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 | 1.88% | 1.61% |
| 6 Month | 7.79% | 7.12% |
| 1 Year | 7.45% | 8.31% |
| 3 Year | 20.71% | - |
| 5 Year | 23.38% | - |
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 | 3.49% | 2.27% |
| 1 Year | 14.1% | 12.98% |
| 3 Year | 19.15% | - |
| 5 Year | 18.94% | - |
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 | 12.94% | - |
| Sharp | 1.03% | - |
| Beta | 0.93% | - |
| Alpha | 2.21% | - |
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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