Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Large and Midcap Fund vs Nippon India Vision Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

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) ₹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 BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns7.01%

VS

PGIM India Arbitrage Fund - Regular Plan - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

3Y Returns6.6%

Compare Now

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns20.95%

VS

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns18.39%

Compare Now

Bandhan Floater Fund Regular - Growth Bandhan Floater Fund Regular - Growth

3Y Returns7.4%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns7.91%

Compare Now

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns6.52%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns7.39%

Compare Now
Add to Cart Successfully