Aditya Birla Sun Life MidCap Fund vs Nippon India Growth Fund compare
Nippon India Growth Fund-Growth Plan-Growth Option
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Fund | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹33033 Cr | ₹5533 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 03 Oct 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 16% |
Expense Ratio | 1.59 | 1.87 |
Manager | Kinjal Desai | Dhaval Joshi |
ISIN Code | INF204K01323 | INF209K01363 |
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 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | 4.03% | 2.71% |
6 Month | -7.33% | -10.14% |
1 Year | 15.52% | 9.71% |
3 Year | 23.04% | 15.66% |
5 Year | 33.78% | 28.79% |
SIP Return Analysis
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | -1.67% | -1.83% |
1 Year | -6.2% | -9.03% |
3 Year | 22.96% | 17.07% |
5 Year | 25.22% | 19.58% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 22.55% | 21% |
3 Year | 19.15% | 18.45% |
5 Year | 18.36% | 15.37% |
Risk Management
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 16.222% | 13.87% |
Sharp | 0.853% | 0.52% |
Beta | 0.904% | 0.93% |
Alpha | 1.955% | -3.5% |
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Fund Managers
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Name | Kinjal Desai | Dhaval Joshi |
Total AUM | ₹81302 Cr | ₹361932 Cr |
Funds Managed | 16 | 55 |
Nippon India Growth Fund-Growth Plan-Growth Option | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 0.61 | 3.74 |
Mid Cap | 65.69 | 67.82 |
Small Cap | 12.66 | 16.35 |
Large Cap | 21.05 | 12.09 |
Sector Allocation
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 0.61 | 3.74 |
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 | - |
Construction | - | 0.82 |
IT - Services | - | 0.61 |
Finance | - | 10.11 |
Retailing | - | 2.7 |
Pharmaceuticals & Biotechnology | - | 7.64 |
Chemicals & Petrochemicals | - | 4.81 |
IT - Software | - | 6.25 |
Leisure Services | - | 2.42 |
Paper, Forest & Jute Products | - | 0.8 |
Healthcare Services | - | 4.76 |
Auto Components | - | 5.87 |
Banks | - | 6.93 |
Electrical Equipment | - | 2.51 |
Transport Services | - | 0.81 |
Capital Markets | - | 1.59 |
Fertilizers & Agrochemicals | - | 1.73 |
Insurance | - | 2.42 |
Industrial Products | - | 7.13 |
Diversified Metals | - | 0.88 |
Realty | - | 3.6 |
Ferrous Metals | - | 2.47 |
Consumer Durables | - | 4.27 |
Oil | - | 0.38 |
Automobiles | - | 0.88 |
Minerals & Mining | - | 1.96 |
Beverages | - | 3.23 |
Transport Infrastructure | - | 0.68 |
Textiles & Apparels | - | 3.34 |
Power | - | 2.75 |
Cement & Cement Products | - | 1.91 |
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