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) | ₹6866 Cr | ₹4460 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 | -0.75% | 0.35% |
| 6 Month | 3.95% | 3.79% |
| 1 Year | 1.84% | -0.57% |
| 3 Year | 20.04% | 17.45% |
| 5 Year | 20.3% | 19% |
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 | 1.57% | 2.63% |
| 1 Year | 13.79% | 15.47% |
| 3 Year | 17.56% | 15.75% |
| 5 Year | 17.94% | 15.99% |
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 | 19.31% | 11.64% |
| 3 Year | 16.9% | 14.21% |
| 5 Year | 13.93% | 14.33% |
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 | 12.94% | 13.65% |
| Sharp | 1.02% | 0.78% |
| Beta | 0.93% | 0.97% |
| Alpha | 2.48% | -0.60% |
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 | 5.61 | 4.93 |
| Large Cap | 54.55 | 46.2 |
| Mid Cap | 38.82 | 36.57 |
| Small Cap | 1.02 | 12.31 |
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 | 1.68 | 1.95 |
| Energy | 6.12 | 4.19 |
| Industrials | 15.62 | 14.36 |
| Technology | 8.74 | 12.01 |
| Consumer Cyclical | 20.54 | 11.93 |
| Consumer Defensive | 3.98 | 2.59 |
| Financial Services | 25.3 | 28.71 |
| Basic Materials | 10.71 | 9.29 |
| Utilities | 2.6 | 1.96 |
| Communication Services | 0.9 | 2.43 |
| Healthcare | 3.8 | 8 |
| Real Estate | 0 | 2.58 |
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