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) | ₹5897 Cr | ₹681 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 | 3.38% | 3.52% |
6 Month | 2.09% | 4.03% |
1 Year | 5.15% | 7.48% |
3 Year | 25.88% | - |
5 Year | 26.31% | - |
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 | 9.68% | 10.46% |
1 Year | 13.27% | 16.71% |
3 Year | 22.72% | - |
5 Year | 21.56% | - |
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 | 17.86% | 9.2% |
3 Year | 15.48% | - |
5 Year | 14.72% | - |
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 | 13.54% | - |
Sharp | 1.31% | - |
Beta | 0.95% | - |
Alpha | 5.00% | - |
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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 | 4.77 | 6.03 |
Large Cap | 55.68 | 51.51 |
Mid Cap | 39.55 | 40.05 |
Small Cap | - | 2.42 |
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 | 2.01 | 3.9 |
Energy | 5.91 | 5.77 |
Industrials | 12.55 | 14.02 |
Technology | 10.39 | 8.33 |
Healthcare | 6.32 | 9.22 |
Basic Materials | 10.46 | 7.71 |
Financial Services | 22.43 | 24.87 |
Consumer Cyclical | 12 | 13.44 |
Utilities | 6.67 | 0.99 |
Consumer Defensive | 5.52 | 4.09 |
Communication Services | 3.96 | 6.33 |
Real Estate | 1.77 | 1.34 |
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