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) | ₹6690 Cr | ₹4613 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 | -0.75% | -0.93% |
| 6 Month | 3.95% | 4.6% |
| 1 Year | 1.84% | -6.22% |
| 3 Year | 20.04% | 19.36% |
| 5 Year | 20.3% | 18.51% |
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 | 1.57% | 0.5% |
| 1 Year | 13.79% | 14.31% |
| 3 Year | 17.56% | 16.1% |
| 5 Year | 17.94% | 16.37% |
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 | 19.31% | 16.43% |
| 3 Year | 16.9% | 19.56% |
| 5 Year | 13.93% | 22.27% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.43% | 15.68% |
| Sharp | 1.09% | 0.82% |
| Beta | 0.93% | 1.01% |
| Alpha | 2.62% | 1.21% |
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 | 5.61 | 12.95 |
| Large Cap | 54.55 | 37.68 |
| Mid Cap | 38.82 | 35 |
| Small Cap | 1.02 | 14.36 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.68 | 3.79 |
| Energy | 6.12 | 0.02 |
| Industrials | 15.62 | 21.2 |
| Technology | 8.74 | 10.75 |
| Consumer Cyclical | 20.54 | 19.43 |
| Consumer Defensive | 3.98 | 1.56 |
| Financial Services | 25.3 | 30.25 |
| Basic Materials | 10.71 | 0.06 |
| Utilities | 2.6 | 0.11 |
| Communication Services | 0.9 | 3.93 |
| Healthcare | 3.8 | 8.73 |
| Real Estate | 0 | 0.16 |
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