Motilal Oswal Large and Midcap Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5353 Cr | ₹8447 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 08 Oct 1995 | 17 Oct 2019 |
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% | 70% |
Expense Ratio | 1.96 | 1.73 |
Manager | Amar Kalkundrikar | Rakesh Shetty |
ISIN Code | INF204K01406 | INF247L01965 |
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 | Motilal Oswal Large and Midcap 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | -3.77% | -10.7% |
6 Month | -8.78% | -11.4% |
1 Year | 10.58% | 11.29% |
3 Year | 17.97% | 20.05% |
5 Year | 18.51% | 19.8% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.43% | -10.31% |
3 Year | 18.95% | 21.71% |
5 Year | 20.91% | 23.25% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 18.28% | 31.85% |
3 Year | 15.27% | 25.93% |
5 Year | 14.62% | 25.61% |
Risk Management
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.323% | 16.577% |
Sharp | 0.883% | 0.899% |
Beta | 0.938% | 0.963% |
Alpha | 4.431% | 7.354% |
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Fund Managers
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Amar Kalkundrikar | Rakesh Shetty |
Total AUM | ₹19671 Cr | ₹33886 Cr |
Fund Manage | 4 | 19 |
Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 3.11 | 1.18 |
Large Cap | 55.77 | 33.94 |
Mid Cap | 41.12 | 44.19 |
Small Cap | - | 20.67 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 3.11 | 1.18 |
Petroleum Products | 3.47 | - |
Electrical Equipment | 4.61 | 18.96 |
Industrial Products | 1.45 | 2.74 |
IT - Software | 10.63 | 3.77 |
Construction | 1.34 | - |
Healthcare Services | 2.32 | - |
Banks | 13.5 | 3.04 |
Automobiles | 3.38 | - |
Aerospace & Defense | 2.52 | 10.59 |
Pharmaceuticals & Biotechnology | 6.78 | 3.22 |
Chemicals & Petrochemicals | 0.69 | 2.82 |
Personal Products | 2.22 | - |
Transport Services | 2.66 | - |
Capital Markets | 0.41 | 6.59 |
Finance | 3.46 | 2.16 |
Diversified FMCG | 1.22 | - |
Consumer Durables | 5.33 | 9.93 |
Retailing | 2.95 | 18.05 |
Diversified Metals | 1.66 | - |
Power | 5.96 | - |
Realty | 1.59 | 5.62 |
Telecom - Services | 2.69 | 4.48 |
Financial Technology (Fintech) | 1.53 | - |
Auto Components | 2.45 | 3.46 |
Cement & Cement Products | 1.43 | - |
Minerals & Mining | 1.07 | - |
Beverages | 1.46 | - |
Ferrous Metals | 1.84 | - |
Textiles & Apparels | 1.46 | - |
Insurance | 2.19 | - |
Leisure Services | 2.62 | - |
Industrial Manufacturing | - | 3.37 |
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