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Sundaram Large and Midcap Fund Regular Plan vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5353 Cr | ₹6470 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 Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.57% | 1.93% |
| 6 Month | 1.72% | -1.31% |
| 1 Year | 5.98% | 2.24% |
| 3 Year | 26.59% | 21.48% |
| 5 Year | 26.55% | 22.8% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.07% | 5.47% |
| 1 Year | 6.86% | 2.69% |
| 3 Year | 21.93% | 16.13% |
| 5 Year | 21.2% | 16.8% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.058% | 14.877% |
| Sharp | 0.734% | 0.357% |
| Beta | 0.953% | 0.998% |
| Alpha | 4.157% | -1.131% |
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Fund Managers
| Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 3.47 |
| Large Cap | 57.23 | 52.13 |
| Mid Cap | 40.65 | 35.95 |
| Small Cap | 0 | 8.46 |
Sector Allocation
| Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 3.47 |
| Energy | 5.08 | 6.53 |
| Industrials | 11.87 | 12.24 |
| Technology | 15.01 | 7.5 |
| Healthcare | 8.48 | 9.93 |
| Basic Materials | 8.1 | 4.8 |
| Financial Services | 21.39 | 23.3 |
| Consumer Cyclical | 13.77 | 16.44 |
| Utilities | 4.18 | 2.39 |
| Consumer Defensive | 4.91 | 5.14 |
| Real Estate | 1.15 | 2.54 |
| Communication Services | 3.95 | 5.74 |
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