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Nippon India Vision Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹29961 Cr | ₹6866 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 08 Oct 1995 |
| 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 | 14.92% | 74% |
| Expense Ratio | 1.61 | 1.96 |
| Manager | Harsha Upadhyaya | Amar Kalkundrikar |
| ISIN Code | INF174K01187 | INF204K01406 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision 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 | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -0.11% | -0.73% |
| 6 Month | 4.87% | 4.4% |
| 1 Year | 1.18% | 1.31% |
| 3 Year | 18.23% | 20.18% |
| 5 Year | 19.16% | 20.14% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.14% | 1.57% |
| 1 Year | 16.01% | 13.79% |
| 3 Year | 15.81% | 17.56% |
| 5 Year | 16.84% | 17.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 15.6% | 19.31% |
| 3 Year | 15.94% | 16.9% |
| 5 Year | 15.33% | 13.93% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.87% | 12.43% |
| Sharp | 0.97% | 1.09% |
| Beta | 0.9% | 0.93% |
| Alpha | 1.32% | 2.62% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Amar Kalkundrikar |
| Total AUM | ₹139411 Cr | ₹19671 Cr |
| Funds Managed | 11 | 4 |
| Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 7.45 | 5.61 |
| Large Cap | 52.77 | 54.55 |
| Mid Cap | 34.7 | 38.82 |
| Small Cap | 5.08 | 1.02 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 3.27 | 1.68 |
| Communication Services | 3.08 | 0.9 |
| Energy | 5.98 | 6.12 |
| Financial Services | 25.21 | 25.3 |
| Technology | 7.04 | 8.74 |
| Consumer Cyclical | 13.03 | 20.54 |
| Basic Materials | 11.59 | 10.71 |
| Industrials | 17.32 | 15.62 |
| Consumer Defensive | 1.58 | 3.98 |
| Healthcare | 7 | 3.8 |
| Real Estate | 0.96 | 0 |
| Utilities | 3.94 | 2.6 |
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