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) | ₹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 |
Trailing Lumpsum Returns
| 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% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% |
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 | 2.48 | 6.44 |
| Mid Cap | 66.99 | 68.29 |
| Small Cap | 9.34 | 14.19 |
| Large Cap | 21.19 | 11.07 |
Sector Allocation
| 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 |
Top Comparisons
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.47%
HSBC Money Market Fund - Regular Growth
3Y Returns7.25%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.35%
HDFC Overnight Fund - Growth Option
3Y Returns6.29%
ICICI Prudential Multicap Fund - Growth
3Y Returns17.94%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns12.84%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.41%