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) | ₹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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