Edelweiss Large & Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹6177 Cr | ₹4042 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Oct 1995 | 14 Jun 2007 |
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% | 30% |
Expense Ratio | 1.96 | 1.87 |
Manager | Amar Kalkundrikar | Trideep Bhattacharya |
ISIN Code | INF204K01406 | INF843K01047 |
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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.96% | 2.55% |
6 Month | 16.55% | 15.48% |
1 Year | 0.59% | -2.02% |
3 Year | 20.04% | 16.25% |
5 Year | 24% | 21.9% |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.6% | 3.79% |
1 Year | 13.44% | 9.6% |
3 Year | 20.41% | 16.79% |
5 Year | 19.73% | 16.96% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.48% | 11.94% |
3 Year | 15.6% | 13.85% |
5 Year | 14.8% | 14.2% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.14% | 13.74% |
Sharp | 0.93% | 0.68% |
Beta | 0.96% | 0.98% |
Alpha | 5.22% | 2.19% |
Fund Managers
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Amar Kalkundrikar | Trideep Bhattacharya |
Total AUM | ₹19671 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.3 | 5.86 |
Large Cap | 55.03 | 44.8 |
Mid Cap | 39.64 | 36.98 |
Small Cap | 0.02 | 12.37 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.03 | 3.06 |
Energy | 6.88 | 4.73 |
Technology | 10.16 | 11.27 |
Consumer Cyclical | 14.28 | 11.71 |
Healthcare | 7.16 | 9.15 |
Basic Materials | 8.79 | 10.86 |
Financial Services | 23.28 | 27.9 |
Industrials | 13.63 | 13.07 |
Utilities | 4.13 | 1.82 |
Consumer Defensive | 5.38 | 2.11 |
Communication Services | 3.41 | 2.45 |
Real Estate | 1.87 | 1.87 |
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