Nippon India Vision Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Nippon India Vision Fund-Growth Plan-Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 Cr | ₹6470 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 Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.49% | 5.58% |
6 Month | 4.82% | 1.17% |
1 Year | 13.03% | 8.5% |
3 Year | 24.84% | 19.54% |
5 Year | 29.3% | 25.07% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 0.93% | -0.44% |
1 Year | -2.61% | -6.54% |
3 Year | 19.36% | 13.47% |
5 Year | 19.82% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 11.53% |
3 Year | 15.27% | 14.16% |
5 Year | 14.62% | 12.49% |
Risk Management
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.058% | 14.877% |
Sharp | 0.734% | 0.357% |
Beta | 0.953% | 0.998% |
Alpha | 4.157% | -1.131% |
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Fund Managers
Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.12 | 3.47 |
Large Cap | 57.23 | 52.13 |
Mid Cap | 40.65 | 35.95 |
Small Cap | 0 | 8.46 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.12 | 3.47 |
Energy | 5.08 | 6.53 |
Industrials | 11.87 | 12.24 |
Technology | 15.01 | 7.5 |
Healthcare | 8.48 | 9.93 |
Basic Materials | 8.1 | 4.8 |
Financial Services | 21.39 | 23.3 |
Consumer Cyclical | 13.77 | 16.44 |
Utilities | 4.18 | 2.39 |
Consumer Defensive | 4.91 | 5.14 |
Real Estate | 1.15 | 2.54 |
Communication Services | 3.95 | 5.74 |
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