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Kotak Equity Opportunities Fund vs Nippon India Vision Fund compare
Kotak Large & Midcap Fund - Growth
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹27655 Cr | ₹6177 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 08 Oct 1995 |
| 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 | 14.92% | 74% |
| Expense Ratio | 1.61 | 1.96 |
| Manager | Harsha Upadhyaya | Amar Kalkundrikar |
| ISIN Code | INF174K01187 | INF204K01406 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision 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 | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 2.09% | 3.22% |
| 6 Month | 16.92% | 17.4% |
| 1 Year | -1.78% | 0.64% |
| 3 Year | 17.56% | 19.84% |
| 5 Year | 21.83% | 23.64% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 4.14% | 4.6% |
| 1 Year | 11.62% | 13.44% |
| 3 Year | 17.22% | 20.41% |
| 5 Year | 17.89% | 19.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 16.03% | 17.48% |
| 3 Year | 15.68% | 15.6% |
| 5 Year | 15.12% | 14.8% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.00% | 13.14% |
| Sharp | 0.81% | 0.93% |
| Beta | 0.92% | 0.96% |
| Alpha | 3.84% | 5.22% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Amar Kalkundrikar |
| Total AUM | ₹139411 Cr | ₹19671 Cr |
| Funds Managed | 11 | 4 |
| Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.13 | 5.3 |
| Large Cap | 51.8 | 55.03 |
| Mid Cap | 37.95 | 39.64 |
| Small Cap | 5.12 | 0.02 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.82 | 1.03 |
| Communication Services | 3.05 | 3.41 |
| Energy | 5.73 | 6.88 |
| Financial Services | 24.02 | 23.28 |
| Technology | 8.23 | 10.16 |
| Consumer Cyclical | 12.87 | 14.28 |
| Basic Materials | 11.78 | 8.79 |
| Industrials | 17.14 | 13.63 |
| Consumer Defensive | 1.62 | 5.38 |
| Healthcare | 7.71 | 7.16 |
| Real Estate | 0.93 | 1.87 |
| Utilities | 5.11 | 4.13 |
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