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UTI Mid Cap Fund vs Nippon India Growth Fund compare

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

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tortoise-icon 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) ₹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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