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) | ₹6690 Cr | ₹14870 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 | 0.32% | -3.62% |
| 6 Month | 4.49% | -0.04% |
| 1 Year | 2.73% | -2.43% |
| 3 Year | 19.97% | 24.17% |
| 5 Year | 20.66% | 24.08% |
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 | 2.33% | -0.79% |
| 1 Year | 13.85% | 12.73% |
| 3 Year | 17.8% | 20.87% |
| 5 Year | 18.14% | 21.65% |
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 | 19.31% | 24.46% |
| 3 Year | 16.9% | 26.13% |
| 5 Year | 13.93% | 27.9% |
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% | 18.32% |
| Sharp | 1.09% | 1.08% |
| Beta | 0.93% | 1.14% |
| Alpha | 2.3% | 6.11% |
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 | 1.66 | 11.05 |
| Large Cap | 58.81 | 27.14 |
| Mid Cap | 39.53 | 39.56 |
| Small Cap | - | 22.25 |
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 | 1.66 | 0.67 |
| Petroleum Products | 5.37 | - |
| Industrial Products | 3.88 | - |
| IT - Software | 5.55 | - |
| Retailing | 9.37 | - |
| Construction | 0.9 | - |
| Diversified FMCG | 0.37 | - |
| Banks | 16.17 | - |
| Leisure Services | 2 | - |
| Automobiles | 7.54 | - |
| Aerospace & Defense | 1.17 | - |
| Electrical Equipment | 4.59 | - |
| Ferrous Metals | 3.68 | - |
| Chemicals & Petrochemicals | 1.84 | - |
| Power | 2.6 | - |
| Personal Products | 0.75 | - |
| Capital Markets | 1.12 | - |
| Finance | 4.99 | - |
| Non - Ferrous Metals | 0.68 | - |
| Fertilizers & Agrochemicals | 0.17 | - |
| Consumer Durables | 4.47 | - |
| Diversified Metals | 1.84 | - |
| Oil | 0.75 | - |
| Food Products | 0.92 | - |
| Industrial Manufacturing | 1.25 | - |
| Telecom - Services | 0.9 | - |
| Pharmaceuticals & Biotechnology | 2.89 | - |
| Auto Components | 1.42 | - |
| Financial Technology (Fintech) | 1.53 | - |
| Healthcare Services | 0.92 | - |
| Cement & Cement Products | 2.17 | - |
| Transport Services | 2.19 | - |
| Beverages | 0.57 | - |
| Textiles & Apparels | 1.77 | - |
| Insurance | 2.01 | - |
| Healthcare | - | 3 |
| Industrials | - | 30.47 |
| Basic Materials | - | 2.59 |
| Technology | - | 14.57 |
| Consumer Cyclical | - | 21.89 |
| Financial Services | - | 20.87 |
| Utilities | - | 2.93 |
| Real Estate | - | 3.01 |
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