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) | ₹6896 Cr | ₹812 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 | -4.97% | -5.71% |
| 6 Month | -3.16% | -6.08% |
| 1 Year | 4.72% | 4.21% |
| 3 Year | 19.3% | - |
| 5 Year | 17.49% | - |
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 | -4.01% | -5.95% |
| 1 Year | -1.21% | -5.09% |
| 3 Year | 12.37% | - |
| 5 Year | 15.41% | - |
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 | 19.16% | 6.71% |
| 3 Year | 16.97% | - |
| 5 Year | 13.98% | - |
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 | 12.43% | - |
| Sharp | 1.13% | - |
| Beta | 0.93% | - |
| Alpha | 2.37% | - |
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 | 7.63 | 14.74 |
| Large Cap | 54.05 | 44.44 |
| Mid Cap | 37.45 | 38.7 |
| Small Cap | 0.87 | 2.12 |
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 | 3.37 | 3.36 |
| Energy | 6.22 | 5.35 |
| Industrials | 12.6 | 13.03 |
| Technology | 10.05 | 7.35 |
| Consumer Cyclical | 21.43 | 12.8 |
| Financial Services | 27.21 | 27.27 |
| Consumer Defensive | 3.44 | 4.72 |
| Basic Materials | 9.08 | 7.18 |
| Utilities | 2.05 | 0.82 |
| Communication Services | 0.89 | 6.14 |
| Healthcare | 3.66 | 10.26 |
| Real Estate | - | 1.72 |
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