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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5015 Cr ₹7968 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 1995 31 Mar 1993
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% 10.69%
Expense Ratio 1.99 1.78
Manager Amar Kalkundrikar Chandraprakash Padiyar
ISIN Code INF204K01406 INF277K01428
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 12% of the investments, an exit load of 1% if redeemed within 90 days/365

Trailing Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month -5.58% -6.71%
6 Month 6.78% 4.67%
1 Year 35.39% 23.59%
3 Year 17.64% 15.03%
5 Year 20.63% 18.49%

SIP Return Analysis

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month - -
1 Year 24.81% 18.96%
3 Year 27.6% 21.93%
5 Year 25.71% 21.97%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 18.05% 16.6%
3 Year 15.12% 15.03%
5 Year 14.5% 14.28%

Risk Management

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 12.43% 11.3%
Sharp 1.26% 0.88%
Beta 0.91% 0.83%
Alpha 1.57% 1.29%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Amar Kalkundrikar Chandraprakash Padiyar
Total AUM ₹19671 Cr ₹15627 Cr
Fund Manage 4 3
Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

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

Others 3.11 4.82
Large Cap 55.77 42.67
Mid Cap 41.12 40.55
Small Cap - 11.96

Sector Allocation

Scheme Name

Nippon India Vision Fund-Growth Plan-Growth Option

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

Others 3.11 4.68
Petroleum Products 3.47 -
Electrical Equipment 4.61 -
Industrial Products 1.45 -
IT - Software 10.63 -
Construction 1.34 1.81
Healthcare Services 2.32 -
Banks 13.5 -
Automobiles 3.38 -
Aerospace & Defense 2.52 -
Pharmaceuticals & Biotechnology 6.78 -
Chemicals & Petrochemicals 0.69 -
Personal Products 2.22 -
Transport Services 2.66 -
Capital Markets 0.41 -
Finance 3.46 -
Diversified FMCG 1.22 -
Consumer Durables 5.33 -
Retailing 2.95 -
Diversified Metals 1.66 -
Power 5.96 -
Realty 1.59 -
Telecom - Services 2.69 -
Financial Technology (Fintech) 1.53 -
Auto Components 2.45 -
Cement & Cement Products 1.43 -
Minerals & Mining 1.07 -
Beverages 1.46 -
Ferrous Metals 1.84 -
Textiles & Apparels 1.46 -
Insurance 2.19 -
Leisure Services 2.62 -
Communication - 5.05
Energy - 5.69
Technology - 3.31
Materials - 4.09
Consumer Staples - 9.54
Healthcare - 6.49
Financial - 31.45
Automobile - 7.72
Capital Goods - 6.79
Metals & Mining - 1.77
Chemicals - 6.92
Services - 4.69

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.17%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.97%

Compare Now

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns13.64%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns14.36%

Compare Now

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns22.63%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns22.95%

Compare Now

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns6.2%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns5.4%

Compare Now
Request call back
Add to Cart Successfully