Tata Large & Mid Cap Fund vs Nippon India Vision Fund compare

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Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6177 Cr	₹8501 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 1995	31 Mar 2003
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%	10.69%
Expense Ratio	1.96	1.77
Manager	Amar Kalkundrikar	Chandraprakash Padiyar
ISIN Code	INF204K01406	INF277K01428
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	Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month	3.96%	0.92%
6 Month	16.55%	10.81%
1 Year	0.59%	-5.89%
3 Year	20.04%	13.35%
5 Year	24%	19.79%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month	4.6%	1.08%
1 Year	13.44%	5.18%
3 Year	20.41%	11.71%
5 Year	19.73%	14.13%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year	17.48%	16.09%
3 Year	15.6%	15.41%
5 Year	14.8%	14.46%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation	13.14%	11.3%
Sharp	0.93%	0.63%
Beta	0.96%	0.88%
Alpha	5.22%	-1.81%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name	Amar Kalkundrikar	Chandraprakash Padiyar
Total AUM	₹19671 Cr	₹15627 Cr
Funds Managed	4	3
	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	5.3	8.71
Large Cap	55.03	43.85
Mid Cap	39.64	34.26
Small Cap	0.02	13.17

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	1.03	7.61
Energy	6.88	4.44
Technology	10.16	2.43
Consumer Cyclical	14.28	5.22
Healthcare	7.16	6.77
Basic Materials	8.79	14.62
Financial Services	23.28	31.09
Industrials	13.63	10.01
Utilities	4.13	2.18
Consumer Defensive	5.38	6.3
Communication Services	3.41	5.67
Real Estate	1.87	3.67