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Sundaram Mid Cap Fund Regular Plan vs Nippon India Growth Fund compare
Nippon India Growth Fund-Growth Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33033 Cr | ₹11638 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 Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.35% | 3.02% |
| 6 Month | -4.83% | -5.98% |
| 1 Year | 10.05% | 10.38% |
| 3 Year | 23.4% | 22.14% |
| 5 Year | 32.69% | 28.64% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.88% | -0.12% |
| 1 Year | -3.67% | -5.04% |
| 3 Year | 23.82% | 22.46% |
| 5 Year | 25.55% | 23.06% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.55% | 21.47% |
| 3 Year | 19.15% | 18.34% |
| 5 Year | 18.36% | 18.67% |
Risk Management
| Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.222% | 16.453% |
| Sharp | 0.853% | 0.764% |
| Beta | 0.904% | 0.915% |
| Alpha | 1.955% | 0.528% |
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Fund Managers
| Scheme Name | Nippon India Growth 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 Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.61 | 6.38 |
| Mid Cap | 65.69 | 65.33 |
| Small Cap | 12.66 | 13.03 |
| Large Cap | 21.05 | 15.27 |
Sector Allocation
| Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.61 | 5.37 |
| Industrials | 14.97 | 14.82 |
| Financial Services | 21.64 | 19.52 |
| Basic Materials | 5.49 | 9.99 |
| Communication Services | 3.9 | 3.32 |
| Consumer Cyclical | 22.25 | 18.88 |
| Healthcare | 11.47 | 11.03 |
| Energy | 0.68 | 1.7 |
| Technology | 7.6 | 6.45 |
| Utilities | 6.18 | 2.1 |
| Consumer Defensive | 3.68 | 3.4 |
| Real Estate | 1.53 | 3.43 |
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