Nippon India Vision Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Nippon India Vision Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹28677 Cr | ₹5353 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 | 1.61 | 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 Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 5.58% | 6.18% |
6 Month | -4.15% | -3.3% |
1 Year | 10.36% | 11.37% |
3 Year | 18.18% | 21.42% |
5 Year | 26.91% | 27.82% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 0.72% | 0.93% |
1 Year | -2.79% | -2.61% |
3 Year | 14.84% | 19.36% |
5 Year | 17.79% | 19.82% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 14.74% | 18.28% |
3 Year | 14.69% | 15.27% |
5 Year | 14.88% | 14.62% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 11.75% | 14.058% |
Sharp | 0.77% | 0.734% |
Beta | 0.83% | 0.953% |
Alpha | 0.25% | 4.157% |
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Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision 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 Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Others | 6.17 | 2.12 |
Large Cap | 40.14 | 57.23 |
Small Cap | 16.78 | 0 |
Mid Cap | 36.91 | 40.65 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Others | 6.17 | 2.12 |
Petroleum Products | 3.29 | - |
IT - Software | 5.89 | - |
Pharmaceuticals & Biotechnology | 11.09 | - |
Industrial Manufacturing | 1.35 | - |
Cement & Cement Products | 4.4 | - |
Construction | 2.19 | - |
Banks | 21.48 | - |
Diversified FMCG | 1.54 | - |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | - |
Ferrous Metals | 2.34 | - |
Personal Products | 2.42 | - |
Telecom - Services | 2.39 | - |
Capital Markets | 2.61 | - |
Consumer Durables | 4.67 | - |
Chemicals & Petrochemicals | 0.81 | - |
Transport Services | 0.65 | - |
Finance | 3.07 | - |
Industrial Products | 1.35 | - |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | - |
Retailing | 1 | - |
Food Products | 0.5 | - |
Automobiles | 1 | - |
Healthcare Services | 0.55 | - |
Beverages | 1.05 | - |
Textiles & Apparels | 2.25 | - |
Leisure Services | 1.9 | - |
Power | 2.01 | - |
Energy | - | 5.08 |
Industrials | - | 11.87 |
Technology | - | 15.01 |
Healthcare | - | 8.48 |
Basic Materials | - | 8.1 |
Financial Services | - | 21.39 |
Consumer Cyclical | - | 13.77 |
Utilities | - | 4.18 |
Consumer Defensive | - | 4.91 |
Real Estate | - | 1.15 |
Communication Services | - | 3.95 |
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