Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Vision Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

tortoise-icon Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Invest Now

tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Fund Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6866 Cr ₹9406 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 09 Aug 2007
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% 73%
Expense Ratio 1.96 1.8
Manager Amar Kalkundrikar Aditya Khemani
ISIN Code INF204K01406 INF205K01247
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 Invesco India Large & Mid Cap 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 INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month -0.75% -0.93%
6 Month 3.95% 3.33%
1 Year 1.84% 3.5%
3 Year 20.04% 22.98%
5 Year 20.3% 20.67%

SIP Return Analysis

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month 1.57% -0.52%
1 Year 13.79% 15.77%
3 Year 17.56% 21.96%
5 Year 17.94% 20.49%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 19.31% 13.39%
3 Year 16.9% 14.76%
5 Year 13.93% 15.03%

Risk Management

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 12.94% 14.70%
Sharp 1.02% 1.10%
Beta 0.93% 1.00%
Alpha 2.48% 4.57%

Fund Managers

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Name Amar Kalkundrikar Aditya Khemani
Total AUM ₹19671 Cr ₹12070 Cr
Funds Managed 4 3
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth

Market Cap

Scheme Name

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 5.61 6.93
Large Cap 54.55 30.32
Mid Cap 38.82 41.98
Small Cap 1.02 20.77

Sector Allocation

Scheme Name

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 1.68 0.73
Energy 6.12 -
Industrials 15.62 11.1
Technology 8.74 6.17
Consumer Cyclical 20.54 20.27
Consumer Defensive 3.98 -
Financial Services 25.3 29.75
Basic Materials 10.71 3.45
Utilities 2.6 -
Communication Services 0.9 1.65
Healthcare 3.8 19.25
Real Estate 0 7.65

Top Comparisons

Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

3Y Returns12.17%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.01%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns16.45%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns15.88%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now

Bandhan Value Fund - Regular Plan - Growth Bandhan Value Fund - Regular Plan - Growth

3Y Returns16.87%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns20.79%

Compare Now
Add to Cart Successfully