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) | ₹6174 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 | -0.3% | -1.25% |
6 Month | 12.51% | 10.04% |
1 Year | 2.1% | -1.81% |
3 Year | 21.41% | 20.34% |
5 Year | 23.46% | 22.03% |
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 | 2.85% | 0.95% |
1 Year | 7.71% | 3.78% |
3 Year | 20.35% | 18.55% |
5 Year | 20.09% | 18.67% |
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 | 17.48% | 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 | 13.11% | 12.87% |
Sharp | 1.09% | 1.06% |
Beta | 0.96% | 0.94% |
Alpha | 5.27% | 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 | 5.3 | 7.67 |
Large Cap | 55.03 | 47.22 |
Mid Cap | 39.64 | 35.51 |
Small Cap | 0.02 | 9.59 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.03 | 3.99 |
Energy | 6.88 | 6.77 |
Technology | 10.16 | 9.06 |
Consumer Cyclical | 14.28 | 11.35 |
Healthcare | 7.16 | 11.2 |
Basic Materials | 8.79 | 9.77 |
Financial Services | 23.28 | 32.12 |
Industrials | 13.63 | 4.11 |
Utilities | 4.13 | 3.17 |
Consumer Defensive | 5.38 | 3.96 |
Communication Services | 3.41 | 2.91 |
Real Estate | 1.87 | 1.59 |
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