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) | ₹5897 Cr | ₹10840 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 | 3.38% | 2.04% |
6 Month | 2.09% | -2.98% |
1 Year | 5.15% | 13.31% |
3 Year | 25.88% | 33.21% |
5 Year | 26.31% | 29.57% |
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 | 9.83% | 16.33% |
1 Year | 12.35% | 19.8% |
3 Year | 23.49% | 30.51% |
5 Year | 22.03% | 27.3% |
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 | 17.86% | 28.46% |
3 Year | 15.48% | 25.72% |
5 Year | 14.72% | 26.25% |
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 | 14.06% | 19.22% |
Sharp | 1.06% | 1.18% |
Beta | 0.95% | 1.08% |
Alpha | 4.69% | 10.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.77 | 4.01 |
Large Cap | 55.68 | 35.01 |
Mid Cap | 39.55 | 37.51 |
Small Cap | - | 23.47 |
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 | 2.01 | 1.37 |
Energy | 5.91 | - |
Industrials | 12.55 | 39.42 |
Technology | 10.39 | 8.96 |
Healthcare | 6.32 | 2.63 |
Basic Materials | 10.46 | 2.54 |
Financial Services | 22.43 | 15.2 |
Consumer Cyclical | 12 | 21.71 |
Utilities | 6.67 | - |
Consumer Defensive | 5.52 | - |
Communication Services | 3.96 | 3.26 |
Real Estate | 1.77 | 4.91 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns18.64%
LIC MF Large Cap Fund-Growth
3Y Returns16.45%
Kotak Large & Midcap Fund - Growth
3Y Returns24.12%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns18.99%
ICICI Prudential Savings Fund - Growth
3Y Returns8.01%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.05%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.56%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.58%