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

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

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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)	₹41268 Cr	₹13236 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

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-0.9%	-0.84%
6 Month	3.06%	5.28%
1 Year	1.38%	2.82%
3 Year	23.18%	23.05%
5 Year	25.69%	23.79%

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	1.8%	2.97%
1 Year	14.77%	17.7%
3 Year	19.84%	20.83%
5 Year	21.63%	21.12%

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	22.64%	20.09%
3 Year	20.87%	19.42%
5 Year	17.69%	19.06%

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.98%	13.35%
Sharp	1.13%	1.14%
Beta	0.96%	0.93%
Alpha	1.14%	1.35%

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

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.48	6.44
Mid Cap	66.99	68.29
Small Cap	9.34	14.19
Large Cap	21.19	11.07

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.48	6.44
Industrial Products	5.36	8.59
Capital Markets	5.31	4.01
Retailing	5.97	0.88
Cement & Cement Products	1.37	2.37
Finance	8.04	7.02
Healthcare Services	5.11	5.79
Leisure Services	2.95	4.04
Pharmaceuticals & Biotechnology	6.02	4.61
Aerospace & Defense	2	1.62
Electrical Equipment	3.67	3.78
Auto Components	8.22	5.38
Banks	8.1	8.11
Petroleum Products	0.99	2.21
Chemicals & Petrochemicals	0.8	0.9
Power	4.46	1.87
Automobiles	0.9	1.23
Transport Services	1.51	1.66
Telecom - Services	1.86	2.21
Fertilizers & Agrochemicals	0.98	3.44
Consumer Durables	6.23	3.72
Insurance	3.17	0.91
Beverages	2.91	1.38
Gas	1.1	0.6
Agricultural, Commercial & Construction Vehicles	1.78	0.02
Personal Products	0.49	2.71
IT - Software	3.1	1.73
Diversified	0.43	-
Minerals & Mining	0.41	-
Textiles & Apparels	0.96	-
Realty	1.58	3.78
Financial Technology (Fintech)	1.74	1.98
IT - Services	-	1.09
Agricultural Food & other Products	-	1.99
It - Software	-	2
Ferrous Metals	-	1.92