Nippon India Vision Fund vs DSP Equity Opportunities Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹6866 Cr | ₹17215 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Oct 1995 | 16 May 2000 |
| 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% | 40% |
| Expense Ratio | 1.96 | 1.7 |
| Manager | Amar Kalkundrikar | Rohit Singhania |
| ISIN Code | INF204K01406 | INF740K01094 |
| 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 | DSP Equity Opportunities 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 | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.77% | -0.25% |
| 6 Month | 3.3% | 3.47% |
| 1 Year | 1.78% | 3.89% |
| 3 Year | 20.19% | 19.55% |
| 5 Year | 19.51% | 19.06% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.57% | 3.06% |
| 1 Year | 13.79% | 14.75% |
| 3 Year | 17.56% | 17.19% |
| 5 Year | 17.94% | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 19.23% | 18.19% |
| 3 Year | 16.92% | 18.27% |
| 5 Year | 13.96% | 16.67% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.43% | 12.87% |
| Sharp | 1.09% | 0.98% |
| Beta | 0.93% | 0.95% |
| Alpha | 2.62% | 1.43% |
Fund Managers
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Amar Kalkundrikar | Rohit Singhania |
| Total AUM | ₹19671 Cr | ₹46862 Cr |
| Funds Managed | 4 | 7 |
| Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.75 | 9.22 |
| Large Cap | 54.47 | 48.48 |
| Mid Cap | 38.77 | 34.63 |
| Small Cap | 1.01 | 7.68 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.82 | 1.27 |
| Energy | 5.95 | 6.17 |
| Industrials | 15.11 | 3.57 |
| Technology | 10.49 | 11.19 |
| Consumer Cyclical | 21.92 | 11.68 |
| Financial Services | 26.17 | 36.37 |
| Consumer Defensive | 3.73 | 3.03 |
| Basic Materials | 7.67 | 8.6 |
| Utilities | 2.4 | 3.06 |
| Communication Services | 0.88 | 3.23 |
| Healthcare | 3.87 | 10.15 |
| Real Estate | - | 1.67 |
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