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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) | ₹6174 Cr | ₹6789 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 | -1.81% | -1.56% |
| 6 Month | 11.06% | 11.11% |
| 1 Year | 3.61% | 0.69% |
| 3 Year | 20.09% | 15.03% |
| 5 Year | 23.68% | 20.44% |
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 | 3.21% | 3.6% |
| 1 Year | 5.19% | 3.89% |
| 3 Year | 18.95% | 14.32% |
| 5 Year | 19.13% | 15.27% |
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 | 17.48% | 10.83% |
| 3 Year | 15.6% | 14.22% |
| 5 Year | 14.8% | 12.76% |
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 | 13.11% | 13.68% |
| Sharp | 1.09% | 0.73% |
| Beta | 0.96% | 0.98% |
| Alpha | 5.27% | 0.80% |
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 | 5.3 | 5.3 |
| Large Cap | 55.03 | 45.65 |
| Mid Cap | 39.64 | 37.21 |
| Small Cap | 0.02 | 11.84 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.03 | 2.13 |
| Energy | 6.88 | 6.6 |
| Technology | 10.16 | 3.55 |
| Consumer Cyclical | 14.28 | 15.72 |
| Healthcare | 7.16 | 9.95 |
| Basic Materials | 8.79 | 7.94 |
| Financial Services | 23.28 | 26.53 |
| Industrials | 13.63 | 9.09 |
| Utilities | 4.13 | 2.74 |
| Consumer Defensive | 5.38 | 5.95 |
| Communication Services | 3.41 | 7.15 |
| Real Estate | 1.87 | 2.64 |
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