Tata Mid Cap Growth Fund Regular Plan vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹38581 Cr | ₹4984 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 69.98% |
Expense Ratio | 1.59 | 1.87 |
Manager | Kinjal Desai | Satish Chandra Mishra |
ISIN Code | INF204K01323 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 0.72% | -1.43% |
6 Month | 16.16% | 13.8% |
1 Year | 4.19% | -2% |
3 Year | 25.65% | 20.63% |
5 Year | 29.15% | 24.68% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 5.58% | 4.12% |
1 Year | 8.45% | 4.1% |
3 Year | 22.88% | 17.43% |
5 Year | 23.97% | 18.82% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 21.67% | 16.58% |
3 Year | 19.44% | 17.11% |
5 Year | 18.51% | 17.28% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.51% | 13.05% |
Sharp | 1.19% | 1.05% |
Beta | 0.93% | 0.9% |
Alpha | 2.20% | -1.2% |
Fund Managers
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Name | Kinjal Desai | Satish Chandra Mishra |
Total AUM | ₹81302 Cr | ₹13117 Cr |
Funds Managed | 16 | 5 |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.4 | 5.6 |
Mid Cap | 66.5 | 69.81 |
Small Cap | 11.83 | 15.99 |
Large Cap | 18.27 | 8.59 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 1.34 | 5.6 |
Industrials | 15.66 | 19.74 |
Financial Services | 24.2 | 16.26 |
Consumer Cyclical | 20.56 | 13.37 |
Basic Materials | 5.41 | 13.11 |
Healthcare | 11.74 | 14.69 |
Energy | 0.93 | 1.51 |
Technology | 6.59 | 4.09 |
Utilities | 5.73 | 2 |
Communication Services | 3.17 | 3.26 |
Consumer Defensive | 3.09 | 2.39 |
Real Estate | 1.57 | 3.98 |
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