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Nippon India Vision Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6198 Cr ₹4866 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 30 Jul 2005
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% 32%
Expense Ratio 1.96 1.9
Manager Amar Kalkundrikar V Srivatsa
ISIN Code INF204K01406 INF789F01869
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 UTI Large & 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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -1.72% -2.5%
6 Month 8.44% 7.7%
1 Year 1.56% 0.26%
3 Year 21.88% 22.45%
5 Year 25.02% 26.38%

SIP Return Analysis

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 5.03% 5.49%
1 Year 7.16% 6.75%
3 Year 20.89% 21.45%
5 Year 20.51% 21.52%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 17.86% 9.68%
3 Year 15.48% 9.67%
5 Year 14.72% 11.04%

Risk Management

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.54% 12.33%
Sharp 1.31% 1.42%
Beta 0.95% 0.93%
Alpha 5.00% 2.94%

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Fund Managers

Scheme Name Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Amar Kalkundrikar V Srivatsa
Total AUM ₹19671 Cr ₹7921 Cr
Funds Managed 4 3
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 5.89 5.72
Large Cap 55.61 44.99
Mid Cap 38.5 36.27
Small Cap - 13.02

Sector Allocation

Scheme Name

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

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.8 4.05
Energy 6.64 6.45
Industrials 11.7 7.34
Technology 11.02 9.23
Healthcare 6.86 7.53
Basic Materials 10.33 9.41
Financial Services 23.38 30.08
Consumer Cyclical 13.27 9.39
Utilities 4.11 2.09
Consumer Defensive 5.28 5.35
Communication Services 3.69 6.59
Real Estate 1.9 2.49

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