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) | ₹1329 Cr | ₹42124 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 | -2.2% | -0.95% |
| 6 Month | 2.8% | 0.08% |
| 1 Year | 11.29% | 11.58% |
| 3 Year | 24.76% | 25.42% |
| 5 Year | - | 24.06% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -2.02% | -3.88% |
| 1 Year | 3.52% | 0.16% |
| 3 Year | 14.01% | 14.38% |
| 5 Year | - | 18.91% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 7.61% | 22.42% |
| 3 Year | 23.06% | 20.98% |
| 5 Year | - | 17.75% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 14.37% | 13.98% |
| Sharp | 1.08% | 1.17% |
| Beta | 0.99% | 0.96% |
| Alpha | 0.34% | 1.27% |
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 | 11.88 | 6.11 |
| Mid Cap | 62.18 | 66.24 |
| Large Cap | 9.61 | 17.29 |
| Small Cap | 16.32 | 10.36 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.13 | 2.24 |
| Financial Services | 27.89 | 25.26 |
| Consumer Cyclical | 10.17 | 19.34 |
| Technology | 11.48 | 6.64 |
| Industrials | 20.43 | 15.57 |
| Healthcare | 11.54 | 10.96 |
| Basic Materials | 11.96 | 4.87 |
| Energy | 0.69 | 1.02 |
| Consumer Defensive | 2.21 | 3.52 |
| Communication Services | 1.4 | 3.43 |
| Utilities | 1.1 | 5.74 |
| Real Estate | - | 1.41 |
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