UTI Mid Cap Fund vs Nippon India Growth Fund compare

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tortoise-icon Nippon India Growth Fund-Growth Plan-Growth Option

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tortoise-icon UTI Mid Cap Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Trailing Lumpsum Returns

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option UTI Mid Cap Fund-Growth Option
1 Month 1.68% 4.32%
6 Month 26.71% 31.56%
1 Year 54.27% 38.88%
3 Year 28.97% 19.73%
5 Year 31.65% 28.72%

SIP Return Analysis

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option UTI Mid Cap Fund-Growth Option
6 Month - -
1 Year 22.86% 17.68%
3 Year 60.6% 41.63%
5 Year 123.13% 91.25%

Rolling Lumpsum Returns

Scheme Name Nippon India Growth Fund-Growth Plan-Growth Option UTI Mid Cap Fund-Growth Option
1 Year 32.07% 28%
3 Year 87.05% 67.81%
5 Year 132.95% 100.16%

Risk Management

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% 1.03%
Beta 0.9% 0.86%
Alpha 2.5% -2.55%

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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
Fund Manage 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 3.22 5.83
Mid Cap 64.27 64.6
Small Cap 13.27 20.5
Large Cap 19.24 9.06

Sector Allocation

Scheme Name

Nippon India Growth Fund-Growth Plan-Growth Option

UTI Mid Cap Fund-Growth Option

Others 1.27 2.8
Materials 5.51 6.21
Financial 19.82 14.6
Technology 3.44 7.19
Healthcare 11.04 10.21
Chemicals 3.42 3.59
Services 14.09 9.16
Capital Goods 9.23 10.96
Automobile 11.54 10.33
Metals & Mining 1.86 4.31
Communication 2.19 2.07
Consumer Discretionary 3.49 6.07
Consumer Staples 3.49 2.38
Energy 5.03 3.97
Diversified 0.72 0.35
Textiles 1.24 0.88
Insurance 0.44 1.78
Construction 2.18 3.13

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