Nippon India Vision Fund vs HSBC Large & Mid Cap Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6395 Cr | ₹4088 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 1995 | 03 Apr 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% | 68% |
| Expense Ratio | 1.96 | 1.91 |
| Manager | Amar Kalkundrikar | Cheenu Gupta |
| ISIN Code | INF204K01406 | INF336L01NY9 |
| 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 | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.88% | 1.3% |
| 6 Month | 7.79% | 12.97% |
| 1 Year | 7.45% | 3.34% |
| 3 Year | 20.71% | 19.81% |
| 5 Year | 23.38% | 21.55% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.49% | 4% |
| 1 Year | 14.1% | 15.31% |
| 3 Year | 19.15% | 18.4% |
| 5 Year | 18.94% | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.28% | 17.43% |
| 3 Year | 15.68% | 19.45% |
| 5 Year | 14.86% | 22.42% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.94% | 15.66% |
| Sharp | 1.03% | 0.84% |
| Beta | 0.93% | 1.00% |
| Alpha | 2.21% | 1.09% |
Fund Managers
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Amar Kalkundrikar | Cheenu Gupta |
| Total AUM | ₹19671 Cr | ₹0 Cr |
| Funds Managed | 4 | 9 |
| Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.62 | 10.75 |
| Large Cap | 56.12 | 41.49 |
| Mid Cap | 37.36 | 36.52 |
| Small Cap | 0.9 | 11.24 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.42 | 1.6 |
| Energy | 5.72 | 0.02 |
| Technology | 9.76 | 11.92 |
| Consumer Cyclical | 20.06 | 18.35 |
| Industrials | 15.44 | 21.76 |
| Consumer Defensive | 4.84 | 2.11 |
| Financial Services | 22.86 | 29.05 |
| Basic Materials | 9.42 | 0.75 |
| Utilities | 3.15 | 1.41 |
| Communication Services | 1.56 | 3.89 |
| Healthcare | 4.1 | 9.07 |
| Real Estate | 1.68 | 0.08 |
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