HSBC Large & Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 Cr | ₹3873 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 Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 1.67% | 3.7% |
6 Month | -2.96% | -10.66% |
1 Year | 5.97% | 1.36% |
3 Year | 24.79% | 23.79% |
5 Year | 27.04% | 24.46% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.36% | 8.57% |
1 Year | 6.61% | 1.56% |
3 Year | 21.48% | 19.42% |
5 Year | 20.86% | 18.82% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.86% | 19.55% |
3 Year | 15.48% | 19.09% |
5 Year | 14.72% | 21.88% |
Risk Management
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.058% | 16.811% |
Sharp | 0.734% | 0.444% |
Beta | 0.953% | 0.981% |
Alpha | 4.157% | 1.122% |
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Fund Managers
Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.12 | 1.85 |
Large Cap | 57.23 | 44.97 |
Mid Cap | 40.65 | 40.28 |
Small Cap | 0 | 12.89 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.12 | 1.85 |
Energy | 5.08 | 0.02 |
Industrials | 11.87 | 25.68 |
Technology | 15.01 | 16.65 |
Healthcare | 8.48 | 7.54 |
Basic Materials | 8.1 | 1.65 |
Financial Services | 21.39 | 22.6 |
Consumer Cyclical | 13.77 | 16.84 |
Utilities | 4.18 | 3.11 |
Consumer Defensive | 4.91 | 0.41 |
Real Estate | 1.15 | 2.12 |
Communication Services | 3.95 | 1.52 |
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