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) | ₹6896 Cr | ₹17576 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 | -4.97% | -3.43% |
| 6 Month | -3.16% | -0.05% |
| 1 Year | 4.72% | 7.96% |
| 3 Year | 19.3% | 18.99% |
| 5 Year | 17.49% | 17.5% |
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 | -4.01% | -0.67% |
| 1 Year | -1.21% | 3.92% |
| 3 Year | 12.37% | 13.72% |
| 5 Year | 15.41% | 15.74% |
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 | 19.16% | 18.01% |
| 3 Year | 16.97% | 18.35% |
| 5 Year | 13.98% | 16.7% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.81% | 13.28% |
| Sharp | 1.07% | 1.00% |
| Beta | 0.93% | 0.95% |
| Alpha | 2.24% | 1.63% |
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 | 7.63 | 9.68 |
| Large Cap | 54.05 | 47.91 |
| Mid Cap | 37.45 | 34.82 |
| Small Cap | 0.87 | 7.58 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.37 | 1.65 |
| Energy | 6.22 | 6.44 |
| Industrials | 12.6 | 3.53 |
| Technology | 10.05 | 10.73 |
| Consumer Cyclical | 21.43 | 12.18 |
| Financial Services | 27.21 | 35.93 |
| Consumer Defensive | 3.44 | 2.92 |
| Basic Materials | 9.08 | 8.58 |
| Utilities | 2.05 | 2.99 |
| Communication Services | 0.89 | 3.36 |
| Healthcare | 3.66 | 9.94 |
| Real Estate | - | 1.75 |
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