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 | 1.29% | -0.86% |
| 6 Month | 6.57% | 9.8% |
| 1 Year | 8.39% | 3.28% |
| 3 Year | 21.06% | 19.89% |
| 5 Year | 22.28% | 20.35% |
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 | 2.02% | 1.75% |
| 1 Year | 12.61% | 12.51% |
| 3 Year | 18.24% | 17.01% |
| 5 Year | 18.34% | 16.89% |
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 | 19.49% | 16.61% |
| 3 Year | 16.82% | 19.52% |
| 5 Year | 13.9% | 22.34% |
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 | 10.36 |
| Large Cap | 56.12 | 39.85 |
| Mid Cap | 37.36 | 36.65 |
| Small Cap | 0.9 | 13.15 |
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 | 1.32 |
| Energy | 5.72 | 0.02 |
| Technology | 9.76 | 11.75 |
| Consumer Cyclical | 20.06 | 19.6 |
| Industrials | 15.44 | 22.59 |
| Consumer Defensive | 4.84 | 1.79 |
| Financial Services | 22.86 | 30.35 |
| Basic Materials | 9.42 | 0.46 |
| Utilities | 3.15 | 0.48 |
| Communication Services | 1.56 | 3.74 |
| Healthcare | 4.1 | 7.86 |
| Real Estate | 1.68 | 0.04 |
Top Comparisons
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.58%
HDFC Money Market Fund - Growth Option
3Y Returns7.49%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.38%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.41%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.85%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns12.95%