ITI Large Cap Fund Regular vs Nippon India Large Cap Fund compare
ITI Large Cap Fund Regular - Growth
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
Overview
| Scheme Name | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Fund | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹536 Cr | ₹50312 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Dec 2020 | 08 Aug 2007 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | % | 52% |
| Expense Ratio | 2.37 | 1.62 |
| Manager | Rohan Korde | Ashutosh Bhargava |
| ISIN Code | INF00XX01770 | INF204K01554 |
| Exits Load | ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Exit load of 1% if redeemed within 7 days./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Month | -1.25% | - |
| 6 Month | 1.48% | - |
| 1 Year | 0.01% | - |
| 3 Year | 12.91% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 6 Month | 1.68% | - |
| 1 Year | 10.91% | - |
| 3 Year | 10.97% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| 1 Year | 9.19% | - |
| 3 Year | 13.98% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Standard Deviation | 13.07% | 11.56% |
| Sharp | 0.48% | 0.97% |
| Beta | 1.02% | 0.92% |
| Alpha | -1.53% | 4.12% |
Fund Managers
| Scheme Name | ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Name | Rohan Korde | Ashutosh Bhargava |
| Total AUM | ₹4626 Cr | ₹121448 Cr |
| Funds Managed | 10 | 12 |
| ITI Large Cap Fund Regular - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
Market Cap
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 9.14 | 0.74 |
| Large Cap | 79.6 | 83.62 |
| Small Cap | 8.29 | 6.72 |
| Mid Cap | 2.97 | 8.92 |
Sector Allocation
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
|---|---|---|
| Others | 2.25 | 0.74 |
| Energy | 8 | 13.71 |
| Technology | 6.72 | 5.82 |
| Consumer Cyclical | 11.94 | - |
| Industrials | 13.75 | - |
| Basic Materials | 5.39 | - |
| Financial Services | 35.47 | - |
| Healthcare | 2.97 | 2.35 |
| Utilities | 5.26 | - |
| Consumer Defensive | 3.37 | - |
| Real Estate | 0.57 | - |
| Communication Services | 4.3 | - |
| Capital Goods | - | 6.48 |
| Construction | - | 3.68 |
| Financial | - | 32.78 |
| Consumer Staples | - | 9.78 |
| Materials | - | 2.11 |
| Services | - | 7.57 |
| Metals & Mining | - | 2.31 |
| Automobile | - | 7.04 |
| Insurance | - | 3.17 |
| Communication | - | 1.02 |
| Diversified | - | 0.38 |
| Chemicals | - | 0.7 |
| Textiles | - | 0.36 |
Top Comparisons
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns17.84%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.25%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.98%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Quant BFSI Fund Regular - Growth
3Y Returns0%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.4%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.84%