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) | ₹5897 Cr | ₹10840 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 | 3.38% | 2.04% |
6 Month | 2.09% | -2.98% |
1 Year | 5.15% | 13.31% |
3 Year | 25.88% | 33.21% |
5 Year | 26.31% | 29.57% |
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 | 9.68% | 15.43% |
1 Year | 13.27% | 19.69% |
3 Year | 22.72% | 29.58% |
5 Year | 21.56% | 26.83% |
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 | 17.86% | 28.46% |
3 Year | 15.48% | 25.72% |
5 Year | 14.72% | 26.25% |
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 | 14.06% | 19.22% |
Sharp | 1.06% | 1.18% |
Beta | 0.95% | 1.08% |
Alpha | 4.69% | 10.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.77 | 4.01 |
Large Cap | 55.68 | 35.01 |
Mid Cap | 39.55 | 37.51 |
Small Cap | - | 23.47 |
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 | 2.01 | 1.37 |
Energy | 5.91 | - |
Industrials | 12.55 | 39.42 |
Technology | 10.39 | 8.96 |
Healthcare | 6.32 | 2.63 |
Basic Materials | 10.46 | 2.54 |
Financial Services | 22.43 | 15.2 |
Consumer Cyclical | 12 | 21.71 |
Utilities | 6.67 | - |
Consumer Defensive | 5.52 | - |
Communication Services | 3.96 | 3.26 |
Real Estate | 1.77 | 4.91 |
Top Comparisons
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns7.27%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.79%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.17%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.16%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns26.41%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns22.7%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.83%