PGIM India Large and Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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) | ₹6395 Cr | ₹763 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 0.16% | 0.7% |
6 Month | 9.55% | 10.85% |
1 Year | 3.47% | 6.1% |
3 Year | 22.13% | - |
5 Year | 23.95% | - |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | 2.96% | 3.23% |
1 Year | 13.92% | 16.48% |
3 Year | 19.72% | - |
5 Year | 19.4% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 17.28% | 7.49% |
3 Year | 15.68% | - |
5 Year | 14.86% | - |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.96% | - |
Sharp | 1.04% | - |
Beta | 0.97% | - |
Alpha | 4.87% | - |
Fund Managers
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) |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 5.62 | 8.86 |
Large Cap | 56.12 | 48.54 |
Mid Cap | 37.36 | 39.44 |
Small Cap | 0.9 | 3.17 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 1.42 | 4.74 |
Energy | 5.72 | 4.94 |
Technology | 9.76 | 6.89 |
Consumer Cyclical | 20.06 | 14.57 |
Industrials | 15.44 | 14.54 |
Consumer Defensive | 4.84 | 3.71 |
Financial Services | 22.86 | 26.15 |
Basic Materials | 9.42 | 6.8 |
Utilities | 3.15 | 0.9 |
Communication Services | 1.56 | 5.99 |
Healthcare | 4.1 | 9.11 |
Real Estate | 1.68 | 1.66 |
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