Sundaram Large and Midcap Fund Regular Plan vs Nippon India Vision Fund compare

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

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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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 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 Very High
Asset Size (Cr) ₹5015 Cr ₹6862 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Oct 1995 10 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 1.99 1.8
Manager Amar Kalkundrikar Ashish Aggarwal
ISIN Code INF204K01406 INF903J01DT1
Exits Load For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 1.48% 1.74%
6 Month 23.53% 20.95%
1 Year 49.84% 45.53%
3 Year 22.69% 21.07%
5 Year 24.64% 24.83%

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 21.65% 16.68%
3 Year 48.75% 36.77%
5 Year 89.78% 71.73%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 25.06% 21.86%
3 Year 64.92% 54.63%
5 Year 97.23% 79.56%

Risk Management

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.43% 12.94%
Sharp 1.26% 0.93%
Beta 0.91% 0.94%
Alpha 1.57% -2.61%

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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 4.17 5.32
Large Cap 58.79 52.7
Mid Cap 37.04 36.68
Small Cap - 5.29

Sector Allocation

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.29 2.18
Materials 1.4 4.59
Energy 9.21 7.42
Capital Goods 15.61 11.07
Technology 6.6 5.45
Construction 3.48 5.06
Healthcare 8.43 8.7
Metals & Mining 4.94 2.59
Financial 19.85 22.85
Services 6.18 9.45
Automobile 7.54 8.53
Chemicals 0.96 0.95
Consumer Staples 6.14 5.6
Communication 3.29 2.87
Consumer Discretionary 1.35 2.07
Textiles 1.81 0.61
Insurance 0.92 -

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