SBI Large & MIDCap Fund vs Nippon India Vision Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹33348 Cr | ₹6174 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 May 2005 | 08 Oct 1995 |
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 | 25% | 74% |
Expense Ratio | 1.6 | 1.96 |
Manager | Pradeep Kesavan | Amar Kalkundrikar |
ISIN Code | INF200K01305 | INF204K01406 |
Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | -1.73% | -1.81% |
6 Month | 11.09% | 11.06% |
1 Year | 5.14% | 3.61% |
3 Year | 17.38% | 20.09% |
5 Year | 23.54% | 23.68% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 4.16% | 3.21% |
1 Year | 7.97% | 5.19% |
3 Year | 15.99% | 18.95% |
5 Year | 17.71% | 19.13% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 14.21% | 17.48% |
3 Year | 15% | 15.6% |
5 Year | 15.04% | 14.8% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 11.75% | 13.11% |
Sharp | 1.12% | 1.09% |
Beta | 0.8% | 0.96% |
Alpha | 1.99% | 5.27% |
Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Amar Kalkundrikar |
Total AUM | ₹434274 Cr | ₹19671 Cr |
Funds Managed | 43 | 4 |
SBI Large & MIDCap Fund- Regular Plan -Growth | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 6.44 | 5.3 |
Large Cap | 38.72 | 55.03 |
Small Cap | 16.35 | 0.02 |
Mid Cap | 38.49 | 39.64 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 4.99 | 1.03 |
Energy | 3.17 | 6.88 |
Technology | 4.37 | 10.16 |
Basic Materials | 16.87 | 8.79 |
Industrials | 9.35 | 13.63 |
Financial Services | 27.34 | 23.28 |
Consumer Defensive | 5.83 | 5.38 |
Healthcare | 11.81 | 7.16 |
Consumer Cyclical | 13.56 | 14.28 |
Communication Services | 1.16 | 3.41 |
Utilities | 1.56 | 4.13 |
Real Estate | - | 1.87 |
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