HSBC Large & Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹6177 Cr | ₹4314 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 1995 | 03 Apr 2019 |
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% | 68% |
Expense Ratio | 1.96 | 1.91 |
Manager | Amar Kalkundrikar | Cheenu Gupta |
ISIN Code | INF204K01406 | INF336L01NY9 |
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 | HSBC Large & Midcap 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 | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 3.22% | 3.76% |
6 Month | 17.4% | 24.41% |
1 Year | 0.64% | -1.39% |
3 Year | 19.84% | 19.29% |
5 Year | 23.64% | 22.21% |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.6% | 7.45% |
1 Year | 13.44% | 14.92% |
3 Year | 20.41% | 20.03% |
5 Year | 19.73% | 18.66% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.48% | 18.59% |
3 Year | 15.6% | 19.45% |
5 Year | 14.8% | 22.51% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.14% | 15.89% |
Sharp | 0.93% | 0.75% |
Beta | 0.96% | 0.98% |
Alpha | 5.22% | 4.87% |
Fund Managers
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Amar Kalkundrikar | Cheenu Gupta |
Total AUM | ₹19671 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.3 | 7.93 |
Large Cap | 55.03 | 43.35 |
Mid Cap | 39.64 | 38.25 |
Small Cap | 0.02 | 10.48 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.03 | 1.21 |
Energy | 6.88 | 0.02 |
Technology | 10.16 | 8.74 |
Consumer Cyclical | 14.28 | 19.07 |
Healthcare | 7.16 | 9.77 |
Basic Materials | 8.79 | 1.09 |
Financial Services | 23.28 | 28.58 |
Industrials | 13.63 | 24.44 |
Utilities | 4.13 | 1.96 |
Consumer Defensive | 5.38 | 1.76 |
Communication Services | 3.41 | 3.26 |
Real Estate | 1.87 | 0.09 |
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