Nippon India Vision Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹34065 Cr | ₹6395 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 08 Oct 1995 |
| 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 | 25% | 74% |
| Expense Ratio | 1.6 | 1.96 |
| Manager | Pradeep Kesavan | Amar Kalkundrikar |
| ISIN Code | INF200K01305 | INF204K01406 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 2.83% | 2.37% |
| 6 Month | 9.45% | 7.48% |
| 1 Year | 6.55% | 6.81% |
| 3 Year | 16.55% | 20.69% |
| 5 Year | 23.81% | 23.96% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 0.78% | 0.83% |
| 1 Year | 9.36% | 8.97% |
| 3 Year | 14.1% | 17.23% |
| 5 Year | 16.01% | 17.92% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 14.02% | 17.28% |
| 3 Year | 15.11% | 15.68% |
| 5 Year | 15.09% | 14.86% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.29% | 12.94% |
| Sharp | 0.84% | 1.03% |
| Beta | 0.81% | 0.93% |
| Alpha | -0.12% | 2.21% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Amar Kalkundrikar |
| Total AUM | ₹434274 Cr | ₹19671 Cr |
| Funds Managed | 43 | 4 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.75 | 5.62 |
| Large Cap | 37.79 | 56.12 |
| Small Cap | 15.66 | 0.9 |
| Mid Cap | 40.79 | 37.36 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 4.41 | 1.42 |
| Energy | 4.26 | 5.72 |
| Technology | 4.19 | 9.76 |
| Basic Materials | 17.26 | 9.42 |
| Industrials | 9.66 | 15.44 |
| Financial Services | 24.87 | 22.86 |
| Consumer Defensive | 6.14 | 4.84 |
| Healthcare | 11.95 | 4.1 |
| Consumer Cyclical | 14.43 | 20.06 |
| Communication Services | 1.42 | 1.56 |
| Utilities | 1.42 | 3.15 |
| Real Estate | - | 1.68 |
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