UTI Large & Mid Cap Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6690 Cr | ₹5291 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Oct 1995 | 30 Jul 2005 |
| 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% | 32% |
| Expense Ratio | 1.96 | 1.9 |
| Manager | Amar Kalkundrikar | V Srivatsa |
| ISIN Code | INF204K01406 | INF789F01869 |
| 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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.32% | 1.85% |
| 6 Month | 4.49% | 6.06% |
| 1 Year | 2.73% | 3.52% |
| 3 Year | 19.97% | 20.83% |
| 5 Year | 20.66% | 22.65% |
SIP Return Analysis
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.33% | 4.26% |
| 1 Year | 13.85% | 17.3% |
| 3 Year | 17.8% | 18.79% |
| 5 Year | 18.14% | 19.19% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.31% | 9.03% |
| 3 Year | 16.9% | 10.42% |
| 5 Year | 13.93% | 11.44% |
Risk Management
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.94% | 13.33% |
| Sharp | 1.02% | 1.03% |
| Beta | 0.93% | 0.95% |
| Alpha | 2.49% | 2.74% |
Fund Managers
| Scheme Name | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amar Kalkundrikar | V Srivatsa |
| Total AUM | ₹19671 Cr | ₹7921 Cr |
| Funds Managed | 4 | 3 |
| Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.66 | 3.01 |
| Large Cap | 58.81 | 47.23 |
| Mid Cap | 39.53 | 37.06 |
| Small Cap | - | 12.54 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.66 | 3.01 |
| Petroleum Products | 5.37 | 4.86 |
| Industrial Products | 3.88 | 0.41 |
| IT - Software | 5.55 | 10.15 |
| Retailing | 9.37 | 0.56 |
| Construction | 0.9 | 3.2 |
| Diversified FMCG | 0.37 | 2.83 |
| Banks | 16.17 | 17.47 |
| Leisure Services | 2 | 1.29 |
| Automobiles | 7.54 | 6.34 |
| Aerospace & Defense | 1.17 | - |
| Electrical Equipment | 4.59 | - |
| Ferrous Metals | 3.68 | 0.77 |
| Chemicals & Petrochemicals | 1.84 | 1.2 |
| Power | 2.6 | 2.08 |
| Personal Products | 0.75 | 1.99 |
| Capital Markets | 1.12 | 2.58 |
| Finance | 4.99 | 5.12 |
| Non - Ferrous Metals | 0.68 | - |
| Fertilizers & Agrochemicals | 0.17 | 1.1 |
| Consumer Durables | 4.47 | 1.02 |
| Diversified Metals | 1.84 | 2.41 |
| Oil | 0.75 | 1.38 |
| Food Products | 0.92 | - |
| Industrial Manufacturing | 1.25 | - |
| Telecom - Services | 0.9 | 4.02 |
| Pharmaceuticals & Biotechnology | 2.89 | 7.63 |
| Auto Components | 1.42 | 1.91 |
| Financial Technology (Fintech) | 1.53 | - |
| Healthcare Services | 0.92 | - |
| Cement & Cement Products | 2.17 | 1.4 |
| Transport Services | 2.19 | 3.07 |
| Beverages | 0.57 | - |
| Textiles & Apparels | 1.77 | 1.18 |
| Insurance | 2.01 | 3.47 |
| Realty | - | 2.52 |
| Other Consumer Services | - | 1 |
| Gas | - | 1.01 |
| Diversified | - | 0.61 |
| Consumable Fuels | - | 1.01 |
| Entertainment | - | 0.44 |
| Paper, Forest & Jute Products | - | 0.8 |
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