Sundaram Large and Midcap Fund Regular Plan vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹6198 Cr | ₹6893 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Oct 1995 | 27 Feb 2007 |
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% | 25% |
Expense Ratio | 1.96 | 1.85 |
Manager | Amar Kalkundrikar | Ashish Aggarwal |
ISIN Code | INF204K01406 | INF903J01DT1 |
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 | Sundaram Large and Mid Cap 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 | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -1.92% | -1.5% |
6 Month | 8.14% | 7.59% |
1 Year | 1.09% | -0.77% |
3 Year | 21.74% | 16.79% |
5 Year | 24.71% | 21.3% |
SIP Return Analysis
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.03% | 5.48% |
1 Year | 7.16% | 5.1% |
3 Year | 20.89% | 15.93% |
5 Year | 20.51% | 16.5% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.86% | 11.11% |
3 Year | 15.48% | 14.14% |
5 Year | 14.72% | 12.65% |
Risk Management
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.54% | 14.51% |
Sharp | 1.31% | 0.95% |
Beta | 0.95% | 1.00% |
Alpha | 5.00% | 0.27% |
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Fund Managers
Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Amar Kalkundrikar | Ashish Aggarwal |
Total AUM | ₹19671 Cr | ₹9635 Cr |
Funds Managed | 4 | 7 |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 5.89 | 5.95 |
Large Cap | 55.61 | 47.06 |
Mid Cap | 38.5 | 36.23 |
Small Cap | - | 10.77 |
Sector Allocation
Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.8 | 2.6 |
Energy | 6.64 | 7.04 |
Industrials | 11.7 | 8.83 |
Technology | 11.02 | 3.86 |
Healthcare | 6.86 | 9.13 |
Basic Materials | 10.33 | 7.44 |
Financial Services | 23.38 | 27.28 |
Consumer Cyclical | 13.27 | 15.85 |
Utilities | 4.11 | 2.76 |
Consumer Defensive | 5.28 | 5.4 |
Communication Services | 3.69 | 7.28 |
Real Estate | 1.9 | 2.52 |
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