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) | ₹39329 Cr | ₹5043 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 | 0.13% | -0.45% |
6 Month | 12.91% | 11.66% |
1 Year | 1.38% | -1.35% |
3 Year | 25.5% | 21.48% |
5 Year | 29.58% | 24.13% |
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 | 2.2% | 1.44% |
1 Year | 14.45% | 10.97% |
3 Year | 22.2% | 16.99% |
5 Year | 23.28% | 18.36% |
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 | 21.4% | 16.23% |
3 Year | 19.53% | 17.31% |
5 Year | 18.57% | 17.35% |
Risk Management
Scheme Name | Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.44% | 13.05% |
Sharp | 1.07% | 0.96% |
Beta | 0.93% | 0.9% |
Alpha | 1.89% | -0.61% |
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 | 5.36 | 5.89 |
Mid Cap | 65.52 | 70.5 |
Small Cap | 11 | 14.88 |
Large Cap | 18.12 | 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 | 3.08 | 4.66 |
Industrials | 16.25 | 19.77 |
Financial Services | 23.64 | 16.6 |
Consumer Cyclical | 20.38 | 13.75 |
Basic Materials | 5.14 | 11.95 |
Healthcare | 11.49 | 14.95 |
Energy | 0.97 | 1.58 |
Utilities | 5.65 | 1.97 |
Communication Services | 2.93 | 3.11 |
Consumer Defensive | 2.85 | 3.17 |
Technology | 6.2 | 4.69 |
Real Estate | 1.43 | 3.8 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns22.2%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.5%
SBI Comma Fund - Regular Plan - Growth
3Y Returns16.56%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.64%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns37.7%
Aditya Birla Sun Life Silver ETF FOF-Regular Growth
3Y Returns37.3%