Nippon India Vision Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Nippon India Vision Fund-Growth Plan-Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram 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 | ₹6470 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Oct 1995 | 27 Feb 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% | 25% |
Expense Ratio | 1.96 | 1.85 |
Manager | Amar Kalkundrikar | Ashish Aggarwal |
ISIN Code | INF204K01406 | INF903J01DT1 |
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 | Sundaram Large and 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 | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -3.77% | -4.72% |
6 Month | -8.78% | -11.87% |
1 Year | 10.58% | 5.34% |
3 Year | 17.97% | 12.29% |
5 Year | 18.51% | 14.66% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.43% | -10.43% |
3 Year | 18.95% | 12.68% |
5 Year | 20.91% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.28% | 11.53% |
3 Year | 15.27% | 14.16% |
5 Year | 14.62% | 12.49% |
Risk Management
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.323% | 13.949% |
Sharp | 0.883% | 0.508% |
Beta | 0.938% | 0.972% |
Alpha | 4.431% | -0.481% |
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Fund Managers
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Amar Kalkundrikar | Ashish Aggarwal |
Total AUM | ₹19671 Cr | ₹9635 Cr |
Fund Manage | 4 | 7 |
Nippon India Vision Fund-Growth Plan-Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.11 | 5.24 |
Large Cap | 55.77 | 48.56 |
Mid Cap | 41.12 | 36.97 |
Small Cap | - | 9.27 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.11 | 5.24 |
Petroleum Products | 3.47 | 5.01 |
Electrical Equipment | 4.61 | 3.51 |
Industrial Products | 1.45 | 3.29 |
IT - Software | 10.63 | 6.69 |
Construction | 1.34 | 2.19 |
Healthcare Services | 2.32 | 3.19 |
Banks | 13.5 | 17.11 |
Automobiles | 3.38 | 1.67 |
Aerospace & Defense | 2.52 | 0.87 |
Pharmaceuticals & Biotechnology | 6.78 | 6.44 |
Chemicals & Petrochemicals | 0.69 | - |
Personal Products | 2.22 | - |
Transport Services | 2.66 | 0.73 |
Capital Markets | 0.41 | 1.42 |
Finance | 3.46 | 2.61 |
Diversified FMCG | 1.22 | 1.87 |
Consumer Durables | 5.33 | 4.37 |
Retailing | 2.95 | 3.96 |
Diversified Metals | 1.66 | - |
Power | 5.96 | 2.69 |
Realty | 1.59 | 2.38 |
Telecom - Services | 2.69 | 3.28 |
Financial Technology (Fintech) | 1.53 | 0.12 |
Auto Components | 2.45 | 7.41 |
Cement & Cement Products | 1.43 | 1.64 |
Minerals & Mining | 1.07 | - |
Beverages | 1.46 | 2.67 |
Ferrous Metals | 1.84 | - |
Textiles & Apparels | 1.46 | - |
Insurance | 2.19 | 0.94 |
Leisure Services | 2.62 | 2.31 |
IT - Services | - | 0.85 |
Non - Ferrous Metals | - | 1.35 |
Agricultural Food & other Products | - | 0.84 |
Household Products | - | 0.93 |
Consumable Fuels | - | 0.54 |
Fertilizers & Agrochemicals | - | 1.14 |
Transport Infrastructure | - | 0.78 |
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