.04 | 11.49 |
| Basic Materials | 9.34 | 5.14 |
| Energy | 1.13 | 0.97 |
| Utilities | 2.93 | 5.65 |
| Consumer Defensive | 4.31 | 2.85 |
| Real Estate | 1.07 | 1.43 |
| Communication Services | 1.47 | 2.93 |
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