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) | ₹6177 Cr | ₹15502 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 | 4.08% | 2.89% |
6 Month | 18.39% | 13.69% |
1 Year | 1.25% | -2.47% |
3 Year | 21.07% | 19.82% |
5 Year | 23.69% | 22.26% |
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 | 4.6% | 2.31% |
1 Year | 13.44% | 8.04% |
3 Year | 20.41% | 18.13% |
5 Year | 19.73% | 18.07% |
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 | 17.48% | 17.79% |
3 Year | 15.6% | 17.91% |
5 Year | 14.8% | 16.77% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.14% | 12.87% |
Sharp | 0.93% | 0.92% |
Beta | 0.96% | 0.96% |
Alpha | 5.22% | 1.81% |
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 | 7.58 | 6.49 |
Large Cap | 54.87 | 48.47 |
Mid Cap | 37.36 | 35.75 |
Small Cap | 0.19 | 9.29 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.35 | 2.78 |
Energy | 5.68 | 6.42 |
Technology | 10.28 | 10.45 |
Consumer Cyclical | 16.78 | 11.2 |
Healthcare | 4.73 | 11.06 |
Financial Services | 23 | 32.83 |
Industrials | 14.97 | 3.99 |
Basic Materials | 7.62 | 9.71 |
Utilities | 3.07 | 3.12 |
Consumer Defensive | 5.37 | 3.99 |
Communication Services | 3.35 | 2.83 |
Real Estate | 1.8 | 1.62 |
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