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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Chart Comparison

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)	₹6690 Cr	₹803 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	0.32%	-0.32%
6 Month	4.49%	2.19%
1 Year	2.73%	2.52%
3 Year	19.97%	-
5 Year	20.66%	-

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	3.53%	1.35%
1 Year	15.79%	12.6%
3 Year	18.97%	-
5 Year	18.96%	-

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	19.31%	7.49%
3 Year	16.9%	-
5 Year	13.93%	-

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	1.09%	-
Beta	0.93%	-
Alpha	2.3%	-

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	1.66	12.46
Large Cap	58.81	45.91
Mid Cap	39.53	38.5
Small Cap	-	3.13

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	PGIM India Large and Mid Cap Fund - Regular (G)
Others	1.66	4.06
Petroleum Products	5.37	-
Industrial Products	3.88	-
IT - Software	5.55	-
Retailing	9.37	-
Construction	0.9	-
Diversified FMCG	0.37	-
Banks	16.17	-
Leisure Services	2	-
Automobiles	7.54	-
Aerospace & Defense	1.17	-
Electrical Equipment	4.59	-
Ferrous Metals	3.68	-
Chemicals & Petrochemicals	1.84	-
Power	2.6	-
Personal Products	0.75	-
Capital Markets	1.12	-
Finance	4.99	-
Non - Ferrous Metals	0.68	-
Fertilizers & Agrochemicals	0.17	-
Consumer Durables	4.47	-
Diversified Metals	1.84	-
Oil	0.75	-
Food Products	0.92	-
Industrial Manufacturing	1.25	-
Telecom - Services	0.9	-
Pharmaceuticals & Biotechnology	2.89	-
Auto Components	1.42	-
Financial Technology (Fintech)	1.53	-
Healthcare Services	0.92	-
Cement & Cement Products	2.17	-
Transport Services	2.19	-
Beverages	0.57	-
Textiles & Apparels	1.77	-
Insurance	2.01	-
Energy	-	5.12
Industrials	-	13.91
Consumer Cyclical	-	13.24
Healthcare	-	10.65
Financial Services	-	26.11
Technology	-	7.74
Basic Materials	-	6.5
Consumer Defensive	-	3.8
Real Estate	-	1.79
Communication Services	-	6.22
Utilities	-	0.85