Axis Growth Opportunities Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹6866 Cr | ₹15605 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Oct 1995 | 22 Oct 2018 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 74% | 23% |
| Expense Ratio | 1.96 | 1.7 |
| Manager | Amar Kalkundrikar | Shreyash Devalkar |
| ISIN Code | INF204K01406 | INF846K01J79 |
| Exits Load | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Growth Opportunities 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 Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.01% | -0.92% |
| 6 Month | 4.11% | 4.79% |
| 1 Year | 5.9% | 2.09% |
| 3 Year | 21.23% | 18.63% |
| 5 Year | 20.38% | 17.8% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.21% | -0.86% |
| 1 Year | 9.41% | 7.48% |
| 3 Year | 16.95% | 14.36% |
| 5 Year | 17.89% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.23% | 17.13% |
| 3 Year | 16.92% | 19.68% |
| 5 Year | 13.96% | 21.84% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.43% | 12.28% |
| Sharp | 1.09% | 0.96% |
| Beta | 0.93% | 0.82% |
| Alpha | 2.62% | 2.30% |
Fund Managers
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amar Kalkundrikar | Shreyash Devalkar |
| Total AUM | ₹19671 Cr | ₹166770 Cr |
| Funds Managed | 4 | 14 |
| Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.75 | 13.96 |
| Large Cap | 54.47 | 45.17 |
| Mid Cap | 38.77 | 36.58 |
| Small Cap | 1.01 | 4.3 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.82 | 2.91 |
| Energy | 5.95 | 3.6 |
| Industrials | 15.11 | 13.36 |
| Technology | 10.49 | 10.43 |
| Consumer Cyclical | 21.92 | 15.69 |
| Financial Services | 26.17 | 27.67 |
| Consumer Defensive | 3.73 | 2.78 |
| Basic Materials | 7.67 | 5.82 |
| Utilities | 2.4 | 2.42 |
| Communication Services | 0.88 | 3.84 |
| Healthcare | 3.87 | 9.72 |
| Real Estate | - | 1.77 |
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