Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare
Nippon India Vision Fund-Growth Plan-Growth Option
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Fund | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5353 Cr | ₹5483 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 | 1.9 |
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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Month | 3.17% | 1.93% |
6 Month | -1% | -4.94% |
1 Year | 10.4% | 3.14% |
3 Year | 20.1% | 10.67% |
5 Year | 26.71% | 19.77% |
SIP Return Analysis
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
6 Month | 1.8% | 0.5% |
1 Year | -0.53% | -7.11% |
3 Year | 21.35% | 12.49% |
5 Year | 21.27% | 12.71% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
1 Year | 18.28% | 15.78% |
3 Year | 15.27% | 14.79% |
5 Year | 14.62% | 15.2% |
Risk Management
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.058% | 13.91% |
Sharp | 0.734% | 0.15% |
Beta | 0.953% | 1.03% |
Alpha | 4.157% | -7.22% |
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Fund Managers
Scheme Name | Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Name | Amar Kalkundrikar | Atul Penkar |
Total AUM | ₹19671 Cr | ₹21393 Cr |
Funds Managed | 4 | 3 |
Nippon India Vision Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 2.12 | 1.4 |
Large Cap | 57.23 | 50.87 |
Mid Cap | 40.65 | 35.94 |
Small Cap | 0 | 11.36 |
Sector Allocation
Scheme Name |
Nippon India Vision Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
---|---|---|
Others | 2.12 | 1.4 |
Energy | 5.08 | - |
Industrials | 11.87 | - |
Technology | 15.01 | - |
Healthcare | 8.48 | - |
Basic Materials | 8.1 | - |
Financial Services | 21.39 | - |
Consumer Cyclical | 13.77 | - |
Utilities | 4.18 | - |
Consumer Defensive | 4.91 | - |
Real Estate | 1.15 | - |
Communication Services | 3.95 | - |
Petroleum Products | - | 4.54 |
Electrical Equipment | - | 1.57 |
IT - Software | - | 6.51 |
Retailing | - | 5.38 |
Construction | - | 4.3 |
Finance | - | 8.87 |
Pharmaceuticals & Biotechnology | - | 3.5 |
Non - Ferrous Metals | - | 1.76 |
Banks | - | 14.02 |
Chemicals & Petrochemicals | - | 1.22 |
Healthcare Services | - | 2.09 |
Aerospace & Defense | - | 2.53 |
Auto Components | - | 6.78 |
Leisure Services | - | 3.61 |
Consumer Durables | - | 3.53 |
Power | - | 1.78 |
Automobiles | - | 2.27 |
Transport Services | - | 2.85 |
Insurance | - | 1.74 |
Industrial Products | - | 3.72 |
Textiles & Apparels | - | 3.03 |
Beverages | - | 2.74 |
Diversified Metals | - | 0.77 |
Realty | - | 1.84 |
Telecom - Services | - | 1.93 |
Ferrous Metals | - | 2.01 |
Cement & Cement Products | - | 2.58 |
Transport Infrastructure | - | 0.7 |
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