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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) ₹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 3.93% 3.02%
6 Month -3.4% -6.68%
1 Year 13.88% 10.37%
3 Year 19.31% 14.01%
5 Year 28.25% 24.17%

SIP Return Analysis

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 0.48% -0.78%
1 Year -1.32% -5.4%
3 Year 20.92% 15.01%
5 Year 21.11% 16.66%

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 14.058% 14.877%
Sharp 0.734% 0.357%
Beta 0.953% 0.998%
Alpha 4.157% -1.131%

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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
Funds Managed 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 2.12 3.47
Large Cap 57.23 52.13
Mid Cap 40.65 35.95
Small Cap 0 8.46

Sector Allocation

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.12 3.47
Energy 5.08 6.53
Industrials 11.87 12.24
Technology 15.01 7.5
Healthcare 8.48 9.93
Basic Materials 8.1 4.8
Financial Services 21.39 23.3
Consumer Cyclical 13.77 16.44
Utilities 4.18 2.39
Consumer Defensive 4.91 5.14
Real Estate 1.15 2.54
Communication Services 3.95 5.74

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