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

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

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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)	₹5897 Cr	₹6671 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

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	3.77%	3.34%
6 Month	1.81%	-1.11%
1 Year	6.39%	3.06%
3 Year	26.1%	21%
5 Year	26.5%	22.75%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	9.83%	9.77%
1 Year	12.35%	9.14%
3 Year	23.49%	18.01%
5 Year	22.03%	17.78%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	17.86%	11.11%
3 Year	15.48%	14.14%
5 Year	14.72%	12.65%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	14.06%	14.95%
Sharp	1.06%	0.74%
Beta	0.95%	1.00%
Alpha	4.69%	0.27%

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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

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.77	5.39
Large Cap	55.68	49.16
Mid Cap	39.55	35.94
Small Cap	-	9.51

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	2.01	3.72
Energy	5.91	6.91
Industrials	12.55	9.43
Technology	10.39	4.98
Healthcare	6.32	9.5
Basic Materials	10.46	6.8
Financial Services	22.43	26.7
Consumer Cyclical	12	14.7
Utilities	6.67	2.61
Consumer Defensive	5.52	5.63
Communication Services	3.96	6.84
Real Estate	1.77	2.18