Nippon India Growth Fund vs Sundaram Mid Cap Fund Regular Plan compare
Nippon India Growth Fund-Growth Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹33033 Cr | ₹11638 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 08 Oct 1995 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 45% |
Expense Ratio | 1.59 | 1.77 |
Manager | Kinjal Desai | Ratish Varier |
ISIN Code | INF204K01323 | INF903J01173 |
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 | Sundaram 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -6.22% | -6.48% |
6 Month | -11.77% | -12.37% |
1 Year | 9.59% | 8.77% |
3 Year | 22.08% | 20.73% |
5 Year | 23.51% | 18.93% |
SIP Return Analysis
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.34% | -9.22% |
3 Year | 21.76% | 20.47% |
5 Year | 25.49% | 22.78% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 22.55% | 21.47% |
3 Year | 19.15% | 18.34% |
5 Year | 18.36% | 18.67% |
Risk Management
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.411% | 15.2% |
Sharp | 0.997% | 0.982% |
Beta | 0.909% | 0.895% |
Alpha | 1.639% | 1.414% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Kinjal Desai | Ratish Varier |
Total AUM | ₹81302 Cr | ₹12102 Cr |
Fund Manage | 16 | 3 |
Nippon India Growth Fund-Growth Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.73 | 5.82 |
Mid Cap | 66.61 | 67.46 |
Small Cap | 12.8 | 13.95 |
Large Cap | 17.86 | 13.04 |
Sector Allocation
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.73 | 5.82 |
Industrial Products | 6.53 | 7.67 |
Capital Markets | 4.42 | 2.39 |
Cement & Cement Products | 1.36 | 1.94 |
IT - Services | 0.27 | - |
Finance | 7.75 | 8.57 |
Healthcare Services | 4.4 | 4.37 |
Pharmaceuticals & Biotechnology | 7.59 | 6.89 |
Leisure Services | 3.57 | 3.59 |
Aerospace & Defense | 1.81 | 1.31 |
Electrical Equipment | 1.67 | 3.19 |
Auto Components | 10.46 | 7.23 |
Banks | 5.77 | 8.64 |
Chemicals & Petrochemicals | 1.23 | 1.47 |
IT - Software | 3.97 | 4.71 |
Automobiles | 1.25 | 1.48 |
Transport Services | 1.89 | 2.13 |
Telecom - Services | 2.06 | 1.12 |
Fertilizers & Agrochemicals | 1.19 | 3.11 |
Consumer Durables | 5.62 | 6.05 |
Insurance | 3.72 | 1.28 |
Beverages | 3.26 | 1.19 |
Gas | 1.2 | 0.9 |
Agricultural, Commercial & Construction Vehicles | 1.1 | - |
Entertainment | 0.3 | - |
Retailing | 5.28 | 4.29 |
Diversified | 0.64 | - |
Minerals & Mining | 0.49 | - |
Power | 4.33 | 1.71 |
Textiles & Apparels | 1.22 | - |
Realty | 1.8 | 3.04 |
Financial Technology (Fintech) | 1.12 | 1.67 |
Petroleum Products | - | 1.42 |
Agricultural Food & other Products | - | 1.22 |
Food Products | - | 0.88 |
Ferrous Metals | - | 0.99 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns20.78%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns20.73%
HDFC Infrastructure Fund - Growth Plan
3Y Returns27.29%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns18.36%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.87%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.87%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.44%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.04%