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Nippon India Growth Fund vs Sundaram Mid Cap Fund Regular Plan compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹42042 Cr | ₹13345 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 08 Oct 1995 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69% | 45% |
| Expense Ratio | 1.59 | 1.77 |
| Manager | Kinjal Desai | Ratish Varier |
| ISIN Code | INF204K01323 | INF903J01173 |
| 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 | Sundaram Mid Cap 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.22% | -2.63% |
| 6 Month | 1.35% | 3.71% |
| 1 Year | -1% | 0.34% |
| 3 Year | 23.44% | 23.04% |
| 5 Year | 24.36% | 22.55% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.6% | 1.95% |
| 1 Year | 14.61% | 17.69% |
| 3 Year | 19.44% | 20.39% |
| 5 Year | 21.34% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.64% | 20.09% |
| 3 Year | 20.87% | 19.42% |
| 5 Year | 17.69% | 19.06% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.98% | 13.35% |
| Sharp | 1.13% | 1.14% |
| Beta | 0.96% | 0.93% |
| Alpha | 1.14% | 1.35% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Kinjal Desai | Ratish Varier |
| Total AUM | ₹81302 Cr | ₹12102 Cr |
| Funds Managed | 16 | 3 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.05 | 9.41 |
| Mid Cap | 66.96 | 67.5 |
| Small Cap | 10.48 | 13.03 |
| Large Cap | 17.52 | 10.07 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.92 | 5.74 |
| Industrials | 15.62 | 14.16 |
| Financial Services | 25.28 | 21.47 |
| Consumer Cyclical | 19.43 | 15.93 |
| Basic Materials | 4.63 | 9.51 |
| Healthcare | 11.41 | 10.33 |
| Energy | 0.93 | 2.11 |
| Utilities | 5.51 | 2.32 |
| Communication Services | 3.3 | 2.49 |
| Consumer Defensive | 3.44 | 6.1 |
| Technology | 7.03 | 6.13 |
| Real Estate | 1.49 | 3.71 |
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