Tata Mid Cap Growth Fund Regular Plan vs Nippon India Growth Fund compare
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Fund | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹38386 Cr | ₹4946 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 69% | 69.98% |
Expense Ratio | 1.59 | 1.87 |
Manager | Kinjal Desai | Satish Chandra Mishra |
ISIN Code | INF204K01323 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - 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 Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 2.99% | 3.53% |
6 Month | 22.73% | 19.48% |
1 Year | 0.4% | -3.83% |
3 Year | 24.38% | 20.51% |
5 Year | 28.66% | 23.85% |
SIP Return Analysis
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 4.78% | 4.67% |
1 Year | 14.61% | 12.03% |
3 Year | 23.28% | 18.5% |
5 Year | 23.95% | 19.23% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 21.67% | 16.58% |
3 Year | 19.44% | 17.11% |
5 Year | 18.51% | 17.28% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.50% | 13.05% |
Sharp | 1.03% | 0.89% |
Beta | 0.93% | 0.9% |
Alpha | 2.21% | -0.74% |
Fund Managers
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Name | Kinjal Desai | Satish Chandra Mishra |
Total AUM | ₹81302 Cr | ₹13117 Cr |
Funds Managed | 16 | 5 |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.4 | 5.6 |
Mid Cap | 66.5 | 69.81 |
Small Cap | 11.83 | 15.99 |
Large Cap | 18.27 | 8.59 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 1.34 | 5.6 |
Industrials | 15.66 | 19.74 |
Financial Services | 24.2 | 16.26 |
Consumer Cyclical | 20.56 | 13.37 |
Basic Materials | 5.41 | 13.11 |
Healthcare | 11.74 | 14.69 |
Energy | 0.93 | 1.51 |
Technology | 6.59 | 4.09 |
Utilities | 5.73 | 2 |
Communication Services | 3.17 | 3.26 |
Consumer Defensive | 3.09 | 2.39 |
Real Estate | 1.57 | 3.98 |
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