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

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

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tortoise-icon 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) ₹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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