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Sundaram Mid Cap Fund Regular Plan vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹38386 Cr | ₹12501 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 | 2.36% | 2.45% |
| 6 Month | 21.98% | 21.64% |
| 1 Year | 0.27% | -0.93% |
| 3 Year | 23.28% | 21.49% |
| 5 Year | 28.62% | 25.6% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.78% | 5.36% |
| 1 Year | 14.61% | 14.63% |
| 3 Year | 23.28% | 22.94% |
| 5 Year | 23.95% | 22.54% |
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 | 15.50% | 15.01% |
| Sharp | 1.03% | 0.98% |
| Beta | 0.93% | 0.90% |
| Alpha | 2.21% | 1.38% |
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 | 3.4 | 8.46 |
| Mid Cap | 66.5 | 66.65 |
| Small Cap | 11.83 | 14.24 |
| Large Cap | 18.27 | 10.65 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.34 | 5.49 |
| Industrials | 15.66 | 14.27 |
| Financial Services | 24.2 | 19.28 |
| Consumer Cyclical | 20.56 | 17.91 |
| Basic Materials | 5.41 | 11.06 |
| Healthcare | 11.74 | 11.57 |
| Energy | 0.93 | 2.04 |
| Technology | 6.59 | 5.61 |
| Utilities | 5.73 | 2.59 |
| Communication Services | 3.17 | 2.32 |
| Consumer Defensive | 3.09 | 4.27 |
| Real Estate | 1.57 | 3.59 |
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