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Tata Large & Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5353 Cr | ₹7943 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.17% | 2.2% |
| 6 Month | -1% | -5.1% |
| 1 Year | 10.4% | 4.44% |
| 3 Year | 20.1% | 16.32% |
| 5 Year | 26.71% | 22.27% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.8% | 1.86% |
| 1 Year | -0.53% | -3.84% |
| 3 Year | 21.35% | 13.97% |
| 5 Year | 21.27% | 16.5% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.28% | 16.65% |
| 3 Year | 15.27% | 15.07% |
| 5 Year | 14.62% | 14.35% |
Risk Management
| Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.058% | 11.3% |
| Sharp | 0.734% | 0.61% |
| Beta | 0.953% | 0.86% |
| Alpha | 4.157% | 0.19% |
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Fund Managers
| Scheme Name | Nippon India Vision 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 Fund-Growth Plan-Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.12 | 5.97 |
| Large Cap | 57.23 | 43.35 |
| Mid Cap | 40.65 | 36.2 |
| Small Cap | 0 | 14.48 |
Sector Allocation
| Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.12 | 5.77 |
| Energy | 5.08 | 4.53 |
| Industrials | 11.87 | 11.22 |
| Technology | 15.01 | 4.49 |
| Healthcare | 8.48 | 6.97 |
| Basic Materials | 8.1 | 11.06 |
| Financial Services | 21.39 | 33.79 |
| Consumer Cyclical | 13.77 | 6.92 |
| Utilities | 4.18 | 1.73 |
| Consumer Defensive | 4.91 | 6.26 |
| Real Estate | 1.15 | 1.96 |
| Communication Services | 3.95 | 5.31 |
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