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

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

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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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) ₹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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