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) | ₹39066 Cr | ₹12224 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 | -1.45% | -2.3% |
6 Month | 11.18% | 7.58% |
1 Year | 1.95% | -3.73% |
3 Year | 26.71% | 18% |
5 Year | 31.25% | 24.89% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 8.01% | 7.87% |
1 Year | 11.13% | 6.44% |
3 Year | 25.17% | 17.03% |
5 Year | 25.57% | 18.04% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 21.99% | 12.38% |
3 Year | 19.31% | 14.5% |
5 Year | 18.45% | 16.84% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.85% | 13.04% |
Sharp | 1.42% | 1.04% |
Beta | 0.92% | 0.95% |
Alpha | 2.57% | -5.14% |
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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 | 3.63 | 8.76 |
Mid Cap | 65.62 | 62.3 |
Small Cap | 12.36 | 21.28 |
Large Cap | 18.39 | 7.65 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 2.26 | 2.65 |
Industrials | 14.74 | 16.48 |
Financial Services | 24.66 | 18.15 |
Consumer Cyclical | 20.68 | 19.15 |
Basic Materials | 5.36 | 13.26 |
Communication Services | 3.47 | 2.69 |
Healthcare | 11.3 | 10.96 |
Energy | 0.74 | 1.04 |
Technology | 6.57 | 9.75 |
Utilities | 5.8 | 1.92 |
Consumer Defensive | 2.83 | 0.8 |
Real Estate | 1.58 | 3.16 |
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