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 | -5.81% | -8.28% |
6 Month | -10.79% | -14.27% |
1 Year | 6% | 10.1% |
3 Year | 19.74% | 24.42% |
5 Year | 20.47% | 21.19% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | -9.33% | -15.52% |
1 Year | -12.75% | -17.81% |
3 Year | 16.87% | 19.87% |
5 Year | 19.3% | 21.89% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.12013 | 4.04453 |
Large Cap | 57.22857 | 35.62621 |
Mid Cap | 40.6513 | 39.29277 |
Small Cap | 0 | 21.0365 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 2.12013 | 2.08029 |
Energy | 5.07553 | - |
Industrials | 11.8651 | 29.59577 |
Technology | 15.00971 | 10.92175 |
Healthcare | 8.48269 | 1.96424 |
Basic Materials | 8.10008 | 3.12144 |
Financial Services | 21.39138 | 14.32655 |
Consumer Cyclical | 13.77054 | 26.26815 |
Utilities | 4.18254 | - |
Consumer Defensive | 4.90782 | - |
Real Estate | 1.14889 | 5.68074 |
Communication Services | 3.94559 | 6.04108 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns21.11%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.47%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.65%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns4.49%
HSBC Medium Duration Fund - Regular Growth
3Y Returns6.3%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns18.03%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%