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) | ₹6177 Cr | ₹12628 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 | 3.22% | 4.86% |
6 Month | 17.4% | 27.11% |
1 Year | 0.64% | 2.41% |
3 Year | 19.84% | 26.32% |
5 Year | 23.64% | 28.35% |
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 | 4.6% | 7.58% |
1 Year | 13.44% | 18.22% |
3 Year | 20.41% | 26.52% |
5 Year | 19.73% | 24.83% |
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 | 13.14% | 18.35% |
Sharp | 0.93% | 1.00% |
Beta | 0.96% | 1.09% |
Alpha | 5.22% | 10.37% |
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 | 10.83 |
Large Cap | 55.03 | 28.29 |
Mid Cap | 39.64 | 38.91 |
Small Cap | 0.02 | 21.97 |
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 | 0.93 |
Energy | 6.88 | - |
Technology | 10.16 | 12.75 |
Consumer Cyclical | 14.28 | 21.73 |
Healthcare | 7.16 | 2.99 |
Basic Materials | 8.79 | 2.19 |
Financial Services | 23.28 | 18.33 |
Industrials | 13.63 | 34.2 |
Utilities | 4.13 | 3.71 |
Consumer Defensive | 5.38 | - |
Communication Services | 3.41 | - |
Real Estate | 1.87 | 3.16 |
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