Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare

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Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

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Aditya Birla Sun Life Large & Mid Cap Fund - Regular 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 Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Fund	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹6177 Cr	₹5636 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 1995	24 Feb 1995
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	BSE 250 Large MidCap Index
Turn Over	74%	62%
Expense Ratio	1.96	1.92
Manager	Amar Kalkundrikar	Atul Penkar
ISIN Code	INF204K01406	INF209K01165
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	Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Month	4.27%	3.58%
6 Month	17.61%	17.23%
1 Year	1.29%	-2.78%
3 Year	21.12%	14.13%
5 Year	23.88%	17.25%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
6 Month	4.6%	3.85%
1 Year	13.44%	11.05%
3 Year	20.41%	13.88%
5 Year	19.73%	12.4%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
1 Year	17.48%	15.29%
3 Year	15.6%	14.77%
5 Year	14.8%	15.32%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Standard Deviation	13.14%	13.91%
Sharp	0.93%	0.52%
Beta	0.96%	0.99%
Alpha	5.22%	-3.7%

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Name	Amar Kalkundrikar	Atul Penkar
Total AUM	₹19671 Cr	₹21393 Cr
Funds Managed	4	3
	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	7.58	8.66
Large Cap	54.87	42.75
Mid Cap	37.36	38.14
Small Cap	0.19	10.45

Scheme Name	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option	Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Others	3.35	3.2
Energy	5.68	2.76
Technology	10.28	5.99
Consumer Cyclical	16.78	20.94
Healthcare	4.73	6.46
Financial Services	23	22.9
Industrials	14.97	10.9
Basic Materials	7.62	14.52
Utilities	3.07	2.42
Consumer Defensive	5.37	3.92
Communication Services	3.35	3.34
Real Estate	1.8	2.65