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

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

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tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

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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 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) ₹42042 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 -0.96% 0.25%
6 Month 0.09% 3.49%
1 Year 3.59% 5.81%
3 Year 24.96% 22.15%
5 Year 24.79% 20.77%

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 1.29% 3.53%
1 Year 12.98% 17.45%
3 Year 18.97% 16.72%
5 Year 21.39% 18.25%

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 22.56% 15.69%
3 Year 20.89% 17.65%
5 Year 17.71% 17.5%

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 1.13% 1.02%
Beta 0.96% 0.9%
Alpha 1.14% -0.5%

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 15.66
Financial Services 25.28 19.83
Consumer Cyclical 19.43 13.36
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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