DSP Equity Opportunities Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹6395 Cr | ₹15857 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Oct 1995 | 16 May 2000 |
| 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% | 40% |
| Expense Ratio | 1.96 | 1.7 |
| Manager | Amar Kalkundrikar | Rohit Singhania |
| ISIN Code | INF204K01406 | INF740K01094 |
| 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 | DSP Equity Opportunities 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 Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.18% | 1.47% |
| 6 Month | 6.24% | 4.45% |
| 1 Year | 5.81% | 3.1% |
| 3 Year | 21.71% | 20.63% |
| 5 Year | 23.45% | 22.41% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.96% | 1.09% |
| 1 Year | 13.92% | 8.93% |
| 3 Year | 19.72% | 17.35% |
| 5 Year | 19.4% | 17.67% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.28% | 17.62% |
| 3 Year | 15.68% | 18% |
| 5 Year | 14.86% | 16.87% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.96% | 12.87% |
| Sharp | 1.04% | 0.99% |
| Beta | 0.97% | 0.96% |
| Alpha | 4.87% | 1.68% |
Fund Managers
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Amar Kalkundrikar | Rohit Singhania |
| Total AUM | ₹19671 Cr | ₹46862 Cr |
| Funds Managed | 4 | 7 |
| Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.62 | 6.14 |
| Large Cap | 56.12 | 48.7 |
| Mid Cap | 37.36 | 36.09 |
| Small Cap | 0.9 | 9.07 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.42 | 2.36 |
| Energy | 5.72 | 6.83 |
| Technology | 9.76 | 9.59 |
| Consumer Cyclical | 20.06 | 11.5 |
| Industrials | 15.44 | 3.87 |
| Consumer Defensive | 4.84 | 3.31 |
| Financial Services | 22.86 | 33.66 |
| Basic Materials | 9.42 | 9.63 |
| Utilities | 3.15 | 3.43 |
| Communication Services | 1.56 | 2.74 |
| Healthcare | 4.1 | 11.46 |
| Real Estate | 1.68 | 1.63 |
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