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) | ₹6866 Cr | ₹15146 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 | -0.75% | -3.88% |
| 6 Month | 3.95% | 0.58% |
| 1 Year | 1.84% | -4.82% |
| 3 Year | 20.04% | 23.71% |
| 5 Year | 20.3% | 23.65% |
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 | 1.57% | -2.26% |
| 1 Year | 13.79% | 10.81% |
| 3 Year | 17.56% | 19.96% |
| 5 Year | 17.94% | 21.11% |
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 | 19.31% | 24.46% |
| 3 Year | 16.9% | 26.13% |
| 5 Year | 13.93% | 27.9% |
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 | 12.94% | 18.47% |
| Sharp | 1.02% | 0.97% |
| Beta | 0.93% | 1.14% |
| Alpha | 2.48% | 4.81% |
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 | 5.61 | 15.53 |
| Large Cap | 54.55 | 27.56 |
| Mid Cap | 38.82 | 36.5 |
| Small Cap | 1.02 | 20.41 |
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 | 1.68 | 1.41 |
| Energy | 6.12 | - |
| Industrials | 15.62 | 28.69 |
| Technology | 8.74 | 12.29 |
| Consumer Cyclical | 20.54 | 21.26 |
| Consumer Defensive | 3.98 | - |
| Financial Services | 25.3 | 25.73 |
| Basic Materials | 10.71 | 2.44 |
| Utilities | 2.6 | 2.85 |
| Communication Services | 0.9 | - |
| Healthcare | 3.8 | 2.49 |
| Real Estate | 0 | 2.83 |
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