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Motilal Oswal Large and Midcap 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 Motilal Oswal Large and Midcap Fund - Regular Plan 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 Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6174 Cr ₹12428 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 08 Oct 1995 17 Oct 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% 70%
Expense Ratio 1.96 1.73
Manager Amar Kalkundrikar Rakesh Shetty
ISIN Code INF204K01406 INF247L01965
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 Motilal Oswal Large and Midcap Fund - Regular Plan - 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 Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month 0.49% -0.8%
6 Month 12.24% 20.65%
1 Year 3.78% 6.05%
3 Year 20.75% 26.83%
5 Year 23.68% 28.21%

SIP Return Analysis

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month 3.21% 5.87%
1 Year 5.19% 6.81%
3 Year 18.95% 24.5%
5 Year 19.13% 23.9%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 17.48% 26.99%
3 Year 15.6% 25.97%
5 Year 14.8% 27.36%

Risk Management

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation 13.11% 18.17%
Sharp 1.09% 1.14%
Beta 0.96% 1.07%
Alpha 5.27% 10.72%

Fund Managers

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Name Amar Kalkundrikar Rakesh Shetty
Total AUM ₹19671 Cr ₹33886 Cr
Funds Managed 4 19
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Market Cap

Scheme Name

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

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 5.3 10.64
Large Cap 55.03 28.3
Mid Cap 39.64 38.37
Small Cap 0.02 22.7

Sector Allocation

Scheme Name

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

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 1.03 0.84
Energy 6.88 -
Technology 10.16 11.68
Consumer Cyclical 14.28 21.73
Healthcare 7.16 2.96
Basic Materials 8.79 2.05
Financial Services 23.28 18.4
Industrials 13.63 35.32
Utilities 4.13 3.57
Consumer Defensive 5.38 -
Communication Services 3.41 0
Real Estate 1.87 3.46

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