Nippon India Growth Fund vs Motilal Oswal Midcap Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹36836 Cr | ₹30401 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 08 Oct 1995 | 24 Feb 2014 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 120% |
Expense Ratio | 1.59 | 1.58 |
Manager | Kinjal Desai | Rakesh Shetty |
ISIN Code | INF204K01323 | INF247L01411 |
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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Month | 2.96% | 3.83% |
6 Month | 1.35% | -8.44% |
1 Year | 6.44% | 6.83% |
3 Year | 30.85% | 34.79% |
5 Year | 32.82% | 36.51% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 12.16% | 10.14% |
1 Year | 15.19% | 8.12% |
3 Year | 26.5% | 29.14% |
5 Year | 26.46% | 30.78% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 21.99% | 18.18% |
3 Year | 19.31% | 19.42% |
5 Year | 18.45% | 14.18% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 15.85% | 17.92% |
Sharp | 1.42% | 1.43% |
Beta | 0.92% | 0.87% |
Alpha | 2.57% | 6.76% |
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Fund Managers
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Name | Kinjal Desai | Rakesh Shetty |
Total AUM | ₹81302 Cr | ₹33886 Cr |
Funds Managed | 16 | 19 |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 4 | 25.19 |
Mid Cap | 65.22 | 65.75 |
Small Cap | 12.57 | - |
Large Cap | 18.22 | 9.05 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.7 | 25.19 |
Industrials | 14.92 | 15.27 |
Financial Services | 24.03 | 0.09 |
Consumer Cyclical | 21.09 | 16.01 |
Basic Materials | 5.48 | 2 |
Communication Services | 3.6 | 4.06 |
Healthcare | 10.92 | 4.44 |
Energy | 0.7 | - |
Technology | 6.5 | 29.87 |
Utilities | 5.52 | 0.24 |
Consumer Defensive | 3.07 | - |
Real Estate | 1.48 | 2.81 |
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