Nippon India Vision Fund vs UTI Large & Mid Cap Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 Cr | ₹4047 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 Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.67% | 2.94% |
6 Month | -2.96% | -2.67% |
1 Year | 5.97% | 7.95% |
3 Year | 24.79% | 25.92% |
5 Year | 27.04% | 28.2% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.36% | 7.67% |
1 Year | 6.61% | 6.19% |
3 Year | 21.48% | 22.06% |
5 Year | 20.86% | 21.97% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.058% | 12.33% |
Sharp | 0.734% | 1.17% |
Beta | 0.953% | 0.91% |
Alpha | 4.157% | 3.15% |
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Fund Managers
Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.12 | 5.04 |
Large Cap | 57.23 | 44.89 |
Mid Cap | 40.65 | 36.99 |
Small Cap | 0 | 12.9 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.12 | 5.04 |
Energy | 5.08 | - |
Industrials | 11.87 | - |
Technology | 15.01 | - |
Healthcare | 8.48 | - |
Basic Materials | 8.1 | - |
Financial Services | 21.39 | - |
Consumer Cyclical | 13.77 | - |
Utilities | 4.18 | - |
Consumer Defensive | 4.91 | - |
Real Estate | 1.15 | - |
Communication Services | 3.95 | - |
Telecom - Services | - | 5.68 |
Petroleum Products | - | 2.68 |
IT - Software | - | 7.12 |
Cement & Cement Products | - | 1.77 |
Transport Services | - | 3.18 |
Construction | - | 1.66 |
Chemicals & Petrochemicals | - | 0.93 |
Textiles & Apparels | - | 1.29 |
Pharmaceuticals & Biotechnology | - | 6.49 |
Banks | - | 20.32 |
Realty | - | 2.9 |
Automobiles | - | 4.25 |
Diversified FMCG | - | 3.06 |
Fertilizers & Agrochemicals | - | 2.25 |
Insurance | - | 3.52 |
Diversified Metals | - | 2.29 |
Oil | - | 2.41 |
Ferrous Metals | - | 0.79 |
Personal Products | - | 2.42 |
Capital Markets | - | 2.93 |
Consumer Durables | - | 1.23 |
Other Consumer Services | - | 0.77 |
Industrial Products | - | 0.41 |
Auto Components | - | 2.31 |
Minerals & Mining | - | 1.26 |
Finance | - | 5.27 |
Entertainment | - | 0.6 |
Power | - | 2.03 |
Paper, Forest & Jute Products | - | 0.75 |
Leisure Services | - | 1.92 |
Retailing | - | 0.29 |
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