Nippon India Vision Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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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