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) | ₹39329 Cr | ₹34749 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 | -0.17% | -1.47% |
6 Month | 12.29% | 15.21% |
1 Year | 1.11% | -2.92% |
3 Year | 25.65% | 26.84% |
5 Year | 29.64% | 33.62% |
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 | 2.2% | 2.22% |
1 Year | 14.45% | 9.45% |
3 Year | 22.2% | 24.64% |
5 Year | 23.28% | 27.36% |
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 | 21.4% | 17.24% |
3 Year | 19.53% | 20.42% |
5 Year | 18.57% | 14.63% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 15.44% | 17.60% |
Sharp | 1.07% | 0.95% |
Beta | 0.93% | 0.89% |
Alpha | 1.89% | 2.81% |
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 | 5.36 | 18.03 |
Mid Cap | 65.52 | 59.27 |
Small Cap | 11 | - |
Large Cap | 18.12 | 22.7 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 3.08 | 8.99 |
Industrials | 16.25 | 16.82 |
Financial Services | 23.64 | 3.15 |
Consumer Cyclical | 20.38 | 23.94 |
Basic Materials | 5.14 | - |
Healthcare | 11.49 | 1.69 |
Energy | 0.97 | - |
Utilities | 5.65 | - |
Communication Services | 2.93 | 3.22 |
Consumer Defensive | 2.85 | - |
Technology | 6.2 | 39.79 |
Real Estate | 1.43 | 2.39 |
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