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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) | ₹28381 Cr | ₹6395 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 | 4.28% | 3.78% |
| 6 Month | 10.91% | 8.31% |
| 1 Year | 5.76% | 7.23% |
| 3 Year | 19.5% | 21.45% |
| 5 Year | 22.55% | 24.17% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 3.45% | 2.57% |
| 1 Year | 15.58% | 13.23% |
| 3 Year | 17.59% | 19.53% |
| 5 Year | 18.12% | 19.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 15.75% | 17.28% |
| 3 Year | 15.77% | 15.68% |
| 5 Year | 15.2% | 14.86% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.82% | 12.96% |
| Sharp | 0.93% | 1.04% |
| Beta | 0.93% | 0.97% |
| Alpha | 3.72% | 4.87% |
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 | 7.33 | 5.62 |
| Large Cap | 52.07 | 56.12 |
| Mid Cap | 34.89 | 37.36 |
| Small Cap | 5.71 | 0.9 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 3.78 | 1.42 |
| Communication Services | 2.93 | 1.56 |
| Energy | 5.84 | 5.72 |
| Financial Services | 24.06 | 22.86 |
| Technology | 7.11 | 9.76 |
| Consumer Cyclical | 13.66 | 20.06 |
| Basic Materials | 12.15 | 9.42 |
| Industrials | 16.73 | 15.44 |
| Consumer Defensive | 1.59 | 4.84 |
| Healthcare | 7.04 | 4.1 |
| Real Estate | 0.89 | 1.68 |
| Utilities | 4.21 | 3.15 |
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