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 | ₹38386 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 | 1.24% | 0.38% |
6 Month | 11.64% | 13.54% |
1 Year | -3.41% | -0.15% |
3 Year | 23.19% | 25.87% |
5 Year | - | 29.76% |
SIP Return Analysis
Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 2.87% | 2.61% |
1 Year | 12.78% | 15.07% |
3 Year | 19.8% | 21.98% |
5 Year | - | 23.04% |
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% | 21.4% |
3 Year | 23.19% | 19.53% |
5 Year | - | 18.57% |
Risk Management
Scheme Name | ITI Mid Cap Fund Regular - Growth | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 16.24% | 15.44% |
Sharp | 0.87% | 1.07% |
Beta | 0.98% | 0.93% |
Alpha | -1.12% | 1.89% |
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 | 12.28 | 4.86 |
Small Cap | 17.05 | 11.18 |
Mid Cap | 60.63 | 66 |
Large Cap | 10.04 | 17.97 |
Sector Allocation
Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.83 | 2.47 |
Technology | 11.63 | 6.76 |
Financial Services | 26.05 | 23.44 |
Consumer Cyclical | 10.75 | 20.82 |
Healthcare | 11.35 | 11.62 |
Industrials | 18.88 | 15.74 |
Basic Materials | 7.68 | 5.29 |
Energy | 1 | 0.84 |
Utilities | 2.81 | 5.54 |
Consumer Defensive | 3.3 | 2.96 |
Real Estate | 1.12 | 1.52 |
Communication Services | 1.61 | 3.01 |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns16.5%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
ICICI Prudential Large Cap Fund - Growth
3Y Returns19.53%
LIC MF Large Cap Fund-Growth
3Y Returns13.01%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns21.93%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns19.82%
SBI Comma Fund - Regular Plan - Growth
3Y Returns17.03%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.95%