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) | ₹6177 Cr | ₹731 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 | 3.22% | 1.61% |
6 Month | 17.4% | 17.6% |
1 Year | 0.64% | 2.02% |
3 Year | 19.84% | - |
5 Year | 23.64% | - |
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 | 4.6% | 4.3% |
1 Year | 13.44% | 14.64% |
3 Year | 20.41% | - |
5 Year | 19.73% | - |
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 | 17.48% | 8.65% |
3 Year | 15.6% | - |
5 Year | 14.8% | - |
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 | 13.14% | - |
Sharp | 0.93% | - |
Beta | 0.96% | - |
Alpha | 5.22% | - |
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 | 5.3 | 7.12 |
Large Cap | 55.03 | 48.29 |
Mid Cap | 39.64 | 41.48 |
Small Cap | 0.02 | 3.11 |
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 | 1.03 | 4.15 |
Energy | 6.88 | 5.26 |
Technology | 10.16 | 6.66 |
Consumer Cyclical | 14.28 | 13.88 |
Healthcare | 7.16 | 10.17 |
Basic Materials | 8.79 | 7.36 |
Financial Services | 23.28 | 26.51 |
Industrials | 13.63 | 13.42 |
Utilities | 4.13 | 0.92 |
Consumer Defensive | 5.38 | 3.86 |
Communication Services | 3.41 | 5.99 |
Real Estate | 1.87 | 1.81 |
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