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Nippon India Vision Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Fund Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6395 Cr ₹6740 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Oct 1995 27 Feb 2007
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% 25%
Expense Ratio 1.96 1.85
Manager Amar Kalkundrikar Ashish Aggarwal
ISIN Code INF204K01406 INF903J01DT1
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 Sundaram Large and Mid Cap 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 Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 0.16% 0.99%
6 Month 9.55% 9.79%
1 Year 3.47% 0.82%
3 Year 22.13% 17.17%
5 Year 23.95% 20.73%

SIP Return Analysis

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 2.96% 3.4%
1 Year 13.92% 13.34%
3 Year 19.72% 15.58%
5 Year 19.4% 15.68%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 17.28% 10.64%
3 Year 15.68% 14.28%
5 Year 14.86% 12.91%

Risk Management

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.96% 13.41%
Sharp 1.04% 0.68%
Beta 0.97% 0.99%
Alpha 4.87% 0.38%

Fund Managers

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Name Amar Kalkundrikar Ashish Aggarwal
Total AUM ₹19671 Cr ₹9635 Cr
Funds Managed 4 7
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5.62 5.37
Large Cap 56.12 44.26
Mid Cap 37.36 38.01
Small Cap 0.9 12.36

Sector Allocation

Scheme Name

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.42 3.16
Energy 5.72 6.69
Technology 9.76 3.67
Consumer Cyclical 20.06 15.48
Industrials 15.44 10.75
Consumer Defensive 4.84 4.69
Financial Services 22.86 26.64
Basic Materials 9.42 8.57
Utilities 3.15 1.69
Communication Services 1.56 5.83
Healthcare 4.1 10.25
Real Estate 1.68 2.58

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