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

Nippon India Vision Fund-Growth Plan-Growth Option

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹5403 Cr	₹6871 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	1.79
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

Scheme Name	Nippon India Vision Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	3.25%	3.06%
6 Month	4.16%	3.75%
1 Year	27.47%	21.53%
3 Year	20.85%	15.56%
5 Year	21.23%	18.23%

Scheme Name	Nippon India Vision Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	19.19%	16.61%
3 Year	27.28%	22.06%
5 Year	25.7%	21.9%

Scheme Name	Nippon India Vision Fund-Growth Plan-Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	18.05%	11.17%
3 Year	15.12%	14.16%
5 Year	14.5%	12.32%

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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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

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

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