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) | ₹6866 Cr | ₹4664 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 | -1.77% | -3.61% |
| 6 Month | 3.3% | 3.28% |
| 1 Year | 1.78% | -8% |
| 3 Year | 20.19% | 19.32% |
| 5 Year | 19.51% | 17.73% |
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 | 1.57% | 0.5% |
| 1 Year | 13.79% | 14.31% |
| 3 Year | 17.56% | 16.1% |
| 5 Year | 17.94% | 16.37% |
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 | 19.23% | 16.18% |
| 3 Year | 16.92% | 19.53% |
| 5 Year | 13.96% | 22.24% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.43% | 15.68% |
| Sharp | 1.09% | 0.82% |
| Beta | 0.93% | 1.01% |
| Alpha | 2.62% | 1.21% |
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 | 5.75 | 17.69 |
| Large Cap | 54.47 | 36.62 |
| Mid Cap | 38.77 | 30.91 |
| Small Cap | 1.01 | 14.79 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.82 | 1.87 |
| Energy | 5.95 | 1.54 |
| Industrials | 15.11 | 19.7 |
| Technology | 10.49 | 9.04 |
| Consumer Cyclical | 21.92 | 17.52 |
| Financial Services | 26.17 | 35.87 |
| Consumer Defensive | 3.73 | 1.44 |
| Basic Materials | 7.67 | 0.06 |
| Utilities | 2.4 | 0.07 |
| Communication Services | 0.88 | 3.93 |
| Healthcare | 3.87 | 8.95 |
| Real Estate | - | 0 |
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