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) | ₹39329 Cr | ₹11666 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 | 3.08% | 3.33% |
| 6 Month | 10.79% | 11.13% |
| 1 Year | 5.46% | 1.36% |
| 3 Year | 25.13% | 16.68% |
| 5 Year | 29.56% | 22.54% |
SIP Return Analysis
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 6 Month | 0.23% | -0.8% |
| 1 Year | 9.97% | 6.11% |
| 3 Year | 19.66% | 12.54% |
| 5 Year | 21.75% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| 1 Year | 21.4% | 11.81% |
| 3 Year | 19.53% | 14.89% |
| 5 Year | 18.57% | 17.55% |
Risk Management
| Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Standard Deviation | 15.48% | 15.60% |
| Sharp | 1.12% | 0.65% |
| Beta | 0.96% | 0.96% |
| Alpha | 1.83% | -5.20% |
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 | 5.36 | 9.58 |
| Mid Cap | 65.52 | 62.94 |
| Small Cap | 11 | 19.35 |
| Large Cap | 18.12 | 8.14 |
Sector Allocation
| Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
|---|---|---|
| Others | 3.08 | 2.29 |
| Industrials | 16.25 | 18.62 |
| Financial Services | 23.64 | 19.8 |
| Consumer Cyclical | 20.38 | 17.41 |
| Basic Materials | 5.14 | 11.73 |
| Healthcare | 11.49 | 11.09 |
| Energy | 0.97 | 1.03 |
| Utilities | 5.65 | 1.9 |
| Communication Services | 2.93 | 2.28 |
| Consumer Defensive | 2.85 | 0.93 |
| Technology | 6.2 | 9.8 |
| Real Estate | 1.43 | 3.12 |
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