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) | ₹6395 Cr | ₹3047 Cr | ₹3047 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 | 2.37% | 2.57% | 2.57% |
| 6 Month | 7.48% | 8.23% | 8.23% |
| 1 Year | 6.81% | 1.85% | 1.85% |
| 3 Year | 20.69% | 16.43% | 16.43% |
| 5 Year | 23.96% | 20.11% | 20.11% |
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 | 2.57% | 1.7% | 1.7% |
| 1 Year | 13.23% | 9.7% | 9.7% |
| 3 Year | 19.53% | 16.79% | 16.79% |
| 5 Year | 19.32% | 16.09% | 16.09% |
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 | 17.28% | 12.96% | 12.96% |
| 3 Year | 15.68% | 15.22% | 15.22% |
| 5 Year | 14.86% | 15.28% | 15.28% |
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 | 12.96% | 14.85% | 14.85% |
| Sharp | 1.04% | 0.60% | 0.60% |
| Beta | 0.97% | 1.02% | 1.02% |
| Alpha | 4.87% | -0.07% | -0.07% |
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 | 5.62 | 5.13 | 5.13 |
| Large Cap | 56.12 | 42.53 | 42.53 |
| Mid Cap | 37.36 | 33.94 | 33.94 |
| Small Cap | 0.9 | 18.41 | 18.41 |
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 | 1.42 | 3.13 | 3.13 |
| Energy | 5.72 | 1.9 | 1.9 |
| Technology | 9.76 | 6.23 | 6.23 |
| Consumer Cyclical | 20.06 | 15.37 | 15.37 |
| Industrials | 15.44 | 20.3 | 20.3 |
| Consumer Defensive | 4.84 | 6.41 | 6.41 |
| Financial Services | 22.86 | 24.15 | 24.15 |
| Basic Materials | 9.42 | 9.04 | 9.04 |
| Utilities | 3.15 | 2.49 | 2.49 |
| Communication Services | 1.56 | 2.35 | 2.35 |
| Healthcare | 4.1 | 7.27 | 7.27 |
| Real Estate | 1.68 | 1.36 | 1.36 |
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