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