INVESCO INDIA LARGE & MID CAP FUND vs Nippon India Vision Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Vision Fund-Growth Plan-Growth Option

Invest Now

tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Fund Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5403 Cr ₹6149 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 09 Aug 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% 73%
Expense Ratio 1.96 1.81
Manager Amar Kalkundrikar Aditya Khemani
ISIN Code INF204K01406 INF205K01247
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 Invesco India 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 Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month 3.25% 7.42%
6 Month 4.16% 10.76%
1 Year 27.47% 39.2%
3 Year 20.85% 22.94%
5 Year 21.23% 21.63%

SIP Return Analysis

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month - -
1 Year 19.19% 34.27%
3 Year 27.28% 33.26%
5 Year 25.7% 27.47%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 18.05% 13.29%
3 Year 15.12% 14.17%
5 Year 14.5% 14.63%

Risk Management

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation 12.43% 12.64%
Sharp 1.26% 1.06%
Beta 0.91% 0.95%
Alpha 1.57% 3.44%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth
Name Amar Kalkundrikar Aditya Khemani
Total AUM ₹19671 Cr ₹12070 Cr
Fund Manage 4 3
Nippon India Vision Fund-Growth Plan-Growth Option INVESCO INDIA LARGE & MID CAP FUND - Growth

Market Cap

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 3.11 0.31
Large Cap 55.77 37.45
Mid Cap 41.12 49.15
Small Cap - 13.09

Sector Allocation

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 3.11 0.31
Petroleum Products 3.47 -
Electrical Equipment 4.61 1.91
Industrial Products 1.45 6.68
IT - Software 10.63 6.66
Construction 1.34 -
Healthcare Services 2.32 5.49
Banks 13.5 13.94
Automobiles 3.38 4.18
Aerospace & Defense 2.52 -
Pharmaceuticals & Biotechnology 6.78 5.46
Chemicals & Petrochemicals 0.69 -
Personal Products 2.22 -
Transport Services 2.66 2.64
Capital Markets 0.41 4.26
Finance 3.46 5.84
Diversified FMCG 1.22 -
Consumer Durables 5.33 6.82
Retailing 2.95 8.27
Diversified Metals 1.66 -
Power 5.96 -
Realty 1.59 7.55
Telecom - Services 2.69 2.01
Financial Technology (Fintech) 1.53 -
Auto Components 2.45 2.7
Cement & Cement Products 1.43 3.79
Minerals & Mining 1.07 -
Beverages 1.46 -
Ferrous Metals 1.84 1.1
Textiles & Apparels 1.46 -
Insurance 2.19 4.26
Leisure Services 2.62 3.27
Agricultural Food & other Products - 1.41
Industrial Manufacturing - 1.45

Top Comparisons

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns12.44%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns18.03%

Compare Now

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns15.97%

Compare Now

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.28%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.28%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.11%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.25%

Compare Now
Request call back
Add to Cart Successfully