Nippon India Growth Fund vs Sundaram Mid Cap Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹33922 Cr ₹12350 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 1.74
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 -5.8% -6.79%
6 Month -2.05% -0.68%
1 Year 18.23% 19.73%
3 Year 22.36% 21.51%
5 Year 26% 21.21%

SIP Return Analysis

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 9.53% 8.89%
3 Year 28.68% 27.33%
5 Year 29.42% 26.51%

Rolling Lumpsum Returns

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 22.35% 21.22%
3 Year 18.97% 18.05%
5 Year 18.25% 18.53%

Risk Management

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.98% 13.35%
Sharp 1.45% 1.16%
Beta 0.9% 0.88%
Alpha 2.5% 3.17%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

HDFC Pharma and Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

3Y Returns0%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns20.65%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns5.75%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.75%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns17.12%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.19%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns5.9%

VS

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.22%

Compare Now
Request call back
Add to Cart Successfully