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HSBC Large & Mid Cap Fund vs Nippon India Vision Fund compare

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tortoise-icon Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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