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) | ₹1224 Cr | ₹38581 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 | -0.97% | -0.52% |
6 Month | 14.75% | 16.46% |
1 Year | -6.37% | 2.2% |
3 Year | 23.16% | 26.05% |
5 Year | - | 28.81% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 3.16% | 4.61% |
1 Year | 5.24% | 10.32% |
3 Year | 21.09% | 24.19% |
5 Year | - | 24.9% |
Rolling Lumpsum Returns
Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 15.76% | 21.67% |
3 Year | 23.51% | 19.44% |
5 Year | - | 18.51% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 16.28% | 15.51% |
Sharp | 1.00% | 1.19% |
Beta | 0.98% | 0.93% |
Alpha | -0.74% | 2.20% |
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 | 8.68 | 3.4 |
Small Cap | 18.56 | 11.83 |
Mid Cap | 64.71 | 66.5 |
Large Cap | 8.04 | 18.27 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 2.7 | 1.34 |
Technology | 10.74 | 6.59 |
Financial Services | 23.99 | 24.2 |
Consumer Cyclical | 8.36 | 20.56 |
Healthcare | 11.33 | 11.74 |
Industrials | 21.78 | 15.66 |
Basic Materials | 9.25 | 5.41 |
Energy | 0.95 | 0.93 |
Utilities | 3.61 | 5.73 |
Consumer Defensive | 3.29 | 3.09 |
Real Estate | 2.36 | 1.57 |
Communication Services | 1.64 | 3.17 |
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