Nippon India Growth Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹39066 Cr | ₹4985 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 69.98% |
Expense Ratio | 1.59 | 1.87 |
Manager | Kinjal Desai | Satish Chandra Mishra |
ISIN Code | INF204K01323 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Month | -1.45% | - |
6 Month | 11.18% | 9.45% |
1 Year | 1.95% | -3.68% |
3 Year | 26.71% | 22% |
5 Year | 31.25% | 26.77% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 8.01% | 8.22% |
1 Year | 11.13% | 8.91% |
3 Year | 25.17% | 20.38% |
5 Year | 25.57% | 20.77% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 21.99% | 16.93% |
3 Year | 19.31% | 16.85% |
5 Year | 18.45% | 17.17% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.85% | 13.05% |
Sharp | 1.42% | 1.25% |
Beta | 0.92% | 0.9% |
Alpha | 2.57% | -1.79% |
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Fund Managers
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Name | Kinjal Desai | Satish Chandra Mishra |
Total AUM | ₹81302 Cr | ₹13117 Cr |
Funds Managed | 16 | 5 |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.63 | 5.92 |
Mid Cap | 65.62 | 69.53 |
Small Cap | 12.36 | 15.88 |
Large Cap | 18.39 | 8.67 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 2.26 | 5.92 |
Industrials | 14.74 | 19.96 |
Financial Services | 24.66 | 17.14 |
Consumer Cyclical | 20.68 | 12.93 |
Basic Materials | 5.36 | 12.41 |
Communication Services | 3.47 | 3.56 |
Healthcare | 11.3 | 14.34 |
Energy | 0.74 | 1.58 |
Technology | 6.57 | 4.38 |
Utilities | 5.8 | 2.16 |
Consumer Defensive | 2.83 | 1.32 |
Real Estate | 1.58 | 4.3 |
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