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) | ₹42124 Cr | ₹36880 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 | 0.68% | -2.53% |
| 6 Month | 0.1% | -5.75% |
| 1 Year | 8.12% | -3.93% |
| 3 Year | 24.95% | 24.4% |
| 5 Year | 23.34% | 26.66% |
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 | -0.2% | -5.66% |
| 1 Year | 10.71% | -2.92% |
| 3 Year | 17.31% | 14.65% |
| 5 Year | 20.32% | 21.17% |
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 | 22.42% | 16.44% |
| 3 Year | 20.98% | 20.95% |
| 5 Year | 17.75% | 14.91% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.98% | 13.31% |
| Sharp | 1.17% | 1.03% |
| Beta | 0.96% | 0.91% |
| Alpha | 1.27% | 2.6% |
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 | 6.11 | 25.31 |
| Mid Cap | 66.24 | 58.51 |
| Small Cap | 10.36 | - |
| Large Cap | 17.29 | 16.18 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.24 | 16.4 |
| Industrials | 15.57 | 10.84 |
| Financial Services | 25.26 | 10.65 |
| Consumer Cyclical | 19.34 | 15.12 |
| Basic Materials | 4.87 | - |
| Healthcare | 10.96 | 0.85 |
| Energy | 1.02 | - |
| Utilities | 5.74 | - |
| Communication Services | 3.43 | 9.14 |
| Consumer Defensive | 3.52 | - |
| Technology | 6.64 | 34.62 |
| Real Estate | 1.41 | 2.38 |
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