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) | ₹26949 Cr | ₹6395 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 | 4.82% | 3.66% |
| 6 Month | 9.37% | 7.81% |
| 1 Year | 6.35% | 7.4% |
| 3 Year | 21.19% | 21.4% |
| 5 Year | 26.78% | 24% |
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 | 2.95% | 2.57% |
| 1 Year | 15% | 13.23% |
| 3 Year | 18.2% | 19.53% |
| 5 Year | 19.8% | 19.32% |
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 | 13.35% | 17.28% |
| 3 Year | 11.41% | 15.68% |
| 5 Year | 11.57% | 14.86% |
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% | 12.96% |
| Sharp | 0.95% | 1.04% |
| Beta | 1.04% | 0.97% |
| Alpha | 4.04% | 4.87% |
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 | 3.81 | 5.62 |
| Large Cap | 44.55 | 56.12 |
| Small Cap | 13.45 | 0.9 |
| Mid Cap | 38.19 | 37.36 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 0.73 | 1.42 |
| Communication Services | 3.14 | 1.56 |
| Energy | 3.18 | 5.72 |
| Technology | 9.66 | 9.76 |
| Consumer Cyclical | 14.45 | 20.06 |
| Healthcare | 12.85 | 4.1 |
| Basic Materials | 6.85 | 9.42 |
| Consumer Defensive | 2.74 | 4.84 |
| Industrials | 10.27 | 15.44 |
| Financial Services | 30.08 | 22.86 |
| Real Estate | 2.33 | 1.68 |
| Utilities | 3.73 | 3.15 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns14.22%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
HDFC Multi Cap Fund - Growth Option
3Y Returns21.74%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns25.34%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns17.16%