UTI Mid Cap Fund vs Nippon India Growth Fund compare
Nippon India Growth Fund-Growth Plan-Growth Option
UTI Mid Cap Fund-Growth Option
Chart Comparison
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) | ₹33033 Cr | ₹11125 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 08 Oct 1995 | 01 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 | 1.59 | 1.76 |
Manager | Kinjal Desai | Ankit Agarwal |
ISIN Code | INF204K01323 | INF789F01810 |
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 | UTI 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 | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 8.16% | 6.9% |
6 Month | -13.03% | -17.24% |
1 Year | 13.75% | 6.94% |
3 Year | 22.49% | 14.01% |
5 Year | 34.78% | 28.66% |
SIP Return Analysis
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -6.34% | -9.71% |
1 Year | -9.08% | -16.93% |
3 Year | 22.69% | 12.64% |
5 Year | 25.49% | 17.1% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 22.55% | 13.03% |
3 Year | 19.15% | 14.51% |
5 Year | 18.36% | 16.13% |
Risk Management
Scheme Name | Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 16.222% | 13.04% |
Sharp | 0.853% | 0.41% |
Beta | 0.904% | 0.93% |
Alpha | 1.955% | -5.54% |
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Fund Managers
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 |
Funds Managed | 16 | 3 |
Nippon India Growth Fund-Growth Plan-Growth Option | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.61 | 5.95 |
Mid Cap | 65.69 | 66.08 |
Small Cap | 12.66 | 20.01 |
Large Cap | 21.05 | 7.96 |
Sector Allocation
Scheme Name |
Nippon India Growth Fund-Growth Plan-Growth Option |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 0.61 | 3.78 |
Industrials | 14.97 | 13.46 |
Financial Services | 21.64 | 18.85 |
Basic Materials | 5.49 | 12.33 |
Communication Services | 3.9 | 2.63 |
Consumer Cyclical | 22.25 | 19.96 |
Healthcare | 11.47 | 11.89 |
Energy | 0.68 | - |
Technology | 7.6 | 10.93 |
Utilities | 6.18 | 1.02 |
Consumer Defensive | 3.68 | 1.73 |
Real Estate | 1.53 | 3.4 |
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