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) | ₹37045 Cr | ₹6866 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 | -0.97% | -2.38% |
| 6 Month | 5.26% | 3.1% |
| 1 Year | 5.08% | 0.81% |
| 3 Year | 17.03% | 20.18% |
| 5 Year | 19.66% | 19.54% |
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 | 2.17% | 1.57% |
| 1 Year | 15.76% | 13.79% |
| 3 Year | 15.47% | 17.56% |
| 5 Year | 16.43% | 17.94% |
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 | 13.65% | 19.31% |
| 3 Year | 15.26% | 16.9% |
| 5 Year | 15.16% | 13.93% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 12.43% |
| Sharp | 0.94% | 1.09% |
| Beta | 0.81% | 0.93% |
| Alpha | 0.64% | 2.62% |
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 | 8.57 | 5.75 |
| Large Cap | 36.05 | 54.47 |
| Mid Cap | 41.51 | 38.77 |
| Small Cap | 13.86 | 1.01 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 4.39 | 1.82 |
| Energy | 4.37 | 5.95 |
| Technology | 5.06 | 10.49 |
| Basic Materials | 16.28 | 7.67 |
| Consumer Defensive | 6.42 | 3.73 |
| Industrials | 9.21 | 15.11 |
| Financial Services | 23.24 | 26.17 |
| Healthcare | 12.23 | 3.87 |
| Consumer Cyclical | 15.47 | 21.92 |
| Communication Services | 1.53 | 0.88 |
| Utilities | 1.8 | 2.4 |
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