Nippon India Vision Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5015 Cr ₹3441 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 1995 01 Aug 2005
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% 32%
Expense Ratio 1.99 2.01
Manager Amar Kalkundrikar V Srivatsa
ISIN Code INF204K01406 INF789F01869
Exits Load For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed less than 1 year/365

Trailing Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 1.48% 6.2%
6 Month 23.53% 30.44%
1 Year 49.84% 48.34%
3 Year 22.69% 23.48%
5 Year 24.64% 25.74%

SIP Return Analysis

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.65% 20.28%
3 Year 48.75% 48.68%
5 Year 89.78% 94.84%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 25.06% 26.93%
3 Year 64.92% 69.55%
5 Year 97.23% 104.13%

Risk Management

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.43% 12.33%
Sharp 1.26% 1.22%
Beta 0.91% 0.93%
Alpha 1.57% 2.82%

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Fund Managers

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Amar Kalkundrikar V Srivatsa
Total AUM ₹19671 Cr ₹7921 Cr
Fund Manage 4 3
Nippon India Vision Fund-Growth Plan-Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 4.17 1.84
Large Cap 58.79 44.52
Mid Cap 37.04 36.43
Small Cap - 11.62

Sector Allocation

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 2.29 0.11
Materials 1.4 -
Energy 9.21 -
Capital Goods 15.61 -
Technology 6.6 -
Construction 3.48 2.05
Healthcare 8.43 -
Metals & Mining 4.94 -
Financial 19.85 -
Services 6.18 -
Automobile 7.54 -
Chemicals 0.96 -
Consumer Staples 6.14 -
Communication 3.29 -
Consumer Discretionary 1.35 -
Textiles 1.81 -
Insurance 0.92 4.7
Automobiles - 3.96
Telecom - Services - 4.43
Petroleum Products - 2.77
IT - Software - 9.17
Cement & Cement Products - 1.97
Pharmaceuticals & Biotechnology - 7.43
Transport Services - 2.93
Non - Ferrous Metals - 0.85
Banks - 22.13
Healthcare Services - 1.17
Gas - 2.61
Diversified FMCG - 3.51
Fertilizers & Agrochemicals - 1.65
Diversified Metals - 1.27
Realty - 1.61
Ferrous Metals - 1.14
Oil - 1.32
Capital Markets - 1.54
Consumer Durables - 1.24
Textiles & Apparels - 2.29
Other Consumer Services - 0.52
Auto Components - 1.66
Chemicals & Petrochemicals - 0.8
Personal Products - 1.58
Finance - 3.75
Power - 1.21
Paper, Forest & Jute Products - 0.91
Leisure Services - 2.13

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