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) | ₹39066 Cr | ₹12818 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 | -3.8% | -2.19% |
6 Month | 7.83% | 7.11% |
1 Year | -0.02% | 1.37% |
3 Year | 25.38% | 23.83% |
5 Year | 30.63% | 27.99% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.01% | 7.76% |
1 Year | 11.13% | 9.45% |
3 Year | 25.17% | 24.04% |
5 Year | 25.57% | 23.59% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 21.67% | 20.64% |
3 Year | 19.44% | 18.9% |
5 Year | 18.51% | 18.91% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.85% | 16.03% |
Sharp | 1.42% | 1.33% |
Beta | 0.92% | 0.93% |
Alpha | 2.57% | 1.14% |
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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 | 3.63 | 7.06 |
Mid Cap | 65.62 | 67.43 |
Small Cap | 12.36 | 14.05 |
Large Cap | 18.39 | 11.46 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.26 | 4.28 |
Industrials | 14.74 | 14.84 |
Financial Services | 24.66 | 20.7 |
Consumer Cyclical | 20.68 | 18.14 |
Basic Materials | 5.36 | 10.69 |
Communication Services | 3.47 | 2.55 |
Healthcare | 11.3 | 10.71 |
Energy | 0.74 | 2.1 |
Technology | 6.57 | 6.16 |
Utilities | 5.8 | 1.89 |
Consumer Defensive | 2.83 | 4.15 |
Real Estate | 1.58 | 3.78 |
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