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) | ₹5897 Cr | ₹4544 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 | 3.38% | 4.57% |
6 Month | 2.09% | 3.42% |
1 Year | 5.15% | 6.79% |
3 Year | 25.88% | 26.55% |
5 Year | 26.31% | 27.8% |
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 | 9.68% | 10.75% |
1 Year | 13.27% | 13.59% |
3 Year | 22.72% | 23.68% |
5 Year | 21.56% | 22.87% |
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 | 17.86% | 9.68% |
3 Year | 15.48% | 9.67% |
5 Year | 14.72% | 11.04% |
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 | 13.54% | 13.80% |
Sharp | 1.31% | 1.35% |
Beta | 0.95% | 0.96% |
Alpha | 5.00% | 5.73% |
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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 | 4.77 | 3.69 |
Large Cap | 55.68 | 45.22 |
Mid Cap | 39.55 | 37.58 |
Small Cap | - | 13.38 |
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 | 2.01 | 3.69 |
Energy | 5.91 | - |
Industrials | 12.55 | - |
Technology | 10.39 | - |
Healthcare | 6.32 | - |
Basic Materials | 10.46 | - |
Financial Services | 22.43 | - |
Consumer Cyclical | 12 | - |
Utilities | 6.67 | - |
Consumer Defensive | 5.52 | - |
Communication Services | 3.96 | - |
Real Estate | 1.77 | - |
Telecom - Services | - | 5.32 |
Petroleum Products | - | 3.64 |
IT - Software | - | 8.31 |
Cement & Cement Products | - | 1.73 |
Transport Services | - | 3.19 |
Construction | - | 1.91 |
Chemicals & Petrochemicals | - | 1.02 |
Textiles & Apparels | - | 1.28 |
Pharmaceuticals & Biotechnology | - | 6.92 |
Banks | - | 19.01 |
Realty | - | 2.49 |
Automobiles | - | 4.23 |
Diversified FMCG | - | 2.66 |
Fertilizers & Agrochemicals | - | 2.03 |
Insurance | - | 3.63 |
Diversified Metals | - | 2.28 |
Oil | - | 2.69 |
Ferrous Metals | - | 0.84 |
Personal Products | - | 2.18 |
Capital Markets | - | 3.34 |
Consumer Durables | - | 1.35 |
Other Consumer Services | - | 0.77 |
Industrial Products | - | 0.44 |
Auto Components | - | 2.43 |
Minerals & Mining | - | 1.4 |
Finance | - | 5.23 |
Entertainment | - | 0.6 |
Power | - | 1.96 |
Paper, Forest & Jute Products | - | 0.84 |
Leisure Services | - | 1.85 |
Retailing | - | 0.61 |
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