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) | ₹41268 Cr | ₹5283 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 | 0.36% | 1.74% |
| 6 Month | 5.71% | 8.68% |
| 1 Year | 5.27% | 4.9% |
| 3 Year | 24.01% | 21.03% |
| 5 Year | 26.33% | 21.82% |
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 | 2.6% | 4.3% |
| 1 Year | 16.29% | 19.02% |
| 3 Year | 21.16% | 18.03% |
| 5 Year | 22.63% | 18.93% |
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 | 22.72% | 15.89% |
| 3 Year | 20.85% | 17.56% |
| 5 Year | 17.68% | 17.47% |
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% | 1.01% |
| Beta | 0.96% | 0.9% |
| Alpha | 1.69% | -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 | 5.34 | 7.02 |
| Mid Cap | 66.45 | 70.8 |
| Small Cap | 10.6 | 13.42 |
| Large Cap | 17.61 | 8.76 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 2.48 | 5.15 |
| Industrials | 15.85 | 18.83 |
| Financial Services | 24.63 | 18.39 |
| Consumer Cyclical | 19.48 | 12.88 |
| Basic Materials | 4.87 | 11.93 |
| Healthcare | 11.14 | 14.69 |
| Energy | 0.99 | 1.62 |
| Utilities | 5.56 | 1.94 |
| Communication Services | 2.97 | 3.27 |
| Consumer Defensive | 3.4 | 3.15 |
| Technology | 7.05 | 4.87 |
| Real Estate | 1.58 | 3.28 |
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