HDFC Large and Mid Cap Fund vs Nippon India Vision Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹28892 Cr | ₹6866 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 08 Oct 1995 |
| 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 | 9.01% | 74% |
| Expense Ratio | 1.66 | 1.96 |
| Manager | Dhruv Muchhal | Amar Kalkundrikar |
| ISIN Code | INF179KA1RT1 | INF204K01406 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -1.27% | -0.75% |
| 6 Month | 3.02% | 3.95% |
| 1 Year | 2.25% | 1.84% |
| 3 Year | 19.08% | 20.04% |
| 5 Year | 22.04% | 20.3% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.12% | 1.57% |
| 1 Year | 13.75% | 13.79% |
| 3 Year | 15.75% | 17.56% |
| 5 Year | 17.91% | 17.94% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 13.19% | 19.31% |
| 3 Year | 13.1% | 16.9% |
| 5 Year | 12.3% | 13.93% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.88% | 12.94% |
| Sharp | 0.89% | 1.02% |
| Beta | 1.01% | 0.93% |
| Alpha | 0.81% | 2.48% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Amar Kalkundrikar |
| Total AUM | ₹520687 Cr | ₹19671 Cr |
| Funds Managed | 40 | 4 |
| HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.29 | 5.61 |
| Large Cap | 43.58 | 54.55 |
| Small Cap | 12.99 | 1.02 |
| Mid Cap | 38.14 | 38.82 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.87 | 1.68 |
| Communication Services | 3.23 | 0.9 |
| Energy | 3.22 | 6.12 |
| Technology | 9.69 | 8.74 |
| Consumer Cyclical | 13.57 | 20.54 |
| Healthcare | 12.61 | 3.8 |
| Basic Materials | 6.63 | 10.71 |
| Consumer Defensive | 2.8 | 3.98 |
| Industrials | 10.06 | 15.62 |
| Financial Services | 30.26 | 25.3 |
| Real Estate | 2.46 | 0 |
| Utilities | 3.6 | 2.6 |
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