Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Mid Cap Fund Regular Plan vs Nippon India Growth Fund 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) ₹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 8.58% 8.36%
6 Month -12.79% -13.77%
1 Year 13.75% 12.4%
3 Year 23.25% 21.66%
5 Year 34.43% 30.16%

SIP Return Analysis

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -4.65% -4.85%
1 Year -8.03% -7.74%
3 Year 22.78% 21.91%
5 Year 25.55% 23.22%

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 16.222% 16.453%
Sharp 0.853% 0.764%
Beta 0.904% 0.915%
Alpha 1.955% 0.528%

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
Funds Managed 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 0.61 6.38
Mid Cap 65.69 65.33
Small Cap 12.66 13.03
Large Cap 21.05 15.27

Sector Allocation

Scheme Name

Nippon India Growth Fund-Growth Plan-Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 0.61 5.37
Industrials 14.97 14.82
Financial Services 21.64 19.52
Basic Materials 5.49 9.99
Communication Services 3.9 3.32
Consumer Cyclical 22.25 18.88
Healthcare 11.47 11.03
Energy 0.68 1.7
Technology 7.6 6.45
Utilities 6.18 2.1
Consumer Defensive 3.68 3.4
Real Estate 1.53 3.43

Top Comparisons

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns6.9%

VS

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns6.48%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.94%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.94%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns7.26%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns6.22%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.74%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.71%

Compare Now
Add to Cart Successfully