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

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

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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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 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%

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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

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