PGIM India Large and Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 Cr | ₹602 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 Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 1.67% | 2.84% |
6 Month | -2.96% | -0.4% |
1 Year | 5.97% | 9.04% |
3 Year | 24.79% | - |
5 Year | 27.04% | - |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | 7.36% | 8.75% |
1 Year | 6.61% | 10.91% |
3 Year | 21.48% | - |
5 Year | 20.86% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.058% | - |
Sharp | 0.734% | - |
Beta | 0.953% | - |
Alpha | 4.157% | - |
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Fund Managers
Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 2.12 | 5.78 |
Large Cap | 57.23 | 50.23 |
Mid Cap | 40.65 | 39.15 |
Small Cap | 0 | 4.84 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 2.12 | 5.78 |
Energy | 5.08 | 4.59 |
Industrials | 11.87 | 12.98 |
Technology | 15.01 | 10.7 |
Healthcare | 8.48 | 9.99 |
Basic Materials | 8.1 | 7.99 |
Financial Services | 21.39 | 22.15 |
Consumer Cyclical | 13.77 | 14.08 |
Utilities | 4.18 | 1.09 |
Consumer Defensive | 4.91 | 3.83 |
Real Estate | 1.15 | 0.69 |
Communication Services | 3.95 | 6.13 |
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