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 | -0.13% | 0.45% |
6 Month | 9.68% | 16.28% |
1 Year | 3.36% | -0.11% |
3 Year | 21.78% | 21.28% |
5 Year | 23.76% | 22.43% |
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 | 2.96% | 5.03% |
1 Year | 13.92% | 16.75% |
3 Year | 19.72% | 19.56% |
5 Year | 19.4% | 18.52% |
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 | 12.96% | 15.70% |
Sharp | 1.04% | 0.85% |
Beta | 0.97% | 0.98% |
Alpha | 4.87% | 4.67% |
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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