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) | ₹38386 Cr | ₹34780 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 | 2.36% | 3.08% |
6 Month | 21.98% | 18.34% |
1 Year | 0.27% | -1.75% |
3 Year | 23.28% | 25.57% |
5 Year | 28.62% | 32.72% |
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 | 4.78% | 6.82% |
1 Year | 14.61% | 11.17% |
3 Year | 23.28% | 26.59% |
5 Year | 23.95% | 28.66% |
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 | 21.67% | 17.59% |
3 Year | 19.44% | 19.99% |
5 Year | 18.51% | 14.42% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 15.50% | 17.40% |
Sharp | 1.03% | 1.11% |
Beta | 0.93% | 0.86% |
Alpha | 2.21% | 6.74% |
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 | 3.4 | 12.4 |
Mid Cap | 66.5 | 63.22 |
Small Cap | 11.83 | - |
Large Cap | 18.27 | 24.39 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 1.34 | 2.61 |
Industrials | 15.66 | 20.24 |
Financial Services | 24.2 | 3.2 |
Consumer Cyclical | 20.56 | 26.86 |
Basic Materials | 5.41 | - |
Healthcare | 11.74 | 3.21 |
Energy | 0.93 | - |
Technology | 6.59 | 37.96 |
Utilities | 5.73 | - |
Communication Services | 3.17 | 3.34 |
Consumer Defensive | 3.09 | - |
Real Estate | 1.57 | 2.58 |
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