Nippon India Vision Fund vs LIC MF Large & Mid Cap Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹6177 Cr | ₹3013 Cr | ₹3013 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 08 Oct 1995 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 74% | % | 46% |
Expense Ratio | 1.96 | 1.9 | 1.9 |
Manager | Amar Kalkundrikar | Yogesh Patil | Yogesh Patil |
ISIN Code | INF204K01406 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.96% | 2.66% | 2.66% |
6 Month | 16.55% | 13.21% | 13.21% |
1 Year | 0.59% | -4.13% | -4.13% |
3 Year | 20.04% | 14.76% | 14.76% |
5 Year | 24% | 20.46% | 20.46% |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 4.6% | 2.69% | 2.69% |
1 Year | 13.44% | 7.26% | 7.26% |
3 Year | 20.41% | 16.78% | 16.78% |
5 Year | 19.73% | 16.1% | 16.1% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 17.48% | 13.18% | 13.18% |
3 Year | 15.6% | 15.19% | 15.19% |
5 Year | 14.8% | 15.17% | 15.17% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 13.14% | 14.91% | 14.91% |
Sharp | 0.93% | 0.56% | 0.56% |
Beta | 0.96% | 1.00% | 1.00% |
Alpha | 5.22% | 1.09% | 1.09% |
Fund Managers
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Amar Kalkundrikar | Yogesh Patil | Yogesh Patil |
Total AUM | ₹19671 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 4 | 7 | 7 |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 5.3 | 4.14 | 4.14 |
Large Cap | 55.03 | 40.93 | 40.93 |
Mid Cap | 39.64 | 35.49 | 35.49 |
Small Cap | 0.02 | 19.44 | 19.44 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.03 | 2.42 | 2.42 |
Energy | 6.88 | 1.9 | 1.9 |
Technology | 10.16 | 6.11 | 6.11 |
Consumer Cyclical | 14.28 | 15.27 | 15.27 |
Healthcare | 7.16 | 7.32 | 7.32 |
Basic Materials | 8.79 | 7.85 | 7.85 |
Financial Services | 23.28 | 25.01 | 25.01 |
Industrials | 13.63 | 22.71 | 22.71 |
Utilities | 4.13 | 2.57 | 2.57 |
Consumer Defensive | 5.38 | 5.42 | 5.42 |
Communication Services | 3.41 | 1.99 | 1.99 |
Real Estate | 1.87 | 1.44 | 1.44 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.22%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.1%
Kotak Money Market Fund - (Growth)
3Y Returns7.44%
Kotak Money Market Fund - (Growth)
3Y Returns7.44%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.9%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.02%
Kotak Flexicap Fund - Growth
3Y Returns15.49%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.17%