PGIM India Midcap Opportunities Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹42042 Cr | ₹11581 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Oct 1995 | 02 Dec 2013 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69% | 82% |
| Expense Ratio | 1.59 | 1.7 |
| Manager | Kinjal Desai | Puneet Pal |
| ISIN Code | INF204K01323 | INF663L01DZ4 |
| 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 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.52% | -3.28% |
| 6 Month | 1.74% | -1.83% |
| 1 Year | -0.1% | -4.01% |
| 3 Year | 23.47% | 12.18% |
| 5 Year | 24.39% | 18.87% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.6% | -2.21% |
| 1 Year | 14.61% | 7.21% |
| 3 Year | 19.44% | 11.12% |
| 5 Year | 21.34% | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.56% | 11.28% |
| 3 Year | 20.89% | 14.79% |
| 5 Year | 17.71% | 18.55% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.98% | 13.75% |
| Sharp | 1.13% | 0.49% |
| Beta | 0.96% | 0.80% |
| Alpha | 1.14% | -6.02% |
Fund Managers
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Kinjal Desai | Puneet Pal |
| Total AUM | ₹81302 Cr | ₹20950 Cr |
| Funds Managed | 16 | 19 |
| Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.05 | 9.54 |
| Mid Cap | 66.96 | 64.99 |
| Small Cap | 10.48 | 11.53 |
| Large Cap | 17.52 | 13.94 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.92 | 4.15 |
| Industrials | 15.62 | 18.66 |
| Financial Services | 25.28 | 22.46 |
| Consumer Cyclical | 19.43 | 15.22 |
| Basic Materials | 4.63 | 9.94 |
| Healthcare | 11.41 | 12.42 |
| Energy | 0.93 | - |
| Utilities | 5.51 | 0.96 |
| Communication Services | 3.3 | 2.93 |
| Consumer Defensive | 3.44 | 2.32 |
| Technology | 7.03 | 7.96 |
| Real Estate | 1.49 | 2.97 |
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