Tata Large & Mid Cap Fund 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 Tata 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 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 1.48% 6.19%
6 Month 23.53% 18.55%
1 Year 49.84% 33.18%
3 Year 22.69% 18.7%
5 Year 24.64% 22.83%

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 21.65% 14.21%
3 Year 48.75% 37.19%
5 Year 89.78% 73.24%

Rolling Lumpsum Returns

Scheme Name Nippon India Vision Fund-Growth Plan-Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 25.06% 22.29%
3 Year 64.92% 57.36%
5 Year 97.23% 81.2%

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% 1.14%
Beta 0.91% 0.83%
Alpha 1.57% 0.43%

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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

Large Cap 58.79 42.67
Mid Cap 37.04 40.55
Others 4.17 4.82
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

Financial 19.85 31.45
Energy 9.21 5.69
Metals & Mining 4.94 1.77
Capital Goods 15.61 6.79
Healthcare 8.43 6.49
Others 2.29 4.68
Construction 3.48 1.81
Consumer Staples 6.14 9.54
Services 6.18 4.69
Technology 6.6 3.31
Automobile 7.54 7.72
Communication 3.29 5.05
Textiles 1.81 -
Consumer Discretionary 1.35 -
Insurance 0.92 -
Materials 1.4 4.09
Chemicals 0.96 6.92

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