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) | ₹6395 Cr | ₹13778 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 | -0.13% | 0.25% |
| 6 Month | 9.68% | 19.85% |
| 1 Year | 3.36% | 2.99% |
| 3 Year | 21.78% | 28.9% |
| 5 Year | 23.76% | 28.54% |
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 | 2.96% | 5.21% |
| 1 Year | 13.92% | 22.43% |
| 3 Year | 19.72% | 26.68% |
| 5 Year | 19.4% | 25.06% |
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 | 17.28% | 26.13% |
| 3 Year | 15.68% | 26.08% |
| 5 Year | 14.86% | 27.91% |
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 | 12.96% | 18.33% |
| Sharp | 1.04% | 1.08% |
| Beta | 0.97% | 1.12% |
| Alpha | 4.87% | 10.04% |
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 | 5.62 | 10.93 |
| Large Cap | 56.12 | 27.98 |
| Mid Cap | 37.36 | 39.3 |
| Small Cap | 0.9 | 21.79 |
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 | 1.42 | 1.03 |
| Energy | 5.72 | - |
| Technology | 9.76 | 14.28 |
| Consumer Cyclical | 20.06 | 22.91 |
| Industrials | 15.44 | 30.82 |
| Consumer Defensive | 4.84 | - |
| Financial Services | 22.86 | 19.51 |
| Basic Materials | 9.42 | 2.45 |
| Utilities | 3.15 | 3.41 |
| Communication Services | 1.56 | - |
| Healthcare | 4.1 | 2.88 |
| Real Estate | 1.68 | 2.71 |
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