UTI Mid Cap Fund vs Nippon India Growth Fund compare

UTI Mid Cap Fund vs Nippon India Growth Fund compare

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

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UTI Mid Cap Fund-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	UTI Mid Cap Fund-Growth Option
Fund	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹42042 Cr	₹12050 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹1000
Launch Date	08 Oct 1995	01 Aug 2005
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	69%	17%
Expense Ratio	1.59	1.77
Manager	Kinjal Desai	Ankit Agarwal
ISIN Code	INF204K01323	INF789F01810
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	UTI Mid Cap Fund - 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	UTI Mid Cap Fund-Growth Option
1 Month	-2.52%	-2.03%
6 Month	1.74%	-0.16%
1 Year	-0.1%	-3.35%
3 Year	23.47%	15.91%
5 Year	24.39%	18.15%

SIP Return Analysis

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	0.6%	-
1 Year	14.61%	11.48%
3 Year	19.44%	12.96%
5 Year	21.34%	14.49%

Rolling Lumpsum Returns

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Year	22.64%	11.73%
3 Year	20.87%	15.05%
5 Year	17.69%	17.73%

Risk Management

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Standard Deviation	13.98%	13.04%
Sharp	1.13%	0.71%
Beta	0.96%	0.96%
Alpha	1.14%	-5.33%

Fund Managers

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Name	Kinjal Desai	Ankit Agarwal
Total AUM	₹81302 Cr	₹13947 Cr
Funds Managed	16	3
	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option

Market Cap

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	5.05	10.59
Mid Cap	66.96	63.82
Small Cap	10.48	17.19
Large Cap	17.52	8.4

Sector Allocation

Scheme Name	Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	1.92	1.77
Industrials	15.62	18.03
Financial Services	25.28	21.65
Consumer Cyclical	19.43	16.01
Basic Materials	4.63	11.04
Healthcare	11.41	10.84
Energy	0.93	1.03
Utilities	5.51	1.86
Communication Services	3.3	2.31
Consumer Defensive	3.44	1.37
Technology	7.03	10.77
Real Estate	1.49	3.34

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