Nippon India Vision Fund vs Motilal Oswal Large and Midcap Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹6174 Cr | ₹12428 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 08 Oct 1995 | 17 Oct 2019 |
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% | 70% |
Expense Ratio | 1.96 | 1.73 |
Manager | Amar Kalkundrikar | Rakesh Shetty |
ISIN Code | INF204K01406 | INF247L01965 |
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 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | -1.36% | -3.27% |
6 Month | 14.52% | 23.47% |
1 Year | -1.29% | 2.07% |
3 Year | 20.22% | 26.43% |
5 Year | 22.48% | 26.61% |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 0.72% | 1.81% |
1 Year | 4.16% | 5.63% |
3 Year | 18.19% | 23.32% |
5 Year | 18.87% | 23.32% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 17.48% | 26.99% |
3 Year | 15.6% | 25.97% |
5 Year | 14.8% | 27.36% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.11% | 18.17% |
Sharp | 1.09% | 1.14% |
Beta | 0.96% | 1.07% |
Alpha | 5.27% | 10.72% |
Fund Managers
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Amar Kalkundrikar | Rakesh Shetty |
Total AUM | ₹19671 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 5.3 | 10.64 |
Large Cap | 55.03 | 28.3 |
Mid Cap | 39.64 | 38.37 |
Small Cap | 0.02 | 22.7 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 1.03 | 0.84 |
Energy | 6.88 | - |
Technology | 10.16 | 11.68 |
Consumer Cyclical | 14.28 | 21.73 |
Healthcare | 7.16 | 2.96 |
Basic Materials | 8.79 | 2.05 |
Financial Services | 23.28 | 18.4 |
Industrials | 13.63 | 35.32 |
Utilities | 4.13 | 3.57 |
Consumer Defensive | 5.38 | - |
Communication Services | 3.41 | 0 |
Real Estate | 1.87 | 3.46 |
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