UTI Mid Cap Fund vs Nippon India Growth Fund compare

Overview

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Fund	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹30823 Cr	₹11693 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Oct 1995	05 Aug 2005
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	69%	17%
Expense Ratio	1.61	1.74
Manager	Kinjal Desai	Ankit Agarwal
ISIN Code	INF204K01323	INF789F01810
Exits Load	Exit load of 1% if redeemed within 1 months/365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Month	-6.05%	-7.37%
6 Month	9.95%	7.95%
1 Year	35.83%	26.36%
3 Year	22.84%	14.64%
5 Year	28.52%	24.22%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
6 Month	-	-
1 Year	29.2%	22.13%
3 Year	34.08%	24.53%
5 Year	32.7%	25.52%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
1 Year	22.35%	12.75%
3 Year	18.97%	14.39%
5 Year	18.25%	15.7%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Standard Deviation	13.98%	13.04%
Sharp	1.45%	0.76%
Beta	0.9%	0.88%
Alpha	2.5%	-2.94%

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Name	Kinjal Desai	Ankit Agarwal
Total AUM	₹81302 Cr	₹13947 Cr
Fund Manage	16	3
	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	2.73	5.83
Mid Cap	66.61	64.6
Small Cap	12.8	20.5
Large Cap	17.86	9.06

Scheme Name	Nippon India Growth Fund-Growth Plan-Growth Option	UTI Mid Cap Fund-Growth Option
Others	2.73	2.8
Industrial Products	6.53	-
Capital Markets	4.42	-
Cement & Cement Products	1.36	-
IT - Services	0.27	-
Finance	7.75	-
Healthcare Services	4.4	-
Pharmaceuticals & Biotechnology	7.59	-
Leisure Services	3.57	-
Aerospace & Defense	1.81	-
Electrical Equipment	1.67	-
Auto Components	10.46	-
Banks	5.77	-
Chemicals & Petrochemicals	1.23	-
IT - Software	3.97	-
Automobiles	1.25	-
Transport Services	1.89	-
Telecom - Services	2.06	-
Fertilizers & Agrochemicals	1.19	-
Consumer Durables	5.62	-
Insurance	3.72	1.78
Beverages	3.26	-
Gas	1.2	-
Agricultural, Commercial & Construction Vehicles	1.1	-
Entertainment	0.3	-
Retailing	5.28	-
Diversified	0.64	0.35
Minerals & Mining	0.49	-
Power	4.33	-
Textiles & Apparels	1.22	-
Realty	1.8	-
Financial Technology (Fintech)	1.12	-
Financial	-	14.6
Materials	-	6.21
Technology	-	7.19
Healthcare	-	10.21
Automobile	-	10.33
Capital Goods	-	10.96
Services	-	9.16
Communication	-	2.07
Chemicals	-	3.59
Construction	-	3.13
Consumer Discretionary	-	6.07
Energy	-	3.97
Metals & Mining	-	4.31
Consumer Staples	-	2.38
Textiles	-	0.88