Nippon India Growth Fund vs Sundaram Mid Cap Fund Regular Plan compare

Nippon India Growth Fund vs Sundaram Mid Cap Fund Regular Plan compare

Link copied to clipboard!

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

Invest Now

Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹38386 Cr	₹12501 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	2.99%	3.19%
6 Month	22.73%	22.51%
1 Year	0.4%	-0.25%
3 Year	24.38%	22.77%
5 Year	28.66%	25.67%

SIP Return Analysis

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	4.78%	5.36%
1 Year	14.61%	14.63%
3 Year	23.28%	22.94%
5 Year	23.95%	22.54%

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	15.50%	15.01%
Sharp	1.03%	0.98%
Beta	0.93%	0.90%
Alpha	2.21%	1.38%

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	3.4	8.46
Mid Cap	66.5	66.65
Small Cap	11.83	14.24
Large Cap	18.27	10.65

Sector Allocation

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	1.34	5.49
Industrials	15.66	14.27
Financial Services	24.2	19.28
Consumer Cyclical	20.56	17.91
Basic Materials	5.41	11.06
Healthcare	11.74	11.57
Energy	0.93	2.04
Technology	6.59	5.61
Utilities	5.73	2.59
Communication Services	3.17	2.32
Consumer Defensive	3.09	4.27
Real Estate	1.57	3.59

Top Comparisons

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

VS

Axis Gold Fund - Regular Plan - Growth Option

3Y Returns29.23%

Compare Now

Kotak Flexicap Fund - Growth

3Y Returns16.69%

VS

Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns21.29%

Compare Now

SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns16.47%

VS

Quant Multi Asset Allocation Fund-Growth

3Y Returns19.35%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns15.21%

VS

Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns15.21%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully