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) | ₹42124 Cr | ₹5420 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 | -0.34% | -0.56% |
| 6 Month | 0.86% | 1.91% |
| 1 Year | 9.89% | 10.02% |
| 3 Year | 24.78% | 21.73% |
| 5 Year | 22.99% | 19.19% |
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 | 0.64% | 2.78% |
| 1 Year | 11.14% | 15.34% |
| 3 Year | 17.36% | 15.31% |
| 5 Year | 20.24% | 17.26% |
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 | 22.48% | 15.62% |
| 3 Year | 20.93% | 17.69% |
| 5 Year | 17.74% | 17.52% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.98% | 13.05% |
| Sharp | 1.17% | 1.07% |
| Beta | 0.96% | 0.89% |
| Alpha | 1.27% | 0.03% |
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 | 5.05 | 11.76 |
| Mid Cap | 66.96 | 68.63 |
| Small Cap | 10.48 | 11.59 |
| Large Cap | 17.52 | 8.01 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 1.92 | 8.59 |
| Industrials | 15.62 | 14.96 |
| Financial Services | 25.28 | 19.83 |
| Consumer Cyclical | 19.43 | 14.06 |
| Basic Materials | 4.63 | 11.85 |
| Healthcare | 11.41 | 12.86 |
| Energy | 0.93 | 1.52 |
| Utilities | 5.51 | 1.81 |
| Communication Services | 3.3 | 2.89 |
| Consumer Defensive | 3.44 | 3.98 |
| Technology | 7.03 | 5.17 |
| Real Estate | 1.49 | 2.48 |
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