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) | ₹36836 Cr | ₹4701 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 | 2.96% | 4.8% |
6 Month | 1.35% | 1.65% |
1 Year | 6.44% | -0.87% |
3 Year | 30.85% | 25.82% |
5 Year | 32.82% | 27.28% |
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 | 12.16% | 11.86% |
1 Year | 15.19% | 11.9% |
3 Year | 26.5% | 21.58% |
5 Year | 26.46% | 21.65% |
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 | 21.99% | 16.93% |
3 Year | 19.31% | 16.85% |
5 Year | 18.45% | 17.17% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.21% | 13.05% |
Sharp | 1.21% | 0.98% |
Beta | 0.90% | 0.9% |
Alpha | 2.90% | -2.33% |
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 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 | 4 | 6.59 |
Mid Cap | 65.22 | 69.71 |
Small Cap | 12.57 | 14.97 |
Large Cap | 18.22 | 8.73 |
Sector Allocation
Scheme Name |
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 2.7 | 6.59 |
Industrials | 14.92 | - |
Financial Services | 24.03 | - |
Consumer Cyclical | 21.09 | - |
Basic Materials | 5.48 | - |
Communication Services | 3.6 | - |
Healthcare | 10.92 | - |
Energy | 0.7 | - |
Technology | 6.5 | - |
Utilities | 5.52 | - |
Consumer Defensive | 3.07 | - |
Real Estate | 1.48 | - |
Industrial Products | - | 6.62 |
Cement & Cement Products | - | 4.33 |
Healthcare Services | - | 3.41 |
Chemicals & Petrochemicals | - | 1.82 |
Realty | - | 4.35 |
Petroleum Products | - | 1.57 |
Pharmaceuticals & Biotechnology | - | 11.58 |
Finance | - | 5.24 |
Telecom - Services | - | 3.5 |
Electrical Equipment | - | 2.21 |
Banks | - | 5.88 |
Insurance | - | 6.55 |
Construction | - | 1.04 |
Gas | - | 1.98 |
Agricultural, Commercial & Construction Vehicles | - | 1 |
Consumer Durables | - | 2.6 |
IT - Software | - | 4.32 |
Aerospace & Defense | - | 1.31 |
Auto Components | - | 6.06 |
Leisure Services | - | 3.39 |
Diversified | - | 0.62 |
Fertilizers & Agrochemicals | - | 4.03 |
Agricultural Food & other Products | - | 1.42 |
Transport Infrastructure | - | 3.25 |
Ferrous Metals | - | 1.01 |
Textiles & Apparels | - | 2.14 |
Transport Services | - | 0.51 |
Power | - | 0.58 |
Commercial Services & Supplies | - | 1.09 |
Top Comparisons
Nippon India Value Fund- Growth Plan
3Y Returns27.29%
Quant Value Fund Regular - Growth
3Y Returns29.85%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
Quant Overnight Fund Regular - Growth
3Y Returns0%
Franklin India Flexi Cap Fund - Growth
3Y Returns23.97%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns22.66%
DSP World Mining Fund - Regular Plan - Growth
3Y Returns10.05%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns31.78%