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) | ₹39329 Cr | ₹5043 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 | 1.3% | 2.19% |
| 6 Month | 10.32% | 10.82% |
| 1 Year | 3.76% | 1.93% |
| 3 Year | 24.48% | 20.61% |
| 5 Year | 28.57% | 23.45% |
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 | 2.45% | 3.33% |
| 1 Year | 16.02% | 15.86% |
| 3 Year | 21.21% | 17.36% |
| 5 Year | 22.44% | 18.36% |
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 | 21.4% | 16.23% |
| 3 Year | 19.53% | 17.31% |
| 5 Year | 18.57% | 17.35% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.48% | 13.05% |
| Sharp | 1.12% | 1.01% |
| Beta | 0.96% | 0.9% |
| Alpha | 1.83% | -0.72% |
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 | 5.36 | 5.89 |
| Mid Cap | 65.52 | 70.5 |
| Small Cap | 11 | 14.88 |
| Large Cap | 18.12 | 8.73 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.08 | 4.66 |
| Industrials | 16.25 | 19.77 |
| Financial Services | 23.64 | 16.6 |
| Consumer Cyclical | 20.38 | 13.75 |
| Basic Materials | 5.14 | 11.95 |
| Healthcare | 11.49 | 14.95 |
| Energy | 0.97 | 1.58 |
| Utilities | 5.65 | 1.97 |
| Communication Services | 2.93 | 3.11 |
| Consumer Defensive | 2.85 | 3.17 |
| Technology | 6.2 | 4.69 |
| Real Estate | 1.43 | 3.8 |
Top Comparisons
Kotak Large Cap Fund - Growth
3Y Returns14.75%
Invesco India Largecap Fund - Growth
3Y Returns16.57%
HDFC Infrastructure Fund - Growth Plan
3Y Returns26.72%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns25.54%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.5%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.25%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns20.73%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns18.54%