UTI Mid Cap Fund vs Nippon India Growth Fund compare
Nippon India Growth Fund-Growth Plan-Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹33033 Cr | ₹11125 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 | 1.76 |
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 Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 4.71% | 6.4% |
6 Month | -2.52% | -3.83% |
1 Year | 7.23% | 3.56% |
3 Year | 30.16% | 22.92% |
5 Year | 33.36% | 27.2% |
SIP Return Analysis
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 11.17% | 11.52% |
1 Year | 10.59% | 7.53% |
3 Year | 25.96% | 18.35% |
5 Year | 26.18% | 19.1% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth 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 Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 16.222% | 13.04% |
Sharp | 0.853% | 0.83% |
Beta | 0.904% | 0.93% |
Alpha | 1.955% | -4.64% |
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Fund Managers
Scheme Name | Nippon India Growth 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 Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.61 | 2.71 |
Mid Cap | 65.69 | 66.92 |
Small Cap | 12.66 | 20.87 |
Large Cap | 21.05 | 9.47 |
Sector Allocation
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.61 | 2.71 |
Industrials | 14.97 | - |
Financial Services | 21.64 | - |
Basic Materials | 5.49 | - |
Communication Services | 3.9 | - |
Consumer Cyclical | 22.25 | - |
Healthcare | 11.47 | - |
Energy | 0.68 | - |
Technology | 7.6 | - |
Utilities | 6.18 | - |
Consumer Defensive | 3.68 | - |
Real Estate | 1.53 | - |
Industrial Products | - | 7.71 |
Retailing | - | 3.65 |
Cement & Cement Products | - | 3.09 |
IT - Services | - | 0.76 |
Finance | - | 6.82 |
Healthcare Services | - | 4.5 |
Pharmaceuticals & Biotechnology | - | 7.19 |
Banks | - | 4.54 |
Electrical Equipment | - | 2.65 |
Chemicals & Petrochemicals | - | 3.58 |
IT - Software | - | 6.93 |
Consumer Durables | - | 7.16 |
Auto Components | - | 8.96 |
Industrial Manufacturing | - | 0.69 |
Realty | - | 3.38 |
Petroleum Products | - | 0.96 |
Capital Markets | - | 2.82 |
Transport Services | - | 0.62 |
Automobiles | - | 1.13 |
Fertilizers & Agrochemicals | - | 2.97 |
Insurance | - | 3.26 |
Construction | - | 0.78 |
Aerospace & Defense | - | 1.12 |
Telecom - Services | - | 1.63 |
Leisure Services | - | 2.56 |
Financial Technology (Fintech) | - | 1.59 |
Personal Products | - | 0.98 |
Minerals & Mining | - | 1.5 |
Textiles & Apparels | - | 1.24 |
Power | - | 0.92 |
Gas | - | 0.97 |
Commercial Services & Supplies | - | 0.6 |
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