UTI Mid Cap Fund vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
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) | ₹38386 Cr | ₹11668 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 | 2.36% | 2.58% |
6 Month | 21.98% | 20.1% |
1 Year | 0.27% | -6.26% |
3 Year | 23.28% | 15.28% |
5 Year | 28.62% | 22.22% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 4.78% | 4.79% |
1 Year | 14.61% | 11.5% |
3 Year | 23.28% | 16.05% |
5 Year | 23.95% | 16.85% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 21.67% | 12.07% |
3 Year | 19.44% | 14.7% |
5 Year | 18.51% | 17.22% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.50% | 13.04% |
Sharp | 1.03% | 0.65% |
Beta | 0.93% | 0.95% |
Alpha | 2.21% | -4.43% |
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 | 3.4 | 8.57 |
Mid Cap | 66.5 | 63.54 |
Small Cap | 11.83 | 20.52 |
Large Cap | 18.27 | 7.36 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 1.34 | 1.64 |
Industrials | 15.66 | 16.92 |
Financial Services | 24.2 | 18.63 |
Consumer Cyclical | 20.56 | 18.84 |
Basic Materials | 5.41 | 12.68 |
Healthcare | 11.74 | 12.51 |
Energy | 0.93 | 0.88 |
Technology | 6.59 | 9.73 |
Utilities | 5.73 | 1.86 |
Communication Services | 3.17 | 2.42 |
Consumer Defensive | 3.09 | 0.87 |
Real Estate | 1.57 | 3 |
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