Aditya Birla Sun Life Equity Advantage Fund vs Nippon India Vision Fund compare
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹6395 Cr | ₹5692 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 |
Trailing Lumpsum Returns
| 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 | 2.37% | 2.92% |
| 6 Month | 7.48% | 9.25% |
| 1 Year | 6.81% | 3.91% |
| 3 Year | 20.69% | 14.28% |
| 5 Year | 23.96% | 17.13% |
SIP Return Analysis
| 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 | 2.57% | 2.23% |
| 1 Year | 13.23% | 13.37% |
| 3 Year | 19.53% | 13.95% |
| 5 Year | 19.32% | 12.52% |
Rolling Lumpsum Returns
| 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 | 17.28% | 15.07% |
| 3 Year | 15.68% | 14.64% |
| 5 Year | 14.86% | 15.38% |
Risk Management
| 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 | 12.96% | 13.91% |
| Sharp | 1.04% | 0.6% |
| Beta | 0.97% | 1% |
| Alpha | 4.87% | -3.85% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.62 | 7.51 |
| Large Cap | 56.12 | 41.88 |
| Mid Cap | 37.36 | 39.7 |
| Small Cap | 0.9 | 10.9 |
Sector Allocation
| Scheme Name |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.42 | 2.48 |
| Energy | 5.72 | 2.49 |
| Technology | 9.76 | 5.67 |
| Consumer Cyclical | 20.06 | 21.07 |
| Industrials | 15.44 | 10.77 |
| Consumer Defensive | 4.84 | 3.92 |
| Financial Services | 22.86 | 23.35 |
| Basic Materials | 9.42 | 14.48 |
| Utilities | 3.15 | 2.42 |
| Communication Services | 1.56 | 3.25 |
| Healthcare | 4.1 | 7.71 |
| Real Estate | 1.68 | 2.38 |
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