PGIM India Large and Mid Cap Fund vs Nippon India Vision Fund compare

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

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PGIM India Large and Mid Cap Fund - Regular (G)

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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	PGIM India Large and Mid Cap Fund - Regular (G)
Fund	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6896 Cr	₹815 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 1995	12 Feb 2024
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%	%
Expense Ratio	1.96	2.33
Manager	Amar Kalkundrikar	Vinay Paharia
ISIN Code	INF204K01406	INF663L01X88
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	PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	-1.38%	-1.2%
6 Month	1%	-0.88%
1 Year	6.64%	5.81%
3 Year	20.79%	-
5 Year	17.79%	-

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	0.44%	-0.76%
1 Year	8.67%	6.12%
3 Year	15.2%	-
5 Year	16.71%	-

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	19.19%	6.78%
3 Year	16.95%	-
5 Year	13.97%	-

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation	12.43%	-
Sharp	1.13%	-
Beta	0.93%	-
Alpha	2.37%	-

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Name	Amar Kalkundrikar	Vinay Paharia
Total AUM	₹19671 Cr	₹0 Cr
Funds Managed	4	10
	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Others	7.63	3.24
Large Cap	54.05	56.67
Mid Cap	37.45	35.92
Small Cap	0.87	4.17

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Others	3.37	3.24
Energy	6.22	-
Industrials	12.6	-
Technology	10.05	-
Consumer Cyclical	21.43	-
Financial Services	27.21	-
Consumer Defensive	3.44	-
Basic Materials	9.08	-
Utilities	2.05	-
Communication Services	0.89	-
Healthcare	3.66	-
Petroleum Products	-	5.32
Industrial Products	-	2.18
Construction	-	1.5
Retailing	-	8.32
Healthcare Services	-	2.76
Pharmaceuticals & Biotechnology	-	7.6
Banks	-	13.89
Electrical Equipment	-	1.02
IT - Software	-	4.4
Other Consumer Services	-	0.8
Transport Services	-	2.45
Insurance	-	3.01
Capital Markets	-	3.28
Consumer Durables	-	5.31
Fertilizers & Agrochemicals	-	1.59
Beverages	-	2.34
Realty	-	1.73
Food Products	-	1.45
Aerospace & Defense	-	1.3
Finance	-	4.87
Chemicals & Petrochemicals	-	5.41
Telecom - Services	-	4.69
Auto Components	-	3.37
Financial Technology (Fintech)	-	1.55
Automobiles	-	2.41
Power	-	0.81
Leisure Services	-	0.47
Cement & Cement Products	-	1.8
Transport Infrastructure	-	1.13