Motilal Oswal Large and Midcap Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
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) | ₹6866 Cr | ₹15146 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 | -1.41% | -4.58% |
| 6 Month | 4.92% | 1.65% |
| 1 Year | 3.07% | -5.84% |
| 3 Year | 20.21% | 23.89% |
| 5 Year | 19.69% | 22.95% |
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 | 0.21% | -3.77% |
| 1 Year | 9.41% | 5.52% |
| 3 Year | 16.95% | 19.01% |
| 5 Year | 17.89% | 20.91% |
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 | 19.23% | 24.23% |
| 3 Year | 16.92% | 26.1% |
| 5 Year | 13.96% | 27.79% |
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 | 12.43% | 18.47% |
| Sharp | 1.09% | 0.97% |
| Beta | 0.93% | 1.14% |
| Alpha | 2.62% | 4.81% |
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 | 5.75 | 15.53 |
| Large Cap | 54.47 | 27.56 |
| Mid Cap | 38.77 | 36.5 |
| Small Cap | 1.01 | 20.41 |
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 | 1.82 | 1.41 |
| Energy | 5.95 | - |
| Industrials | 15.11 | 28.69 |
| Technology | 10.49 | 12.29 |
| Consumer Cyclical | 21.92 | 21.26 |
| Financial Services | 26.17 | 25.73 |
| Consumer Defensive | 3.73 | - |
| Basic Materials | 7.67 | 2.44 |
| Utilities | 2.4 | 2.85 |
| Communication Services | 0.88 | - |
| Healthcare | 3.87 | 2.49 |
| Real Estate | - | 2.83 |
Top Comparisons
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns7.01%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.6%
ICICI Prudential Value Fund - Growth
3Y Returns20.95%
HDFC Value Fund - Growth Plan
3Y Returns18.39%
Bandhan Floater Fund Regular - Growth
3Y Returns7.4%
Axis Floater Fund - Regular Plan - Growth
3Y Returns7.91%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.52%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.39%