Nippon India Vision Fund vs Motilal Oswal Large and Midcap 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 | Very High |
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 | 2.59% | 1.89% |
6 Month | -10.76% | -19.53% |
1 Year | 5.14% | 4.77% |
3 Year | 16.1% | 19.98% |
5 Year | 26.48% | 27.34% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | -3.28% | -9.3% |
1 Year | -8.93% | -17.13% |
3 Year | 17.75% | 19.34% |
5 Year | 19.17% | 21.1% |
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 | 14.058% | 16.577% |
Sharp | 0.734% | 0.899% |
Beta | 0.953% | 0.963% |
Alpha | 4.157% | 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 |
Funds Managed | 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 | 2.12 | 4.04 |
Large Cap | 57.23 | 35.63 |
Mid Cap | 40.65 | 39.29 |
Small Cap | 0 | 21.04 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 2.12 | 2.08 |
Energy | 5.08 | - |
Industrials | 11.87 | 29.6 |
Technology | 15.01 | 10.92 |
Healthcare | 8.48 | 1.96 |
Basic Materials | 8.1 | 3.12 |
Financial Services | 21.39 | 14.33 |
Consumer Cyclical | 13.77 | 26.27 |
Utilities | 4.18 | - |
Consumer Defensive | 4.91 | - |
Real Estate | 1.15 | 5.68 |
Communication Services | 3.95 | 6.04 |
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